Before the discussion
- Choose the public question or repeated staff task.
- List current CRM, itinerary and vendor tools.
- Prepare fictional examples and important dates.
Prepare a change the agency can check and maintain.
Use this list for a defined website, inquiry or itinerary-document task.
Before development
- Confirm approved content, initial fields and communications.
- Agree on access, records and document-version requirements.
- Define the expected result and a recovery option.
Before publication
- Check mobile reading, keyboard use and contact routes.
- Try fictional duplicate, changed-date and failed-update cases.
- Keep tests separate from real reservations, travelers and payments.
At handover
- Confirm account, code and documentation ownership.
- Assign content reviews and unresolved work.
- Document vendor maintenance and ongoing support.