Five Document Review Checks to Keep Your Customers

If you are in the consulting world (Professional Services) or review technical design documents for internal teams, this Review Checklist template is for you.  These five checks help you not to lose your customers by sending document without proper checks/ review.

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Technical document peer review checklist can be used as part of the process to sign off the design document or proposal to send it to the customer.

What motivated me to write this checklist?

In my more than 10 years of consulting experience, I have seen many proposals and design documents released to the customer with multiple flaws like,

·         The solution doesn’t meet the customer requirements

·         The solution doesn’t meet the customer budget

·         There is a better way to design a solution to serve the customer requirements

·         Grammar and spelling mistakes

Peer Review Check List for Technical Documents

Document Name:            xxxxx

Document Type:              Proposal/ Design

Document Author:          xxxxx

(Note: This checklist assumes that you have a technical design or proposal ready and asking your colleagues to review the document before sending it to customer/ stakeholders.)

S.no		Review Item	Description	Review Status
1	Solution Technical Feasibility		Technical feasibility of the proposed solution and meet the customer business case	☐
2	Solution Critics		Critic and advise if there is a better way to design and deliver the solution	☐
3	Effort/ Cost ( Applicable for proposals only)		Effort or cost to deliver the solution	☐
4	Grammar Check		Grammar check of the entire document	☐
5	Spell check		Spell check of the entire document	☐

Document Reviewer      :   xxxxxx

Date                                      :

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