Resources

Updated

Templates from the desk — not the internet.

Checklists shaped by NepalIPMS, OCR intake, and edge SaaS shipping. Copy freely; adapt to your domain.

What
Practical templates & checklists
Who
Builders shipping workflow software
Why
Reuse operating judgment
Next
Playbook · Decisions

01

Product requirement sketch

When I use it: before writing APIs for a desk workflow — not a 40-page PRD.

  • Who operates this daily? Who decides? Who gets blamed when it fails?
  • What is the current workaround (spreadsheet, memory, inbox)?
  • What does “done” look like on a Monday morning?
  • Which errors are embarrassing vs career-threatening?
  • Domain objects (e.g. company → file → matter) — not feature bullets.
  • Out of scope for v1 — explicitly listed.
  • Success signal you can observe in production (not vanity).

How I build · NepalIPMS case

02

AI feature evaluation checklist

When I use it: before adding OCR, drafts, or “assist” to a system of record.

  • Does this remove repeated work — or only impress in a demo?
  • Where does the suggestion land? (Must be a review surface.)
  • Can a wrong accept create silent liability?
  • Is confidence visible beside every field/suggestion?
  • What is the human override path?
  • How will we measure usefulness after ship (time saved, rework, trust)?
  • Is the model the product — or a stage in a workflow?

Playbook · HITL pattern

03

Product discovery checklist

When I use it: sitting with a desk before designing screens.

  • Watch one full real task end-to-end (not a interview summary).
  • List every tool touched (drive, mail, sheet, WhatsApp, paper).
  • Capture the moment trust breaks (wrong mark, missed deadline).
  • Map who must confirm before the system of record updates.
  • Note bilingual / messy input realities.
  • Write the friction sentence in their words.

04

Engineering handoff template

When I use it: when another builder (or future me) must operate the slice.

  • Purpose of this slice in one sentence.
  • Domain objects touched; migrations required.
  • API surface + auth assumptions.
  • Failure modes and how they surface to the desk.
  • How to deploy; how to roll back.
  • What is intentionally unfinished.
  • Link to decision / ADR if a tradeoff was locked.

05

Architecture review checklist

  • Does the data model match how the desk already works?
  • Where is tenant isolation enforced?
  • What happens when OCR/AI is wrong?
  • Can one person operate this stack?
  • Expand-contract path for schema change?
  • Observability: what do we log without PII?
  • Diagram exists and is downloadable?

Diagrams

06

UX review checklist (non-technical operators)

  • Can the task be completed without reading docs?
  • Is the next action obvious after every save?
  • Are dangerous actions reversible or confirmed?
  • Does search return something trustworthy under time pressure?
  • Are empty states honest (not marketing)?
  • Mobile/desk: which device is primary for this role?

07

Release checklist

  • Migrations applied (or expand step live).
  • Feature flag / path for rollback named.
  • Desk-critical path smoke-tested with real-shaped data.
  • Changelog / journal note drafted (what + why).
  • No silent AI write paths introduced.
  • Status / product page updated if user-facing.

08

Deployment checklist (Cloudflare-first)

  • wrangler / CI deploy of Worker + assets.
  • D1 migrations version-checked.
  • R2 / KV bindings present in prod.
  • Secrets not in client bundles.
  • Smoke: health, auth, one write, one search.
  • Confirm previous version ID known for rollback.

Cloudflare-first pattern

09

Technical decision record (ADR)

Mirror of the public decision log schema.

  • Context — forces and constraints.
  • Alternatives — at least two real options.
  • Decision — what we chose.
  • Trade-offs — what we give up.
  • Outcome — what happened after ship.
  • Same today? — revisit date or yes/no with reason.

Decision log

10

Incident postmortem template

Blameless. Desk impact first.

  • Problem — what the desk experienced.
  • What happened — timeline of facts.
  • Why — contributing causes (not villains).
  • What changed — code, process, monitoring.
  • What we’d do differently — prevention.
  • Customer/comms notes if external impact.

Lessons from production