The Thrillworks Pre-Kickoff Checklist

Twenty things worth deciding, gathering and doing before a digital platform project starts. None of them require a signed contract.

Decisions to make

These belong to your organization. No partner can make them for you, and every one of them shapes work that starts immediately.

  • GATE

    Name your product owner, and agree what they can decide alone

    One named person, empowered to make decisions without convening a committee. Write down which decisions are theirs outright and which genuinely need wider consultation.

    WHY THIS MATTERS

    If we could influence one variable on a project, it would be this one. Not budget, not timeline, not technology. A project with a decisive, available, trusted product owner consistently outperforms a better-funded project without one. The failure mode is not a bad decision; it is not a decision, repeated weekly.

    Typically owned by:

    executive sponsor

  • GATE

    Confirm the scope and the sequence

    Which properties, which business units, which markets, in what order, and what is explicitly not included in this phase. If any part of the scope carries a hard external deadline, name it now.

    WHY THIS MATTERS

    Sequence is a strategic decision disguised as a scheduling one. Going first should be earned by whichever part of the organization will most usefully stress-test the model, not by whoever asked loudest.

    Typically owned by:

    executive sponsor and project lead

  • GATE

    Decide the domain and URL model

    Whether properties keep their own domains, move under a single parent, or something in between.

    WHY THIS MATTERS

    This decision shapes almost everything downstream: the content model, the search migration, redirect mapping, analytics, and how tenancy is architected. It is also political, which means it takes longer to settle than it does to implement. Start it early.

    Typically owned by:

    digital, brand and business unit leads

  • GATE

    Clarify the design system boundary

    Agree where the visual design language ends and the digital component system begins, who owns each, and when each is delivered.

    WHY THIS MATTERS

    Two genuinely different things get called a design system. One is brand expression: colour, type, photography, page compositions. The other is the component system: every building block, its variants, its states, its accessibility requirements, and what an author is permitted to assemble. In any platform with more than one site, the second is effectively your content model in visual form. The common failure is that a creative partner delivers a beautiful set of page designs, everyone calls it a design system, and the implementation partner quietly reverse-engineers a component system out of comps under deadline, with no budget for it. The risk is not that the wrong party owns this work. It is that nobody does.

    Typically owned by:

    digital lead with the creative partner

  • GATE

    Decide the language and localization standard

    Which languages, which locale conventions, which properties are multilingual and when. And critically, whether you are translating or localising.

    WHY THIS MATTERS

    Translation means saying the same thing in another language. Localization means the content genuinely differs because the audience does. Treating the second as the first is how multilingual programs quietly fail, and the difference has to be designed into the content model rather than discovered during authoring.

    Typically owned by:

    digital and translation or regional teams

  • GATE

    Settle your data residency and privacy position, in writing

    Get legal and privacy to a documented position before procurement, not during implementation.

    WHY THIS MATTERS

    Residency is one of the most common late-stage blockers in platform selection, and most of the anxiety dissolves once someone maps what data actually lives where. In a headless architecture the CMS typically holds published content only, never customer or member records. That does not make the policy question disappear, but it usually converts a blocker into a scoping exercise. Do that mapping before it becomes an escalation.

    Typically owned by:

    legal, privacy and IT

  • GATE

    Define the unit of scope contractually

    Be precise about what counts as one deliverable. One site? One brand? One market? And what sits below that line.

    WHY THIS MATTERS

    This is the single biggest lever on total cost, and it is the one most often left ambiguous until a change order. Organizations frequently discover that what they called "twelve sites" is really twelve sites plus ninety sub-organizations who all believe they are included. Draw the line in writing, and handle everything below it as directory entries rather than managed properties.

    Typically owned by:

    procurement and executive sponsor

  • Confirm the licensing tier

    For whichever platform you select, confirm the specific tier, its availability commitment and what it costs at your actual usage.

    WHY THIS MATTERS

    Tier determines both capability and the service level a partner can responsibly promise. It is worth resolving before anyone commits to an uptime number in a proposal.

    Typically owned by:

    procurement with the platform vendor

Things to gather

None of this needs to be perfect. Rough and early beats precise and late.

  • A rough content inventory, per property

    Order of magnitude only. Roughly how many pages, articles, documents and images.

    WHY THIS MATTERS

    Content volume is the largest unknown in most replatforms and the reason migration estimates are so often wrong. But raw page count matters far less than structure. Ten thousand well-modelled entries can move almost automatically. Two thousand pages of hand-built HTML cannot, because a person has to read each one and decide what it actually is. Even a rough count, with a note on how structured the source is, converts a guess into a range.

