Project's checklist


Foster continuous improvement within sophilabs, by promoting a self-critical culture that thrives on welcoming and adapting to change. To do so, the Squad operates through basic quality tools (such as customized checklists), allowing each project a thorough process-alignment analysis against best practices for specific knowledge-domains like Security, Software Design, Methodologies, etc.

Checklists are built on top of a simplified "Objectives & Key Results" approach, where expected results align with best practices and are validated by specific questions. In consequence, deviated results are visible and suggested action plans can be assessed and implemented.

E.g.: "Does every team (and team member) subscribe to Agile management practices? - Assistance can be requested from the Agile Master to assess the team's knowledge gaps and implement Agile awareness workshops"



  • Do you have a project Manifesto or README? - Include a file in your project to help to newcomers so they can start working without inconvenience. Take a look at Kick Off section to get a sample.

Security Checklist

Server Configuration

  • Are you actively applying security patches? - Apply security patch in your applications is important to reduce vulnerabilities. If you want to know more about security patches you can take a look at Patches section.
  • Do you have SSH configured with a password and without root login? - Configuring SSH properly on your servers is important to reduce vulnerabilities. You can check how to do this in the SSH section.
  • Are you only using version 2 of SSH protocol? - Using the latest version of the SSH protocol is safer. For more information check SSH section.
  • Are you using HTTPS everywhere? - Using HTTPS protocol is important to build safe web apps. If you don't know how to configure it take a look at HTTPS Guidelines.
  • Are you using HSTS? - HSTS helps your site to enforce SSL/TLS usage for your users, so you can prevent protocol downgrade attacks and cookie hijacking. If you don't know how to configure it take a look at HSTS Guidelines.
  • Are you whitelisting database connections? - Whitelisting database connections is important to protect your data. You can learn how to do this reading the Security Database Section.

Identity and Access Management (IAM)

  • Are you limiting the login attempts in your app? - Limiting the login attempts in your apps is important. Take a look to Login Section
  • Do you create users with autogenerated passwords instead of predefined ones? - Using autogenerated passwords prevents impersonation. Read the Password Section to learn more.
  • Are users the only ones who know their own passwords at all times? - Help users prevent impersonation by providing a robust framework for password creation and management, take a look at the Password Section for guidance.
  • Do you store passwords with a proper cryptographic hashing algorithm? - Storing passwords in secure way is very important. If you want to learn about secure ways to store your passwords read the Password Section.
  • Do your app sessions/tokens expire? - Managing your sessions in a secure way is fundamental. Recommendations on how to manage sessions can be found in the Session Section.
  • Are you rejecting invalid data on every input? - Validate input data is important to prevent SQL injections attacks, for example.

Security in Development

  • Does your team restrict development servers connection to be from localhost? - Ensuring appropriate security in development environments is of great importance, you can take a look at the Server security.
  • Does your team use a system to store and/or share passwords? - Storing passwords securely and sharing them through secure Password management tools is critical. You can read our recommendations in the Store and share passwords section.
  • Does your team use password protected SSH keys to access development servers? - Configuring SSH appropriately on your servers is important to reduce vulnerabilities (even during development). You can check how to do this in the SSH section.

Testing Checklist

Unit Test

  • Are you actively writing and running unit tests in your project? - Incorporating unit tests from start is crucial to boost code-quality and to avoid introducing bugs in future releases. Examples of how to write unit tests can be found in the Unit testing section.
  • Are you actively writing and running load tests in your project? - Load tests are important guarantee good performance in your application. You can learn about it in the Load Testing section.


  • Are you actively measuring your code coverage? - Measuring your coverage makes you aware of how much of your code is covered with tests. There are several options depending on your technology stack, you can found some in the Unit testing section.
  • Do you run code coverage measurements automatically for each merge request? - Leveraging testing tasks through your continuous integration process is the best way to detect bugs prior releases. Take a look at the Testing section to know more of the available types of test you can use.

Testing in CI

  • Do you prevent merging pull requests (or building) if team-defined criteria is not met? (e.g., coverage below 90%, failing test, etc.) - Test execution and coverage checking prior new code merges to the codebase prevent the introduction of untested code. Take a look at the Testing section to know more of the available types of test you can use.
  • Is your testing setup written inside your project's manifiesto file, and is it being actively updated? - Having a testing section in your project's manifesto makes it easier to share common knowledge and practices, especially when on-boarding new developers into the project.

