SIEM requirements checklist

The requirements to pin down before choosing a self-hosted SIEM, how to verify each one, and the questions that separate Wazuh, Graylog and OpenSearch-based platforms.

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How to use this SIEM requirements checklist

This checklist turns the choice of a self-hosted SIEM into written requirements that can be verified before any platform is selected. If your organization is regulated or growing and needs security logs centralized, searchable and defensible without handing them to a SaaS provider, the goal is to agree on what the system must do, hold and prove before anyone compares Wazuh, Graylog or OpenSearch-based stacks. The requirements fall into five groups: functional (sources, detection, dashboards and alerting), security (access control on the logs themselves, encryption and tamper protection), integration (identity, ticketing, automation and threat intelligence feeds), operational (upgrades, backups, support and staffing) and compliance (the evidence a framework expects). Each item should have an owner and a test, such as a named source sending events to a pilot node or a log record that cannot be edited by a standard administrator.

The order in which you work through these groups matters. Log sources and retention periods drive daily ingest and storage, and ingest and storage drive the platform and hardware decisions. Treat the hot (searchable) and archive tiers separately, because the search backend, the sizing formula and the cost curve differ for each. Start with an inventory of the systems that will send logs, their volumes and the retention each regulator or internal policy requires, then size from that inventory. Only after that should you check how each candidate handles multi-tenancy, role-based access to indices and offline operation. Where the checklist refers to a regulation, treat the mapping as an input to your assessor's work, not as a certification or an audit result. Confirm with your assessor and your own legal or compliance team which controls apply and what evidence they will sample.

Which functional requirements decide the platform

This table lists the functional requirements that most often separate one self-hosted SIEM from another, with why each matters and how to verify it before a platform is chosen. Use it as a worksheet: score each candidate against every row in your own environment, not against vendor claims alone. The main takeaway is that ingest volume, retention tiers and alert routing are the requirements that most often change cost and architecture, so test them first.

RequirementWhy it mattersHow to verify
Log sources and agent coverageAgents cover Linux, Windows and macOS endpoints, while syslog covers firewalls and devices that cannot run software. Gaps here create blind spots that auditors notice first.Build a source inventory by system, owner and log type, then confirm each source has an agent, syslog or API path. Confirm agent support for your exact OS versions.
Daily ingest volumeDaily ingest sets storage, compute and license tiers on most platforms. Underestimating it is the most common sizing error.Measure real ingest from existing sources for at least one business cycle. Add a margin for growth and for new sources planned in the next year.
Hot and archive retentionRecent logs must be searchable quickly, while older logs must still be retrievable. The two tiers have different storage, cost and restore behavior.Write the retention rule per log type, then size hot storage with the Graylog formula (daily ingest times retention days times 120 percent). Test a restore from archive.
Correlation and detection contentAlerts are only as useful as the rules behind them. Some platforms ship prebuilt rules, others require detection engineering from your team.Fire a test rule against sample events from each critical source. Confirm which rules ship in the box and which need your own authoring and tuning.
Compliance viewsPrebuilt dashboards can shorten evidence collection, but they map controls to views rather than prove that controls operate.Wazuh ships prebuilt dashboards for PCI DSS, GDPR, HIPAA and NIST 800-53. Confirm each view against your own control list in your environment before relying on it.
Alert routing and notificationAn alert that never reaches the on-call person is a control failure. Routing rules also decide who sees ePHI or cardholder data in messages.Send a test alert to each channel you use, such as PagerDuty, Slack or email. Confirm message content, escalation and acknowledgment logging.
Access control on the logsSecurity logs often hold personal or regulated data. Analysts need scoped access, and the audit trail must show who searched what.Test role-based access with a restricted account, check field-level or document-level restrictions, and confirm audit logs record searches and changes.
Offline operationSome environments cannot reach update servers or threat feeds, so rules, packages and vulnerability data must arrive by approved media.Run a dry-run installation and update with no outbound internet access. Confirm where rule, feed and vulnerability data come from and how they are imported.

How Wazuh, Graylog Open and OpenSearch-based stacks differ on the checklist

Wazuh is built around endpoint agents. Its checklist answers depend mostly on how many systems can run an agent and how many cannot. Wazuh agents run on Linux, Windows, macOS, Solaris, AIX and HP-UX, and the server pushes agent configuration and upgrades remotely. Devices that cannot host an agent, such as firewalls, can be covered through syslog collection and periodic API probing, which is a weaker form of visibility than agent telemetry.

  • Agent-based collection: Agents report file integrity, configuration, inventory and security events, so confirm agent coverage against your asset list by operating system.
  • Agentless collection: Syslog and API probing cover devices without agents. Confirm which event types each device exposes.
  • Components: The indexer stores alerts, the server runs decoders and rules, and the dashboard provides the interface. Size each one separately.
  • Clustering: The server can run as a cluster for horizontal scaling. Confirm how your indexer and storage tiers scale alongside it.
  • Compliance views: Prebuilt dashboards cover PCI DSS, GDPR, HIPAA and NIST 800-53, which is a reporting aid rather than proof of compliance.

Confirm agent support for your oldest and most specialized systems, and confirm the retention design of the indexer before you size storage.

