doc_id: “FLYMAX-05-Strategy-DELIVERY-FLOW-MASTER-CHECKLIST”
project_name: “FlyMax V2.0”
title: “Delivery Flow Master Checklist (with Documents)”
doc_type: “Strategy”
category: “Strategic Planning”
version: “1.0.0”
status: “active”
scope: “valid”
lifecycle_state: “active”
created: “2026-03-09”
updated: “2026-03-09”
author:
name: “George Joseph”
role: “Technical Lead / Solution Architect”
modified_by:
- name: “George Joseph”
role: “Technical Lead / Solution Architect”
date: “2026-03-09”
approved_by:
- name: “”
role: “”
date: “”
next_review_date: “2026-03-09”
Delivery Flow Master Checklist (with Documents)
Use this as the single execution gate from SOW → PRD → Delivery.
Columns are designed to map cleanly into Notion/Jira/Linear/GitHub Projects.
Table Legend
- Doc: mandatory artifact to create/update for the checklist item
- Owner: accountable role (PM/BA/Eng/QA/DevOps/Client)
- Gate: where this item is required to proceed (Discovery / Scope Freeze / Build Start / Release)
0) Contract Baseline
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 0.1 |
Client SOW received (signed or draft) |
Client SOW vX.Y |
PM/BA |
Discovery |
☐ |
|
| 0.2 |
SOW review completed: scope boundaries, deliverables, assumptions, exclusions, acceptance, timeline, commercials |
SOW Review Notes (1–2 pages) |
PM/BA |
Discovery |
☐ |
|
| 0.3 |
Open questions captured and sent to client |
Open Questions Log |
PM/BA |
Discovery |
☐ |
|
| 0.4 |
Risks/unknowns logged (access, data, vendors, integrations) |
RAID Log (Risks/Assumptions/Issues/Dependencies) |
PM/BA |
Discovery |
☐ |
|
| 0.5 |
Acceptance approach aligned (how client signs off, what evidence required) |
Acceptance & Sign‑off Procedure (1 page) |
PM/BA + Client |
Discovery |
☐ |
|
1) Feature R&D (Within SOW Boundary)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 1.1 |
Feature research completed (benchmarks/parity/ROI hypotheses) |
Feature Research Report (sources + findings) |
PM/BA |
Discovery |
☐ |
|
| 1.2 |
Candidate features catalogued with value + dependency + effort range + risk |
Feature Briefs (1‑pager each, optional but ideal) |
PM/BA |
Discovery |
☐ |
|
| 1.3 |
Constraints captured (manpower, timeline, tech constraints, vendor constraints) |
Constraints & Assumptions Register |
PM/BA + Tech Lead |
Discovery |
☐ |
|
2) Feature Decision Matrix + Approval (Scope Selection)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 2.1 |
Decision matrix prepared (ROI vs effort vs risk vs dependency vs strategic value) |
Feature Decision Matrix (sheet) |
PM/BA |
Scope Freeze |
☐ |
|
| 2.2 |
MVP/Phase 1 feature list finalized |
Phase Scope List — MVP (appendix OK) |
PM/BA + Client |
Scope Freeze |
☐ |
|
| 2.3 |
Phase 2 feature list finalized |
Phase Scope List — Phase 2 (appendix OK) |
PM/BA + Client |
Scope Freeze |
☐ |
|
| 2.4 |
Explicit Out‑of‑Scope list written |
Out‑of‑Scope Register |
PM/BA |
Scope Freeze |
☐ |
|
| 2.5 |
Approval recorded (date + approvers + notes) |
Scope Approval Record (minutes/email/sign‑off page) |
PM/BA + Client |
Scope Freeze |
☐ |
|
3) PRD (Scope‑Frozen Execution Blueprint)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 3.1 |
PRD created/updated from approved matrix |
PRD v3.0 (scope‑frozen) |
PM/BA |
Scope Freeze |
☐ |
|
| 3.2 |
Each feature has testable requirements + acceptance criteria |
PRD — Requirements & Acceptance Criteria section/appendix |
PM/BA + QA Lead |
Scope Freeze |
☐ |
|
| 3.3 |
Non‑functional requirements locked (perf, reliability, security, observability) |
NFR Appendix (or SRS‑lite section) |
PM/BA + Tech Lead |
Scope Freeze |
☐ |
|
| 3.4 |
Change control policy included (“no scope without CR”) |
Change Control Policy (1 page; PRD section OK) |
PM/BA |
Scope Freeze |
☐ |
|
| 3.5 |
PRD sign‑off captured |
PRD Sign‑off Record |
PM/BA + Client |
Scope Freeze |
☐ |
|
4) Estimation + Delivery Plan (Budgeting & Timeline)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 4.1 |
Engineering estimates produced from PRD (epics/stories) |
