MERCHANT DASH LLC ยท PRACTICAL PREPARATION Define project boundaries before adding more work Explain what a business project includes, what it excludes and how proposed additions will be reviewed. Keep a useful improvement from becoming an unrecorded commitment. Use this checklist privately. Do not add account numbers, personal identifiers or confidential documents. 1. Write the intended outcome in one sentence. Notes: __________________________ 2. Name the spaces, items and processes included. Notes: __________________________ 3. List related work that is deferred or handled elsewhere. Notes: __________________________ 4. Separate unclear responsibilities from confirmed exclusions. Notes: __________________________ 5. Record each proposed addition and the assumptions it changes. Notes: __________________________ 6. Carry the current scope into the next project document. Notes: __________________________ This is a preparation checklist, not an application or a funding decision. Brevo Capital requests are unavailable in FL and GA. Additional restrictions depend on the selected product and program. Guide: https://merchant-dash.com/funding/guides/define-project-boundaries-before-adding-more-work