Skip to main content

Post-Planning Tasks Checklist

Last Updated: November 19, 2025 Purpose: Track all tasks needed before and during development phase

📋 Overview​

The planning phase is complete! This checklist covers all remaining tasks before development can begin, and important tasks for the early development phase.

Status: Planning phase ✅ Complete | Development phase ⏳ Not started

🚨 Critical - Before Development Starts​

Stakeholder Review & Decisions​

  • Review open questions with stakeholders

    • Location: /docs/reference/open-questions.md
    • 20 questions organized by priority
    • Schedule stakeholder meeting
    • Document answers in new Q&A session in qa-answers.md

  • Final MVP scope confirmation

    • Review all MVP features with stakeholders
    • Confirm what's in/out for first release
    • Get sign-off on timeline and priorities

  • Review and approve UI specifications

    • Walk through all 30 views in views.md
    • Confirm workflows make sense
    • Get approval for UI mockup generation

Documentation Quality Assurance​

  • User cases deep audit

    • Verify ALL SQL examples match current schema (27 tables)
    • Check for references to old table names (e.g., "profiles" instead of "crew_profiles")
    • Ensure all user cases reflect latest schema features
    • Verify all status enums match schema definitions
    • Estimated time: 8-12 hours

  • Schema consistency check

    • Verify all fields mentioned in docs exist in schema.dbml
    • Check all foreign key relationships are documented
    • Ensure enum values are consistent across docs
    • Validate multi-tenancy (all tables have company_id where needed)

  • Cross-reference validation

    • Check all internal links work
    • Verify all references to views exist
    • Ensure all API endpoints map to schema tables
    • Validate all SQL examples are syntactically correct

⚙️ Development Environment Setup​

Database​

  • Set up PostgreSQL database

    • Local development database
    • Staging environment database
    • Production environment database (when ready)

  • Generate SQL from schema.dbml

    • Use dbdiagram.io to export SQL
    • Create migration files
    • Test migrations locally

  • Create seed data

    • Example company (New Century Production)
    • Example admin users (Susanne, Ken, Jonas)
    • Example crew (Lisa, Johan)
    • Example project with assignments
    • Test data for all major workflows
    • Deliverable: seed-data.sql

Backend Setup​

  • Technology stack finalization

    • Review tech-stack.md recommendations
    • Finalize framework choice (Laravel 11 recommended)
    • Set up project structure
    • Configure development environment

  • Authentication setup

    • Laravel Breeze/Fortify installation
    • Session-based auth for web
    • Sanctum for future mobile apps
    • Password reset workflow

  • Multi-tenancy implementation

    • Company isolation middleware
    • Tenant-scoped queries
    • Subdomain routing (backend.pbs.com, crew.pbs.com)

Frontend Setup​

  • Frontend technology selection

    • Review options (Inertia.js, Livewire, or API + React/Vue)
    • Set up frontend build pipeline
    • Configure responsive design system

  • Design system creation

    • Color palette
    • Typography
    • Component library
    • Mobile-first responsive breakpoints

📚 Documentation for Developers​

Developer Onboarding​

  • Create developer guide

    • File: /DEVELOPER_GUIDE.md
    • How to set up local environment
    • How to run documentation site
    • How to understand the schema
    • How to navigate user cases
    • Code style guidelines
    • Git workflow

  • API documentation

    • Expand api-requirements.md with detailed specifications
    • Request/response examples
    • Error codes and messages
    • Authentication requirements
    • Rate limiting rules (if applicable)

  • Database documentation

    • Generate ER diagram from schema.dbml
    • Create visual schema diagram
    • Document complex relationships
    • Add query examples for common operations

Technical Specifications​

  • Validation rules documentation

    • File: /docs/reference/validation-rules.md
    • Email format validation
    • Phone number formats (international)
    • Currency code validation (ISO 4217)
    • Date range validations
    • File upload limits (size, type)
    • Password requirements
    • Field length limits

  • Error scenarios documentation

    • File: /docs/reference/error-scenarios.md
    • What happens when booking crew with conflicts?
    • What happens when deleting company with projects?
    • What happens when offer expires?
    • Foreign key constraint violations
    • Unique constraint violations
    • Business rule violations

  • Business rules consolidation

    • File: /docs/reference/business-rules.md
    • When can financials be finalized?
    • When can assignments be cancelled?
    • When can offers be withdrawn?
    • Conflict resolution rules
    • Multi-currency exchange rate rules
    • Document access control rules

  • Cascade delete rules documentation

    • ON DELETE CASCADE vs RESTRICT vs SET NULL for all foreign keys
    • Data integrity preservation rules
    • Soft delete vs hard delete decisions

🧪 Testing Strategy​

Test Planning​

  • Define testing approach

    • Unit testing strategy
    • Integration testing strategy
    • E2E testing strategy
    • Manual testing procedures

  • Create test cases

    • Test cases for each user case (UC-01 to UC-16)
    • Happy path scenarios
    • Edge cases
    • Error scenarios
    • Performance test scenarios

