→ Talk to IT early:
What are the security requirements? What’s the hosting situation? What integrations are needed—CRM systems, authentication, payment processing? What’s the approval process for new tools or platforms? How long does IT review typically take?
Getting IT involved from day one prevents the scenario where we’re ready to launch and suddenly need approvals that take six weeks.
→ Identify all approval layers:
What needs department approval? What requires faculty sign-off? What goes to leadership or the board? When do those approvals happen—quarterly board meetings, monthly leadership meetings? How long does each approval process typically take?
We talked about this in Part 1, but it’s worth repeating: the surprise approval layers that surface during Client Acceptance Testing are what extend timelines most unexpectedly. “Oh, departments need to review this again” or “This needs to go to the board” when you thought you were in the final stretch.
Map these out upfront so they’re visible constraints in the timeline, not surprises.
→ Document accessibility requirements:
What standard do you need to meet? Do you report to a regulatory board? Do you have an internal accessibility team? What’s their review process and timeline?
Build accessibility compliance into the timeline from the start. It affects design decisions, development approaches, and QA processes. Treating it as an afterthought creates problems.
The pattern we see:
Projects that surface these requirements during discovery run smoothly. Projects that discover them in week 15 scramble to accommodate them, which affects other clients we have booked and creates stress for everyone.