[1] Sales produce either an internal or a customer specification together with an agreed set of information (a pro-forma checklist?) about the project, such as:

• Name of customer & primary contact
• Nature or purpose of the project
• Estimated timescale
• Release of Lotus Notes to be used
• Operating system & version
• Client only, web browser only or both client and browser.
• The development approach required (fixed price or T&M)
• Source code to be provided: yes or no
• Training required (if any)
• Informal vs formal
• Agenda required: yes or no
• Training documentation required: yes or no
• Documentation required (if any) and format:
• User and/or technical
• Paper based and/or on-line help
• The invoicing arrangements agreed with the customer, for example:
• At agreed stages/deliverables
• At the end of the project
• At end of each month’s development