AWS CONSULTING SCOPE WORKSHEET

Editable resource — adapt to the real organization and appointment.
Do not include passwords, tokens or private customer records.

Business problem: Describe the observed issue, the affected users or teams and the decision the company needs to make. State what would count as a useful outcome.

Workload and boundaries: Identify the applications, environments and dependencies included. Explain what is excluded and which internal owners need to participate.

Current evidence: List available architecture records, operating observations, cost periods and previous investigations. Distinguish verified facts from assumptions and missing information.

Engagement type: State whether the request is for assessment, implementation, operational coverage or a combination. Ask the provider to separate those components in the proposal.

Access and changes: Identify who approves access, who approves production modifications and how changes are reviewed and verified. Do not place credentials in this worksheet.

Deliverables: Name the reports, versioned infrastructure changes, test evidence and operating instructions expected. Assign an acceptance owner for each material output.

Commercial assumptions: Request the fee basis, exclusions, internal effort, ongoing service costs and any relevant provider incentives. Ask how changes to scope will be agreed.

Continuity: Specify the information, access ownership and knowledge transfer needed at handover. Identify who operates the workload afterward and how unresolved issues are recorded.

Prepared from https://fractionalctoexperts.com/consultants/aws-consultant