01 / Purpose
Define the outcome.
Agree the use case, intended users, success criteria and boundaries. Choose work whose results your team can evaluate.
02 / Information
Map the data.
Document what information is needed, who owns it, where it may be processed, how long it is retained and how it can be removed.
03 / Authority
Name the decision makers.
Agree access permissions, permitted actions, approval points and who can pause or stop the work.
04 / Assurance
Inspect the evidence.
Review relevant controls, activity records and incident handling. Confirm the security and contractual requirements for your deployment.
05 / Evaluation
Test against real work.
Use an agreed evaluation set. Record useful results, failures and open questions before deciding whether to expand the scope.
06 / Continuity
Agree what happens next.
Set responsibilities for support, changes and ongoing review, together with data export and the end of the engagement.