Deployment Checklist


  • Are you using a version control system (VCS)? - Using a version control system is important to keep control of the changes in your code. To get more information take a look at VCS.
  • Are you using a containerization or virtualization system? - In order to boost your project's flexibility and portability we recommend using a containerization system. Take a look at Containerization.
  • Are you using continuous integration (CI)? - Using Continuous Integration helps you customize and automate deployments tasks, streamlining the whole process and reducing potential downtime. To learn more take a look at CI.
  • Are you using a staging server for development branch releases? - Set up a staging server to improve the project's visibility and the overall development process.
  • Does your project have a rollback plan? - Rollback plans are important to ensure availability. To learn more take a look at Rollback section.
  • Is the deployment process well documented in the project's manifiesto file? - Having a deployment section in your project's manifesto makes it easier to share common knowledge and practices, especially when on-boarding new developers into the project.

Software Design Checklist


Code Analysis Checklist

Code Style

  • Does the authored code in your project comply with the respective code style guidelines? (This excludes third-party code). - You can take a look at our Code Analysis Guidelines for ways to verify the code style in your project.
  • Do commit messages follow a defined format respected by all your team members? - You can take a look at our commit hooks section to learn how to verify your commit messages.
  • Does your project have an automated way to verify the compliance of code guidelines and commit messages? - You can take a look at our commit hooks section to learn how to automate the execution of these validations.

Branching Strategy


  • Does your project have documentation for new hires explaining the Tools needed for work and processes involved in the everyday work? - Take a look to our Documentation section

Methodologies Checklist

Agile Framework

  • Does your project use a defined agile framework? - Work with management, client and an agile coach to determine the best fit for your project. Projects in need of an adaptive approach would benefit from selecting a defined framework for easy adoption that helps it fulfill its goals.

Development Team

  • Does the team self-organize to tackle work? - Identify knowledge gaps within team's members. - Aid less knowledgeable or new team members to get trained appropriately. - Adopt implementation of workshops (either for technical or management knowledge gaps removal).
  • Is the team cross-functional? - Perform team dynamics to identify the reasons why there's role-lock - Propose distributed workload adoption and internal coaching on teams, so they're able to even out gaps locking members into specific roles.
  • Is "Definition of Done" (DoD) agreed by all? - If exists but unclear (or not visible to all) make sure to refine it and make it visible to the whole team. - Schedule a session with a dynamic aid for PO and dev team to agree on a clear Definition of Done.
  • Does the team respect DoD? - Meet with the dev team to assess the reason behind DoD non-compliance. Include PO in dynamics when required to realign both parties.
  • Are all team members co-located? - Implement "work team co-location" of development teams and all core roles as a mandatory policy.
  • Have distributed teams clear communication rules? - When not possible (distributed teams), have all team members agree on a common working schedule and appropriate communication channels.

Agile Coach

  • Is there an Agile Master? - Work with management, PO & client/stakeholders to appoint an appropriate agile master
  • Does the team comply with agile practices & processes? - Ask agile master to engage in the team's activities; agile master should focus on inspecting how work is done and identifying areas for improvement. - Make sure the agile master is appropriately trained and seasoned in agile practices.
  • Does the team help to achieve goals by removing impediments? - The agile master should be invested with the team and participate in team's ceremonies as much as possible; this enables impediments recognition and action plans
  • Does the Agile Master protect the team? - Teams should be wary and vigilant of their own limits, but it's always a good idea to ask the agile master for feedback about commitment vs. capacity gaps management. - Ask the agile master for help assessing the team's delivery capacity vs. commitments and making suggestions about it.

