A first sketch, not a finished plan
Think of the whole engagement as a scoping process that sharpens in stages. This document is an early one.
The next stage is a discovery call — where we sit down and I capture how BLE really runs: the judgement, the exceptions, the places the real time goes, the things a written brief can never carry. What you see here is what I could pull from a first reading of your brief; the call is where it gets real. What you gather from this guide is exactly what makes that call sharp — real decisions and real examples to work from, instead of starting at a blank page.
So treat nothing here as locked. It's a starting position to react to, correct, and add to. The more you push back, the better the scope gets.
Two kinds of thing I'm asking for
Almost everything below is one of two types, and the difference matters more than it looks.
Things you can tell me — does a document exist, who signs what, where the final files live. Quick. You answer off the top of your head.
Things I need to see — actual files from past projects. How something is written decides how easily a tool can read it. "We have supplier risk assessments" and "here are three of them" can tell very different stories — three different layouts is a different job from three tidy identical ones. Looking is how I avoid guessing, and guessing is what makes estimates wrong.
The single most useful habit for the whole exercise: for anything I ask about, dig out three real examples from past projects. One example flatters. Three show me how much things vary — and the variation is the work.