Onboarding Requirements Sign Off

Once Design is approved, the Onboarder closes the project scope by confirming how the designs will function and be managed with the customer.

✅ Process

With the Design Process complete with an approved design, the Onboarder will schedule a Requirements Sign Off call with the customer.

They'll prepare an Implementation Details doc and review it with the customer on this call, discussing the following about each section used in the approved design; 

• section type; hero, columns, text, slider, etc.
• page its used on
• if the media/text is sourced or overridable
• if it's video compatible and if so, required video configuration
• if it has a link/hover effect
• how it's editable and if it has overrides
• section visibility
• customer content entry and/or site management notes

This meeting is the designated final opportunity for the Onboarder to ensure the customer is clear on the project scope by discussing the function of each section. 

Approval

The Onboarder solicits written Requirements Sign Off approval from the customer on the Implementation Details doc. 

Once it's approved, the requirements are considered locked and the Build Phase is ready to begin.

🗂️ Resources

This Implementation Details Doc is a read-only template. Please duplicate and customize this file. 

The Onboarder can consult with the Building in Nyla KB doc for recommendations and best practices for each type of section. 

Next Step ➡️ Build Phase