Estimation Sheet (feature → effort → owner) |
Tech Lead |
Build Start |
☐ |
|
| 4.2 |
Timeline + milestones finalized |
Delivery Roadmap / Release Plan |
PM/BA + Tech Lead |
Build Start |
☐ |
|
| 4.3 |
Backlog created and mapped to PRD requirement IDs |
Backlog Mapping (PRD FR‑IDs → Epics/Stories) |
PM/BA + Tech Lead |
Build Start |
☐ |
|
| 4.4 |
QA effort included (test types + envs + regression scope) |
QA Plan (MVP) |
QA Lead |
Build Start |
☐ |
|
| 4.5 |
DevOps effort included (CI/CD, envs, monitoring, runbooks) |
DevOps Plan |
DevOps/Tech Lead |
Build Start |
☐ |
|
| 4.6 |
Budget baseline computed (people + infra + tools) |
Budget & Cost Model (build + run) |
PM/Finance + Tech Lead |
Build Start |
☐ |
|
5) SOW Addendum / Change Order (ONLY If Mismatch)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 5.1 |
PRD vs SOW gap check completed |
Scope‑to‑Contract Trace (PRD↔SOW mapping table) |
PM/BA |
Build Start |
☐ |
|
| 5.2 |
If scope/timeline/cost/acceptance changed → Change Order drafted |
Change Order / SOW Addendum #N |
PM/BA + Client |
Build Start |
☐ |
|
| 5.3 |
Commercials updated if impacted (milestones/payment terms) |
Revised Milestone/Payment Schedule (if needed) |
PM/Finance + Client |
Build Start |
☐ |
|
| 5.4 |
Addendum signed by client |
Signed Addendum |
PM/BA + Client |
Build Start |
☐ |
|
Rule: If PRD only clarifies and stays within SOW with no commercial/timeline change, you may mark section 5 as N/A.
6) Build Readiness Gate (Start Development)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 6.1 |
Architecture sufficient for Sprint 1 |
HLD (C4/System Context + components) |
Solution Architect/Tech Lead |
Build Start |
☐ |
|
| 6.2 |
Core flows designed (happy path + failure path) |
LLD (sequence diagrams + edge cases) |
Tech Lead |
Build Start |
☐ |
|
| 6.3 |
Interfaces locked for MVP |
OpenAPI Spec + Integration Spec (partners) |
Tech Lead |
Build Start |
☐ |
|
| 6.4 |
Data model ready for MVP |
ERD + Data Dictionary |
Tech Lead |
Build Start |
☐ |
|
| 6.5 |
Security baseline agreed (authN/authZ, threat model, PII handling) |
Security Requirements / Threat Model |
Security/Tech Lead |
Build Start |
☐ |
|
| 6.6 |
Observability defined (logs/metrics/traces, dashboards, alerts) |
Observability Plan |
DevOps/Tech Lead |
Build Start |
☐ |
|
7) Release Readiness Gate (Ship MVP)
| # |
Checklist item |
Document(s) |
Owner |
Gate |
Status |
Link |
| 7.1 |
Test execution completed with evidence |
Test Report (results + defects + sign‑off) |
QA Lead |
Release |
☐ |
|
| 7.2 |
Performance checks passed (as per NFRs) |
Perf Report (p95/p99, load profile) |
QA/Tech Lead |
Release |
☐ |
|
| 7.3 |
Security checks passed (baseline) |
Security Test Summary (SAST/DAST + fixes) |
Security/Tech Lead |
Release |
☐ |
|
| 7.4 |
Runbooks + oncall response prepared |
Runbook / Ops Playbook |
DevOps |
Release |
☐ |
|
| 7.5 |
Go/No‑Go completed and approved |
Go/No‑Go Checklist (signed) |
PM/Tech Lead/Client |
Release |
☐ |
|
| 7.6 |
Release notes prepared |
Release Notes |
PM/BA |
Release |
☐ |
|
Quick Copy Section (Owners)
- PM/BA: scope, approvals, PRD, change control, roadmap, client coordination
- Tech Lead/Solution Architect: HLD/LLD, estimates, API/data/security/observability alignment
- QA Lead: test strategy/plan, execution, reports
- DevOps: CI/CD, environments, monitoring, runbooks
- Client: scope sign‑off, addendum sign‑off, release acceptance
- Document ID: FLYMAX-05-Strategy-DELIVERY-FLOW-MASTER-CHECKLIST
- Canonical Version: 1.0.0
- Lifecycle: Active
- Scope: Valid
- Source of Truth: docs/
- Related Change Ticket:
- Last Reviewed On: 2026-03-09
- Next Review Due: 2026-03-09
Approval Sign-off
| Role |
Name |
Date |
Status |
| Product Owner |
|
|
Pending |
| Technical Lead / Solution Architect |
George Joseph |
|
Pending |
| Engineering Lead |
|
|
Pending |
| Commercial / Operations |
|
|
Pending |
Document Lineage
- Supersedes:
- Superseded By:
Change Log
- 1.0.0 (2026-03-09) - Header/footer standardized to FlyMax documentation playbook.