A practical requirements and migration worksheet for creators and agency operators.
FREE OFM FIELD KIT
Free OFM operations templates before you buy more tools
Map the work, compare quotes and budget a small device setup. For TikTok publishing, check the native tools and authorised team-access options before buying a phone rack.
A buying list is clearer when every subscription has one job and one owner.
JOB / CURRENT TOOL / OWNER / PROBLEM / REQUIRED OUTPUT
Conversation context:
Drafts and approval:
Publishing calendar:
Team scheduling:
Account permissions:
Reporting and cost reconciliation:
FOR EACH NEW TOOL: what existing task does it replace? Which integration must work? Can the output be exported? What happens when the subscription ends?
Use the two-quote planner only after both offers describe the same account count and fee base.
02
Budget a small publishing device desk
For authorised accounts, content production and device QA. These example amounts are invented arithmetic, not equipment quotations.
ILLUSTRATIVE SETUP: 3 existing or refurbished phones at an assumed $200 each + $90 charging/accessories = $690 initial cost. Over an assumed 24 months: $28.75/month, before repairs, connectivity and operator time.
YOUR INPUTS: device count × actual unit price + charging + storage + replacements
MONTHLY: hardware allocation + connectivity + maintenance + paid operating time
BUY ONLY AFTER: one device pilot proves a task that native scheduling or the current workflow cannot handle.
A device count does not predict views, reach or account eligibility.
03
Keep a device and publishing register
A practical starting sheet for a team with approved access.
DEVICE ID / OWNER / PURPOSE / PURCHASE DATE / COST
Approved account reference:
Access method and authorised role:
Recovery owner and 2FA arrangement:
OS and application update date:
Content asset / approved caption / scheduled time / time zone:
Published URL / issue / follow-up owner:
Check TikTok Studio for supported upload and scheduling tasks. Business Center permissions are feature-specific; ad-account access is not automatically every kind of organic-account access. Confirm the role actually needed.
These are illustrative planning scenarios, not reports of vendor tests or customer outcomes. Adapt the examples to an account you are authorised to operate. Use the field guide for the underlying method and the interactive tool for your own inputs.
Write the single task consuming the most useful time. Test that workflow before adding team-management features you do not yet need.
What to check
The trial should demonstrate a specific improvement that can be explained without a feature-count comparison.
02
THE SITUATION
The agency adding an operator
Several people need different access to the same operation.
Work through it
Map each role to the minimum information and actions required. Test an operator joining, changing responsibility and leaving.
What to check
A shared unrestricted login does not demonstrate granular team permissions.
03
THE SITUATION
The team switching systems
The existing tool contains approved account information and pending work.
Work through it
Export what is authorised and necessary, reconcile active items, pause the old action owner and test the replacement on a limited scope.
What to check
Keep a rollback path until ownership and record completeness are confirmed.
YOUR WORKING DOCUMENT
Keep the decision with the evidence.
Use the plain-text worksheet in your own approved system. It contains headings only, so you control which information is recorded and where it is stored. Nothing entered in a downloaded file is returned to this publication.
SOFTWARE REQUIREMENTS
Operation / decision owner:
Accounts and roles:
Job / current owner / proposed system:
Mandatory workflow requirements:
Permitted data and access:
Fixed, usage and variable fees:
Trial scenarios and acceptance criteria:
Export and deletion requirements:
Migration owner and sequence:
Rollback process:
Quote date and review decision:
Common mistakes to avoid
Paying twice for the same feature without identifying an additional job.
Treating a tool subscription and a staffed service contract as equivalent offers.
Migrating live actions without deciding which system owns pending work.
Before implementing a workflow, confirm that it is supported by the chosen product and permitted under current platform rules. A planning example does not establish either. OnlyFans terms.
Plan a CRM change with an inventory of supported exports, current context, pending actions and a reversible cutover instead of assuming every record will transfer.