Scope and acceptance.
Agree one bounded step at a time: a fit and readiness check, a bounded pilot, an integration, or a licensed module with support. Write the acceptance criteria before work starts, so both sides know what done looks like.
A bounded step has its own tests, release evidence and named approval. It does not commit either side to the step after it.
Data.
Write down what the product may use, where that data stays, and who is responsible for it. A pilot runs on data the product's status permits. For a pre-release product, that means early-access terms and the data those terms allow.
Personal, confidential or regulated information needs its own decision. Bring your privacy and legal advisers in before a trial, not after.
Ownership.
An agreement names who owns each part: configuration, integrations, the licensed module, updates and intellectual property. Licence terms would address scope of use, intellectual property, updates, support, data responsibilities and liability, and are agreed in writing before any use.
A Theory Y module may be licensed for use within your solution, by arrangement and under agreed licence terms. The licence, not the website, sets what may be used and how.
Operating hand-off.
Delivery ends with an operating hand-off, not a demonstration. Agree the release evidence, the rollback path and the named person who approves release. Agree who supports the system afterwards and who recovers it when something fails.
Recovery is an operating procedure. Write down who can pause the workflow and which fallback stays available.
Exit and status.
Availability follows each product's status. Pre-release products require early-access terms. Agree in writing what changes if a product's status changes, and how either party leaves: notice, data return, and what each side keeps.
A positive review does not trigger a build. Each stage needs its own scope, terms and authorisation. Product access, implementation and module licensing are subject to availability and agreed terms.
Further reading
This is Theory Y’s practical interpretation, not a reproduction of a standard or a claim of certification.