Business/Customer Representative

  • Is there a clearly defined "Product Owner" (PO)? - Negotiate with management and clients/stakeholders to appoint a PO aligned with the required attributes to successfully fulfill the role.
  • Is the PO empowered to prioritize? - Negotiate the clients/stakeholders acknowledgment empowering the PO to be the "Voice of the Customer". Aid PO in acknowledging its faculty to prioritize, empower the role and follow its direction.
  • Has the PO enough knowledge to prioritize tasks? - Make sure that clients/stakeholders appoint the appropriate person (vastly knowledgeable of the product at hand) to perform the PO role. - If not possible, work with PO and stakeholders so they fill in product-related knowledge gaps.
  • Has the PO direct contact with dev team? - Always agree with PO as to which communication channels will be used and if segmentation by priority will be established. - Make sure PO commits to being available to dev team when needed.
  • Has the PO direct contact with stakeholders? - Constantly ask the PO to provide opinions, impressions and feedback from the stakeholder's point of view; if PO is unable to do so, urge PO to reach out to stakeholders and grasp their vision
  • Does the PO speak in "one voice"? - Ask PO to work in ordering stakeholder's ideas or requirements in means of priority and features, rather than simply including them as they come in. - In situations were several PO's are being catered, convene with all of them there's an unified front on their side and no conflicting prioritization or requests are made
  • Does the PO provide a clear product direction/ short-term goals? - Ask the PO to confirm the strategic goal for the product as a whole. Always match how the dev team's current efforts add towards reaching that goal. - If unknown, ask PO to address this with the stakeholder's community and organizational leadership - In lower-level goals, such as a sprint goal, Ask the PO to be specific as possible about.
  • Is the PO the only owner of the "Product Backlog" (PBL)? - If there's a PBL but the PO doesn't "own" it, meet with PO to discuss the PBL importance and obtain: PO's acknowledgment of the PBL's value (and risks of not having one), plus PO's commitment to PBL ownership and maintenance - If there's no PBL, ask your agile master to aid PO in consolidating it (dev team can also participate if needed).
  • Does the PO delegate PBL management to another person? - Best case scenario consists in trying to influence the PO to not delegate this essential function, discuss the PBL's importance and the risks of not actively engaging its management - In any other case, ask your agile master to aid PBL delegates in actively and appropriately managing it

Product Feature List (i.e. PBL)

  • Does the PBL exist? - If there's no PBL, ask your agile master to aid PO in consolidating it (dev team can also participate if needed).
  • Does the PO/delegate maintain the PBL? - Ask your agile coach to meet with the PO/delegates to discuss the importance of actively managing the PBL; failure to do so can harshly constraint the product development.
  • Does the PO prioritize top items by business value? - Discuss with PO about the importance of prioritization and how it relates to the product's vision and goals - If needed, conduct a workshop with PO & stakeholders (product community) to draft priorities appropriately.
  • Are the PBL's top items refined enough? - Work with PO in further refining epics and huge stories: discuss dev team's overall capacity and importance of PBI's fitting iterations
  • Are the PBL's top estimated by the team? - Make sure the PO is constantly grooming the PBL (if not, make clear to PO the value in doing so). - Work with PO and dev team so they cyclically conduct PBL grooming sessions.
  • Does the PO endorse all PBL items? - Make sure the PO is constantly grooming the PBL (if not, make clear to PO the value of doing so) - Discuss with PO the benefits of keeping a lean PBL: suggest constant grooming and removal of items no longer needed.


  • Has each iteration a max length of 2 weeks? - Identify (team discussion) reasons why dev team can't commit to a fixed sprint. - Suggest framework adjustments where applicable.
  • Is not the dev team disrupted/controlled by outsiders? - Identify external (to the dev team) parties that might be disrupting dev team's work - Engage them to discuss active sprint working rules, agree on establishing priority according needs to reach out to the dev team
  • Does the team deliver what they commit to? - Retrospect with the dev team about it. Focus dynamics on isolating reasons for the team not delivering to commitment. Work out action plans to resolve by next iteration
  • Does the team always end on time? - Identify (team discussion) occurrences and reasons why sprint might not be ending on time - Upon findings, work with dev team towards aiding situation.

Workflow Management

  • Is the Workflow controlled in a Kanban Board? - Ask the agile master to coach the team in implementing a work visualization board (such as a Kanban/Scrum board); this fosters transparency and ownership amongst team members
  • Does the board's workflow match the team's actual process? - Ask your agile master to help the team map their actual process workflow to make sure it's appropriately outlined in the visual work-board; techniques such as Value-stream mapping can help fulfill this task
  • Does the team identify idle times and know its lead time? - Ask your agile master to help the team determine how much time does the time take from the moment a requirement is received until it is fulfilled (lead time). Also, determine where the idle times lay (moments when parts of the team do nothing because of dependencies) - Techniques such as developing a Value-stream map can also help teams determine these factors and help take advantage of them
  • Are bottlenecks recognized & WIP limits in place to address them? - Aid dev team in analyzing Kanban Board and focusing on work items that are blocked or have been opened for longer than normal time. Identify workflow phases where there's too much work clutter. - Suggest to a dev team already recognizing bottlenecks and blockage, means to aid them: implement WIP limits.
  • Is the work progress updated daily? - Teams should strive to inspect and adapt as frequently as possible to make sure they're delivering value; so team members should commit to actively managing work through the workflow during their workday.
  • Does the team deliver on an agreed deadline? - Retrospect with the dev team about it. Focus dynamics on isolating reasons for the team not delivering to commitment. Work out action plans to resolve by next iteration.