  • Set up testing infrastructure

    • Testing framework setup (PHPUnit, Pest, etc.)
    • E2E testing tools (Cypress, Playwright, etc.)
    • CI/CD pipeline for automated tests
    • Test database setup

Critical Path Testing​

  • Identify critical paths

    • User registration and login
    • Assignment offer flow
    • Assignment acceptance
    • Financial finalization
    • Document upload
    • Multi-company crew workflows

  • Create test data for critical paths

    • Positive test cases
    • Negative test cases
    • Boundary conditions

🎨 UI/UX​

Mockups & Design​

  • Generate UI mockups from views.md

    • Use Figma, Sketch, or similar tool
    • Create mockups for all 30 views
    • Mobile and desktop versions
    • Interactive prototypes (optional)

  • User testing preparation

    • Define user testing scenarios
    • Recruit test users (if possible)
    • Create feedback collection forms

  • Accessibility audit

    • Review WCAG 2.1 requirements
    • Plan for keyboard navigation
    • Plan for screen reader compatibility
    • Color contrast checking

🔐 Security & Compliance​

Security Review​

  • Security audit of schema

    • Identify sensitive fields
    • Plan encryption for sensitive data
    • Review access control requirements
    • GDPR compliance check

  • Authentication security

    • Password hashing (bcrypt)
    • Session security
    • CSRF protection
    • Rate limiting for auth endpoints

  • Data privacy compliance

    • GDPR requirements review
    • Data retention policies
    • User data export capability
    • Right to be forgotten implementation

📦 Deployment & DevOps​

Infrastructure Planning​

  • Hosting decision

    • Choose hosting provider
    • Plan server specifications
    • Database hosting
    • File storage solution (for documents)

  • Domain & SSL setup

    • Register domains (or configure subdomains)
    • SSL certificates
    • DNS configuration

  • CI/CD pipeline

    • Automated testing on commits
    • Automated deployment to staging
    • Production deployment workflow
    • Rollback procedures

📊 Project Management​

Sprint Planning​

  • Break down into sprints

    • Review implementation-plan.md
    • Create sprint backlog
    • Estimate story points
    • Define sprint goals

  • Set up project tracking

    • Choose project management tool (Jira, Linear, etc.)
    • Create epics and stories from user cases
    • Define definition of done
    • Set up sprint boards

  • Define milestones

    • Alpha release (internal testing)
    • Beta release (limited users)
    • MVP release (production)
    • Post-MVP iterations

Team Organization​

  • Define roles & responsibilities

    • Backend developers
    • Frontend developers
    • UI/UX designer
    • QA/Testing
    • Project manager
    • DevOps

  • Communication setup

    • Slack/Teams channels
    • Daily standup schedule
    • Sprint planning meetings
    • Retrospectives

🎯 Success Metrics​

Define KPIs​

  • Technical KPIs

    • Page load time targets
    • API response time targets
    • Error rate thresholds
    • Uptime requirements

  • Business KPIs

    • User adoption rate
    • Time saved vs manual process
    • User satisfaction score
    • Feature usage analytics

  • Performance benchmarks

    • Expected data volumes (projects, crew, assignments)
    • Concurrent user targets
    • Database query performance targets

📝 Content & Copywriting​

Application Content​

  • Write all static content

    • Welcome emails
    • Help text for forms
    • Error messages (user-friendly)
    • Success messages
    • Onboarding tooltips

  • Create help documentation

    • User manual for admins
    • User manual for crew
    • FAQ section
    • Video tutorials (optional)

  • Legal documents

    • Terms of Service
    • Privacy Policy
    • Data Processing Agreement (for GDPR)
    • Cookie Policy

🚀 Launch Preparation​

Beta Testing​

  • Recruit beta users

    • Internal team testing
    • Friendly companies for beta
    • Define beta testing period

  • Beta feedback collection

    • Feedback forms
    • Bug reporting process
    • Feature request tracking

Production Readiness​

  • Production environment setup

    • Production database
    • File storage
    • Email service
    • Monitoring and logging

  • Backup & recovery plan

    • Database backup schedule
    • File backup schedule
    • Disaster recovery procedures
    • Data retention policy

  • Support & maintenance plan

    • Bug reporting process
    • Support ticketing system
    • On-call rotation (if needed)
    • Maintenance windows

✅ Completion Criteria​

Planning phase is complete when:

  • ✅ All schema documented (27 tables)
  • ✅ All views specified (30 views)
  • ✅ All user cases documented (16 user cases)
  • ✅ All MVP decisions made (60+ Q&A)
  • ✅ Post-MVP features identified

Ready for development when:

  • ⏳ Stakeholder open questions answered
  • ⏳ User cases audited and verified
  • ⏳ Seed data created
  • ⏳ Development environment set up
  • ⏳ Sprint plan created

Ready for launch when:

  • ⏳ All MVP features implemented
  • ⏳ All critical paths tested
  • ⏳ Beta testing complete
  • ⏳ Production environment ready
  • ⏳ Support system in place

📞 Resources​

Documentation:

External Resources:

Questions? Refer to Open Questions or contact the project team.

Status Updates: Update this checklist as tasks are completed. Track progress in project management tool.