Start with the people
List the teams, partners and customers who rely on the systems in scope. Their everyday work provides useful context for a review.
Use the first discussion to identify the information you already have and the questions that need further review. Keep the brief connected to your actual situation.
Map access and dependencies
Bring a simple view of the platforms you use, how access is managed and the information that moves between them. Note what needs checking rather than guessing.
Use the first discussion to identify the information you already have and the questions that need further review. Keep the brief connected to your actual situation.
Agree the next decision
Define what you need from the review: a clearer brief, a prioritised set of questions or a proposal for further assessment. Keep the initial scope practical.
Use the first discussion to identify the information you already have and the questions that need further review. Keep the brief connected to your actual situation.
- Share the context
- Confirm the practical requirements
- Agree who does what next

