Checklist 5 – Technical Setup

1.0 Purpose

This checklist ensures the client’s technical setup is optimized, stable, and aligned with their content goals and platform requirements.

2.0 Scope & When to Use

Use this checklist when setting up or optimizing a client’s technical environment.

• New creator setup
• Technical troubleshooting
• Hardware or software upgrades
• Platform transitions

3.0 Hardware Setup

3.1 PC / Console

• Document system specs
• Check performance stability
• Identify bottlenecks

3.2 Audio

• Check microphone quality
• Verify audio routing
• Document noise issues

3.3 Video

• Check camera quality
• Verify lighting setup
• Document framing issues

4.0 Software Setup

4.1 Streaming Software

• Verify OBS / Streamlabs configuration
• Check scene organization
• Document missing sources

4.2 Alerts & Integrations

• Verify alert functionality
• Check integrations (chatbots, overlays, etc.)
• Document missing integrations

4.3 Recording Setup

• Check recording quality
• Verify file paths
• Document storage issues

5.0 Final Delivery Requirements

• Technical setup summary
• Hardware recommendations
• Software optimization notes
• Performance improvement plan

6.0 Internal QA Check

• Hardware verified
• Software configured
• Alerts tested
• Recommendations included