# WordPress plugin evaluation worksheet

By Ajju Iglesias. Complete with sample data. Do not include credentials, API keys or private customer records.

## Requirement and existing coverage
- Business task and desired outcome:
- Essential steps and exceptions:
- Must-have capabilities:
- Optional preferences:
- Existing tool responsible for this function:
- Proposed overlap and which tool will own each responsibility:

## Candidate and requirements
- Product, official documentation URL and date checked:
- Evaluated version and licence edition:
- WordPress, PHP, theme and important integration versions:
- Required add-ons or external services:
- Relevant release notes and known limitations:
- Specific unanswered provider question and documented answer:

## Ownership and costs
- Purchase account owner (no password):
- Licence billing period, renewal terms and site allowance:
- Required add-on and external service costs:
- Setup, testing and ongoing care allowance:
- Behaviour when the subscription ends:
- Support channel, eligible plan and responsibility boundaries:
- Update, monitoring and recovery owner:

## Data flow
- Information collected:
- Storage locations and external destinations:
- Roles allowed to read, change or export data:
- Integration access required:
- Failure and recovery behaviour:
- Test environment safeguards against real external actions:

## Test record
For each test record expected result, baseline, candidate result, evidence and unresolved issue.
1. Main visitor task on phone and keyboard.
2. Invalid entry and understandable recovery.
3. Successful submission and recoverable record.
4. Staff retrieval and routine editing with intended role.
5. External delivery or integration failure.
6. Existing important customer workflows.
7. Relevant performance measurements with consistent conditions.
8. Export opened and checked for required fields and relationships.
9. Deactivation/removal behaviour and dependent page content.

## Decision
- Accept / reject / investigate:
- Reasons supported by observed evidence:
- Remaining conditions before release:
- Recovery and replacement plan:
- Decision owner and date:
- Trigger for reviewing this choice: