# Your BPO project brief

Blank planning template from Culvion Technologies. Fill what you know; mark unknowns as questions. This is not an order or a quotation. No information is sent by downloading it.

## The task or problem

What happens today? Which work needs attention, and why?

Your notes:

## First scope

Which queue, calling task, records or process should be included? What should stay outside it?

Your notes:

## Demand and coverage

Approximate volume, busy periods, channels, country, time zone, language and hours required. An estimate is fine.

Your notes:

## Knowledge and tools

Current guidance, sample tasks, systems, licences and access to assess. Do not include passwords or confidential customer records in an initial enquiry.

Your notes:

## Decisions and approval limits

What may the delivery team decide? What requires your approval or a specialist?

Your notes:

## Handoff

Who receives exceptions? Which evidence and next-update arrangement do they need?

Your notes:

## Output and review

What should be handed back? How will you check it? Who approves the first sample or batch?

Your notes:

## Practical constraints

Timing, budget context and currency, existing supplier responsibilities, data-handling requirements or other constraints to discuss.

Your notes:

## Open questions

What still needs discovery before scope, cost or availability can be agreed?

Your notes: