Clarify - Scoping & Estimation (Internal)¶
Never client-facing. The unit each step is sized in, its S/M/L/XL bands, and the role mix - one section per step, in step order. Hours per step per tier are in the effort model; the tier model and prices in productisation.md. Bands and tiers are defined in depth.md.
1.1 Stakeholder Alignment & Context¶
Unit: Number of stakeholders / teams
| Band | Description |
|---|---|
| S | 1–3 stakeholders (single team) |
| M | 4–8 stakeholders (multiple teams) |
| L | 9–15 stakeholders (complex org) |
| XL | 15+ stakeholders / governance-heavy |
Role mix:
- Principal-heavy (sense-making, facilitation)
- Mid supports documentation
1.2 Users & Audience Insight¶
Unit: Research depth
| Band | Description |
|---|---|
| S | Canvases + analytics review only |
| M | + user survey |
| L | + user interviews (survey and interviews) |
| XL | Multiple audiences / regions |
Role mix:
- Principal designs research
- Mid executes and synthesises
1.3 Current-State Evaluation¶
Unit: Audit scope - strands × estate size (aligned with the tier files)
| Band | Description |
|---|---|
| S/M | Focused: technical + accessibility/performance in full, light UX pass, content inventory-only |
| M/L | Core: full multi-strand (UX, content, technical, a11y/perf) |
| L/XL | Full: all five strands including brand, multiple properties |
Role mix: by discipline - see the strand ownership table. A principal per discipline owns judgement; mids execute the checklists.
1.4 Market & Search Context¶
Unit: Market & search depth (aligned with the tier files)
| Band | Description |
|---|---|
| S | Focused: three competitors at surface level; no standalone report |
| M | Core: competitor review (three) taken deep + search review at standing/protect-list depth, with a written section |
| L | Full: full set (up to five), full demand mapping feeding IA, AI visibility check |
| XL | Multiple markets, regions, or languages |
Role mix: split by discipline - strategy/brand owns the competitor review; engineering owns the search review. Principals own framing and conclusions; mids execute.
1.5 Synthesis & Direction¶
Effort model: fixed effort per project (not banded) - synthesis cost does not scale with project size the way research does. To confirm.