    Typically owned by:

    each property owner

  • Design system status, scope and a committed delivery date

    From whoever is producing it, plus permission for the implementation partner to speak to them directly.

    WHY THIS MATTERS

    Front-end schedules depend on this handoff being complete, implementable and on time, and it is usually the dependency the delivery partner controls least. The specific question worth asking: is what is coming a component system, or a set of page designs?

    Typically owned by:

    digital lead with the creative partner

  • Integration documentation and named contacts

    For every system the platform must connect to: what API exists, what it is capable of, who owns it, and who can answer questions about it.

    WHY THIS MATTERS

    The first question in any integration estimate is whether the other system has a documented, supported, public API. If it does not, you are not scoping an integration; you are scoping a small product with ongoing maintenance. Those are very different budgets, and finding out in month four is expensive.

    Typically owned by:

    IT and vendor relationship owners

  • A list of every domain, subdomain and microsite you own

    Campaign sites, event microsites, apps, media portals, forums, regional properties, things a previous agency built.

    WHY THIS MATTERS

    Almost every organization owns more digital property than any single person has a list of. Each one is either in scope, explicitly out of scope, or a surprise. Only two of those are good.

    Typically owned by:

    IT, digital and communications together

  • Analytics access and a performance baseline

    Current traffic, top pages and conversion paths, exported and dated.

    WHY THIS MATTERS

    You cannot demonstrate that search performance and conversion were protected through a migration without a "before" to compare against. Capturing it afterwards is not possible, and this is the single most common regret we hear post-launch.

    Typically owned by:

    digital or marketing

  • An editor and role inventory

    Who should be permitted to publish what, when, and on which system.

    WHY THIS MATTERS

    This becomes your permissions model. Gathering it early almost always surfaces something useful, usually that several people have publishing access nobody realised they still had.

    Typically owned by:

    each property owner

  • Your accessibility standard and any existing audit

    Which standard applies, what obligations you are under, and any assessment or remediation already carried out.

    WHY THIS MATTERS

    Accessibility is far cheaper designed in than retrofitted, and knowing your starting position prevents a new build from inheriting old problems. If a previous audit exists, the partner should see it before design starts, not after.

    Typically owned by:

    digital and legal

  • Brand, tone and editorial standards

    Whatever documented guidance exists on how the organization writes and presents itself.

    WHY THIS MATTERS

    These become validation rules, field requirements and authoring guidance inside the platform. Standards that live in a PDF get ignored. Standards built into the content model get followed by default.

    Typically owned by:

    brand and communications

Things to do

These take calendar time rather than effort, which is exactly why they should start first.

  • Brief your stakeholders properly, before kickoff

    Everyone affected should hear what is happening, what is being asked of them, what they keep control of and what they get out of it, from you rather than from an agency.

    WHY THIS MATTERS

    In any federated or multi-business-unit organization, nothing damages a rollout faster than a team learning about it second-hand. The technical work is rarely what makes these projects hard. Change management is.

    Typically owned by:

    executive sponsor and communications

  • Book the workshops into calendars now

    Before a partner is contracted. Hold the time even if the dates shift later,

    WHY THIS MATTERS

    Stakeholder availability is the number one schedule risk in this class of project, and it is entirely predictable. Senior calendars fill eight weeks out. Booking placeholder time is free and it protects the critical path.

    Typically owned by:

    project manager

  • Make an archive and retire decision

    Decide at a policy level what happens to historical content: what is carried forward, what is preserved somewhere quieter, and what stops being published.

    WHY THIS MATTERS

    Most organizations replatforming a large site are carrying years of content they have already decided is worthless and have no mechanism to remove. Making the retirement decision before migration rather than during it is one of the few reliable ways to make a replatform meaningfully cheaper.

    Typically owned by:

    digital, communications and records management

  • Agree the content freeze approach

    When editors stop updating the old system, and what happens to anything urgent after that point.

    WHY THIS MATTERS

    Without a freeze, content moves underneath the migration and the same page gets migrated twice. With a freeze and no exception process, somebody publishes to the old system anyway during a crisis. You need both.

    Typically owned by:

    digital and each property owner

A Closing Thought

None of this is difficult. All of it is boring. That is precisely why it gets skipped, and precisely why it is worth doing.

The organizations that arrive at kickoff having worked through this list do not just start faster. They make better decisions all the way through, because the foundational questions were settled calmly, in advance, by the people best placed to answer them, rather than under time pressure in week three with a delivery team waiting.