| Discovery | Facilitate intake, document objectives, identify stakeholders and constraints. | Provide the business and research context, policies, accountable owner, and desired outputs. | Brief, current files, deadline drivers; review the discovery summary. | Availability of decision-makers and completeness of the initial brief. |
| Integrity and feasibility | Identify restricted activities, contribution boundaries, access risks, and capability gaps. | Confirm institutional, funder, publisher, ethics, authorship, and professional requirements. | Policies, approvals, data classification; approve scope boundaries. | Unclear permissions or missing accountable expertise may pause scoping. |
| Requirements assessment | Inspect files, source access, data condition, tools, templates, and documentation gaps. | Provide representative materials, licences, methods, style guides, and known issues. | Sample dataset or document set; validate the requirements and gap list. | Volume, file quality, software compatibility, and access readiness. |
| Scope and workflow design | Define work packages, roles, milestones, controls, reporting, and acceptance criteria. | Approve priorities, reviewers, escalation paths, budget assumptions, and change rules. | Assessment findings; approve the delivery plan and responsibility matrix. | Scope certainty, number of stakeholders, and decision turnaround. |
| Secure setup | Configure approved workspaces, permissions, templates, logs, and source-of-truth rules. | Provision access, approve tools, nominate owners, and confirm retention requirements. | Accounts and security rules; test access and file exchange. | Credential provisioning, security reviews, licences, and integration constraints. |
| Production | Execute agreed tasks, record assumptions, maintain logs, and escalate blocked work. | Answer queries, provide decisions, review samples, and avoid untracked source changes. | Approved work package; review samples and milestone outputs. | Input quality, review speed, changing requirements, and specialist availability. |
| Quality review | Apply checklists, peer review, validation, citation, style, security, and version checks. | Review scientific meaning, regulated judgement, interpretation, and acceptance criteria. | Working deliverables; approve revisions or record exceptions. | Review depth, issue severity, source verifiability, and number of revision rounds. |
| Handover and optimisation | Package final files, explain limitations, transfer documentation, and close access. | Accept outputs, confirm ownership, archive files, and approve ongoing improvements. | Final package and QA record; complete acceptance and close-out review. | Outstanding approvals, unresolved limitations, migration needs, and retention rules. |