Software Planning
Questions to Answer Before Hiring a Software Developer
A capable software developer can help clarify a product, but the business still needs to provide direction. The most productive projects begin with a shared understanding of the problem, users, current workflow, priorities, constraints, and ownership. You do not need a technical specification before the first conversation. You do need enough business context to make discovery and estimates meaningful. Answer the following questions before comparing proposals.

Section 1
What Problem Are You Solving, and What Should Improve?
Describe the problem in operational terms. Avoid starting with “we need an app.” Explain what currently happens, what is difficult, who is affected, and why the issue matters now.
Define the desired outcome using observable change: reduce enquiry response time, let customers book without calling, eliminate duplicate entry, give managers live project status, or validate whether users will pay for a SaaS product.
A clear outcome helps the developer challenge unnecessary features and propose a smaller or more suitable solution.
Related Service
Bring the Business Context—Criflet Will Help Shape the Technical Plan
Criflet can lead a discovery process that turns your goals, workflows, data, users, and constraints into a clear scope and delivery roadmap.
Start Project DiscoverySection 2
Who Will Use the Software, and in What Context?
List user groups such as customers, employees, managers, partners, vendors, field staff, and administrators. For each group, describe what they need to accomplish, what information they can access, and what device or environment they use.
Context affects product decisions. A field technician on weak mobile internet has different needs from an office manager using a desktop. A customer who uses the product once needs a different onboarding experience from an employee who uses it daily.
Identify the primary user and workflow. Trying to satisfy every audience equally in the first release usually creates an unfocused product.
Section 3
How Does the Process Work Today?
Bring real examples: spreadsheets, forms, email templates, screenshots, reports, documents, messages, and existing tools. Walk through a recent case from beginning to end.
Explain exceptions and failure points. What happens when information is missing, a payment fails, an approver is absent, a customer changes their request, a property becomes unavailable, or two people edit the same record?
The current process reveals data, roles, integrations, rules, and adoption risks that a feature list often hides.
Section 4
What Is Essential for the First Release?
Separate must-have outcomes from useful enhancements. A must-have is required for the core user to complete the main job safely. A preference improves convenience or polish but can be postponed without breaking the value proposition.
Ask what evidence the first release should produce. For an internal system, success may be fewer errors or faster processing. For a startup, it may be activation, repeated use, or paid conversion.
Keep a “later” list for advanced reports, extensive customisation, secondary roles, rare exceptions, and integrations that do not affect validation or immediate operations.
Section 5
What Data Will the Product Store or Process?
Identify personal information, financial data, health data, employee records, documents, location, media, messages, and commercially sensitive information. Explain where the data comes from, who should access it, and how long it must be retained.
Discuss security, privacy, contractual, and regulatory requirements early. The developer should not discover halfway through the project that the product needs detailed audit logs, regional hosting, special consent, data export, or strong separation between customer accounts.
Decide whether historical data must be migrated and assess its quality. Migration can become a project of its own.
Section 6
Which Systems Must It Connect With?
List existing CRM, accounting, payment, email, WhatsApp, calendar, document, mapping, identity, analytics, hardware, or industry platforms. Distinguish required integrations from convenient ones.
For each connection, identify the system owner, access method, API documentation, sample data, approval process, and whether the integration must be real time. External systems can add cost and uncertainty, particularly when documentation or access is limited.
A developer should explain failure handling: what happens when the external service is slow, unavailable, sends duplicate events, or changes its data.
Section 7
What Budget and Timeline Are Realistic?
A budget range helps the developer recommend an appropriate scope and delivery approach. Hiding the budget does not create a more objective estimate; it often creates proposals for very different products that are difficult to compare.
Explain why the deadline exists. A regulatory date, customer commitment, event, funding milestone, or seasonal launch deserves different planning from a general preference to move quickly.
Be prepared to trade scope, time, and cost. When the deadline and budget are fixed, the first-release scope must remain flexible.
Section 8
Who Will Make Decisions and Provide Feedback?
Name the product owner or decision-maker. This person should answer business questions, prioritise trade-offs, coordinate stakeholders, review work, and accept completed functionality.
Define how often you can provide feedback and who must approve design, scope changes, content, security, and launch. Slow or conflicting decisions can affect delivery more than development speed.
Clarify communication expectations, documentation, meetings, demos, issue tracking, and access to business users.
Section 9
What Should the Agreement Cover?
The contract should clarify deliverables, payment milestones, change requests, assumptions, exclusions, acceptance, intellectual property, source-code access, third-party licences, credentials, confidentiality, cancellation, and dispute handling.
Confirm who owns hosting accounts, domains, repositories, analytics, app-store accounts, and service subscriptions. Business-controlled accounts reduce dependence on a single supplier.
Ask what happens if the relationship ends. You should be able to receive current source code, documentation, data exports, credentials, and deployment information covered by the agreement.
Section 10
What Happens After Launch?
Define the warranty period, bug handling, maintenance, monitoring, security updates, backups, support hours, response priorities, and future development process. Software needs continuing ownership even when the initial project is complete.
Identify who will manage users, content, settings, data quality, and support internally. Ask for training and documentation appropriate to the system and team.
Plan a controlled launch, feedback collection, and post-launch review. The first release should start a product lifecycle, not end the conversation.
Section 11
Questions to Ask the Developer
A strong developer or product partner should ask detailed questions before promising a solution. Evaluate how they reason about the business process, risks, users, edge cases, security, and long-term ownership—not only the frameworks they use.
Ask them to explain their assumptions, proposed phases, testing process, communication cadence, examples of relevant work, and the largest uncertainty in the estimate. Clear trade-offs are more useful than confident guarantees.
- What would you validate before full development?
- Which part of this scope creates the most risk?
- What would you remove from the first release?
- How will permissions and data security be tested?
- How will progress and changes be documented?
- What will we own and receive at handover?
- What support is available after launch?
Next Step
Prepare the Project for a Better Estimate and Better Outcome
Send Criflet your current process, goals, examples, and constraints. We will help you turn them into a clear first-release plan before unnecessary development begins.
Contact CrifletFrequently Asked Questions
Common questions about this topic.
No. You need enough business context to begin discovery. The developer should help turn that context into workflows, priorities, risks, and a scoped plan.
Yes, a realistic range helps align the scope and approach. It also makes proposals easier to compare because suppliers are solving within the same constraint.
Compare included scope, assumptions, quality activities, team roles, delivery process, ownership, support, and risks—not only the total price or hourly rate.
The agreement should clearly state ownership and any third-party restrictions. In most custom business projects, the client should receive the agreed source code and control key accounts.
A detailed fixed promise made before understanding users, workflows, data, integrations, edge cases, and acceptance criteria is a major risk.