---
title: Preparation Checklist
slug: contentandcollablab/preparation-checklist
description: Discover a detailed preparation timeline and processes for conducting a semi-bespoke lab with Adobe, highlighting key actions, pain points, and valuable use cases for participants.
docTags: 
createdAt: 2025-10-13T16:40:53.861Z
---

## Preparation Timeline

| Timeframe            | Lab Type                | Key Actions                                                                                                                                                                                       | Owner                 |
| -------------------- | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- |
| **3-4 weeks before** | Semi-Bespoke Curriculum | • Submit business use cases<br />• Schedule intake call<br />• Define semi-bespoke lab materials<br />• Align on scope<br />• Adobe team sends Terms of Use for customer signature via Adobe Sign | Customer + Adobe Team |
| **2 weeks before**   | All labs (minimum)      | • Finalize participant list<br />• Submit Terms of Use for signature via Adobe Sign<br />• Confirm scheduling availability<br />• Share sample content/data                                       | Customer              |
| **1 week before**    | All labs                | • Receive signed Terms of Use<br />• Confirm final session times<br />• Complete technical setup<br />• Conduct internal team briefing                                                            | Customer + Adobe Team |
| **48 hours before**  | All labs                | • Verify access for all participants<br />• Test browser/connectivity<br />• Review pre-lab materials                                                                                             | Customer              |

***

## Business Context & Objectives

Help us align the lab to your specific needs by documenting:

**Current State:**

- What tools/platforms do you use today for DAM, CMS, workflow, etc.?
- What's working well? What's not?
- How many users? How much content? What volume of activity?

**Pain Points & Challenges:**

- What specific problems are you trying to solve?
- Where are the bottlenecks in your current processes?
- What frustrated your team yesterday? Last week?

**Success Criteria:**

- What would make this lab valuable to you?
- What technical questions must be answered to move forward?
- What concerns need to be addressed?

**Use Cases Examples:**

| Role                | Common Validation Scenarios                                                                                                                | Questions to Answer                                                                                                           |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------- |
| **Content Author**  | • Publishing 50 pages/week across 5 sites<br />• Localizing content for 12 regions<br />• Managing 200+ content components                 | • How fast is authoring?<br />• Can I preview before publish?<br />• How easy is localization?                                |
| **Marketer**        | • Generating 100+ ad variants/month<br />• Maintaining brand consistency across channels<br />• Measuring content performance and ROI      | • How fast can I create campaigns?<br />• Can I control brand compliance?<br />• What analytics are built-in?                 |
| **Creative**        | • Producing 50+ assets/week for campaigns<br />• Accessing approved brand templates<br />• Collaborating with marketing on feedback cycles | • Can I work in my preferred tools?<br />• How do I access the latest assets?<br />• How easy is the review/approval process? |
| **Program Manager** | • Coordinating 20+ projects across teams<br />• Managing creative requests and approvals<br />• Tracking project timelines and bottlenecks | • How do I see all work in one place?<br />• Can I automate request routing?<br />• What reporting is available?              |

***

## Authorized Signature on Terms of Use

**Who Can Sign:**
Someone with authority to agree to the [Sample - Standard](docId\:i9ZQHeP7dj_0cVut-3mOZ) on behalf of your organization

**What's Covered:**

- Sandbox environment usage terms
- Data handling and confidentiality
- Intellectual property guidelines
- Lab engagement scope and limitations

***

## Pre-Lab Briefing (Recommended)

**Conduct a 30-minute meeting with the customer before the lab starts:**

**Agenda:**

1. **Align on objectives** - What are we trying to validate?
2. **Assign roles/personas** - Which groups will be joining and who will be driving which use cases?
3. **Review questions** - What do we need answered?
4. **Set engagement expectations** - Participate in guided hands-on exercises, work through scenarios with Adobe experts, capture learnings as you go.