  • Has the team planning sessions? - Urge team members to conduct planning sessions, even if this means small and informal ones. Teams must frequently align amongst themselves to check dependencies, brainstorm over impediments and work together towards their common goal.
  • Are the planning sessions weekly? - It's a good practice to have many levels of planning: successful teams usually have one big/formal planning session that's followed up by smaller/informal ad-hoc sessions, or make use of daily stand-ups or such to make sure plans are in check.
  • Is there a formal planning session with the PO once per iteration? - Urge the team to at least have one big/formal planning session that makes sense for a fair amount of work during a specified timeframe. - Remind them that successful teams meet of then to inspect and adapt, which is, in other words, conducting some sort of planning. - Engage PO over the importance of partaking in planning sessions: PO's ability to prioritize, clear up doubts and provide direction is paramount while planning. Urge him to participate at least of the most top-level/strategic planning sessions. Failure to do so might result in the delivery of work not required or not valuable to the client. - It's also a good practice to include the PO in as many planning instances as it makes sense and time/responsibilities constraints permit.
  • Does the PO maintain the PBL up-to-date? - Always touch base with PO about how a properly groomed PBL eases planning sessions. - If needed, work dynamics to help the PO groom the PBL appropriately.
  • Does the whole dev team participate in planning sessions? - Engage dev team members and make sure they understand how planning sessions ease their work. Encourage them to always participate and make the most out of it.
  • Is the PO satisfied with priorities and scope of work? - Ask PO/delegates about their individual impressions of disconformity with the plan, then help them achieve an agreement.
  • Is the whole team satisfied with agreed work plan? - Ask the dev team about their individual impressions of disconformity with the plan, then help them achieve an agreement.
  • Has each iteration a goal? - Make sure an appropriate goal was set for the sprint or milestone; all work items within should be aligned with it and completely clear to the dev team; otherwise, the team should meet to realign these points. - In case of different opinions about setting goals and their acceptance (either from the business side or the dev team), ask your agile coach to mediate to try and reach a consensus.

Milestones (e.g. Sprint BL , Work Plans)

  • Is the work plan highly visible? - Make the work plan visible to all: either by a physical board (including burndown chart and/or any other useful artifact), and/or with work tracking systems (such as Jira).
  • Is the work progress updated daily? - Discuss the importance of work progress tracking with the dev team, encourage them to always reflect their progress (or lack thereof).
  • Is the work plan owned exclusively by dev team? - Make it visible to all that the work plan belongs to the dev team: any tampering with it requires dev team's acknowledgement & approval. - Engage all other roles and stakeholders to acknowledge the work plan's ownership condition: suggest focus on PBL for future work alignment.


  • Does the "Stand-ups" occur at least once a day? - Suggest dev team to set aside some minutes each day to inspect as a group what they've worked on and what they plan to work in. - Successful teams conduct stand-ups at least once a day, at the same place and time, urge your team to adopt this practice. - Suggest the dev team to make good use of their stand-ups: a good starting point is to review the team's due goal and inspect the work they're doing towards achieving it. - Ask team members to try and save problems/impediments analysis for a separate session with other involved parties. To keep stand-ups lean, urge them to focus on collectively reviewing their current work and yielding short-term plans from it
  • Has the Dev team the ability to organize to solve problems/impediments? - Encourage the dev team to swarm towards solutions as a unit, keeping in mind proper distribution. - Encourage the dev team to bring up impediments on daily stand-ups, this inspection will foster team solutions - Ask the dev team how they usually organize their daily work, ask dev team if they are aware of what their peers are working in (and if their work doesn't collide)


  • Has the team demo/review sessions with the PO? - Discuss with PO and dev team reasons behind not having frequent product increment demos. - Urge your PO to participate in demos. PO role is central to this instance and helps the team keep track and realign with business strategic goals, as well receiving feedback helpful for that purpose. - Retrospect with the dev team about it. Focus dynamics on isolating reasons for the team not delivering the required quality. - Ask the PO: How would you rate this iteration's result, on a scale from 1 to 10?- In your opinion, what's missing to obtain a perfect score?


  • Has the team retrospectives frequently? - Encourage dev team to partake in a session dedicated to reflect on performance and lessons learned, aiming to yield small, incremental improvements. - Successful teams have a retrospective session at the very end of every work cycle. This guarantees teams don't lose grasp of valuable happenings, good or bad (and their learning of it); allowing collective inspection and implementing improvements before the next work cycle. - Tweak retrospective dynamics used with the dev team to obtain appropriate feedback, and coach them on defining SMART goals for short-term increments of improvement. - Remind teams to always review past action plans at the beginning of each Retrospective and to track their completion to guarantee improvement.