How daily ingest and retention set the storage plan

Retention period, not the license, usually decides how much hardware you need. Hot storage is the tier your analysts search interactively during an investigation. Archive storage holds older logs that you must keep for audit or legal reasons but rarely query. Open-source SIEM software is free to run in both tiers, so the real cost is disks, compute and the staff time to manage them. Before you compare platforms, decide how many days each log family must stay searchable (hot) and how many more days it must exist somewhere (archive). Those two numbers multiply directly into terabytes.

Graylog's system architecture guidance gives a usable starting method: multiply daily ingest by retention days and by 120 percent, then size the message journal at 3 to 5 times daily ingest on SSDs. The figures below are illustrative only, not a sizing recommendation. Suppose 50 GB per day of ingest is kept hot for 30 days. That gives 50 x 30 x 1.2 = 1,800 GB of log storage, and a journal of 150 to 250 GB on SSD. Doubling the retention doubles the storage figure, while the journal does not grow with retention. Your own numbers will differ, so measure them. Pull real ingest per source from a week or more of traffic, including peaks such as month-end batch jobs, and record it per log source, not as one total.

Then decide the tier for each source. Firewall and authentication logs may justify long hot retention, while verbose endpoint telemetry may only need a short hot window before archiving. Ask every vendor or partner how archive restore works: whether archived data can be brought back into the search tier, how long a restore takes at your volume, whether restored data is still subject to retention deletion, and who performs the restore during an incident. Graylog's Enterprise and Security editions list an archive restore capability in their product descriptions, and the Graylog pricing page is the place to confirm what your chosen edition includes. Get those answers in writing before you commit to a retention design.

Which security requirements apply to the SIEM itself

A SIEM collects the most sensitive records in the environment: authentication events, privileged activity and, in regulated settings, data that contains personal or patient information. Access to the SIEM is therefore a control in its own right, and each of the requirements below should be tested with evidence before go-live, not assumed from the product name.

Role-based access to logs

Decide which teams can search which indices, dashboards and alerts before anyone is onboarded. A SOC analyst, an auditor and a system owner usually need different views, and a shared administrator login removes the record of who looked at what. The check is a role export listing each role, its index patterns and its write permissions, reviewed against the access request approved for each person. OpenSearch Security and Graylog both provide role models, so confirm which one your chosen platform uses.

Document and field-level security

Some users need alerts about a subject but should not see the personal or patient fields inside the same event. Document-level security limits which records a role can read, field-level security hides specific fields, and field masking shows a redacted value in their place. Ask the implementation partner to map each sensitive field in your log sources to a masking rule and to show a test account seeing masked output. Confirm that masking applies to search, dashboards and exports, not only the default view.

Audit logs of access and change

The SIEM must record who searched, exported, changed a rule or altered a retention setting. Without this record, an auditor cannot tell whether someone reviewed a sensitive event or quietly removed an alert. The audit log sample should show a login, a search on a restricted index, a rule change and a retention change, each with a user, timestamp and source address. Confirm that these audit events are forwarded to a location the SIEM administrators cannot edit.

TLS for node and client traffic

Log data travels from agents and collectors to the server, between cluster nodes and to the dashboard, and each path needs encryption and certificate validation. Ask for the TLS configuration of every listener, including syslog and Beats inputs where supported, and confirm that the node-to-node transport is also encrypted. Certificates should come from your internal certificate authority with a documented renewal process, because an expired certificate can silently stop log ingestion.

SSO through SAML, OIDC, LDAP or AD

Dashboard accounts should come from your central directory, so that joiner, mover and leaver changes take effect in the SIEM without a separate cleanup. The SIEM should support the protocols your identity provider offers, such as SAML, OpenID Connect, LDAP or Active Directory, and multi-factor authentication should apply to administrator logins. Confirm which fallback local accounts exist, who holds them and how their use is logged. The check is a login test using a leaver account that should no longer have access.

Protection of logs from change

Logs are only useful as evidence if they cannot be altered after collection. Define where raw events are written, who can delete indices, how long the message journal keeps data before it is committed, and whether copies go to write-once or separately administered storage. Ask for a test showing that an administrator's attempt to delete or modify a closed index is blocked or logged. Retention settings should be exported and kept under version control so changes are traceable.

Which compliance requirements the SIEM must support

Start by mapping each compliance obligation to the logs, alerts and review records the SIEM must produce, because a platform choice cannot satisfy a requirement that nobody has named. The HIPAA Security Rule at 45 CFR 164.312 asks for unique user identification, audit controls that record and examine activity in systems holding ePHI, person or entity authentication, and transmission security. The FTC Safeguards Rule at 16 CFR 314.4 asks covered financial institutions to require multi-factor authentication for anyone accessing an information system, encrypt customer information in transit and at rest, and monitor and log the activity of authorized users. For each clause, write down the source system, the event fields that prove it (for example, a successful login with a unique account name and source address), the alert that fires on failure, and the person who reviews it.

The SIEM produces the evidence, but it does not decide whether that evidence is adequate. Regulators, assessors and the organization's own counsel judge whether logging and review were sufficient for the risk, so the SIEM design should be defended in terms of what it records and how review is documented. Practical checks include whether authentication logs from the identity provider reach the SIEM with the user identifier intact, whether MFA events are captured separately from password events, whether administrator and database activity on ePHI or customer systems is logged, and whether review tickets or dashboard exports are kept with dates and reviewer names. Ask each candidate platform to show these records from a test source, not a demo dataset.

Treat this mapping as a gate in the selection process. Build a table with one row per requirement, one column for the named log source, one for the parsing or decoder that normalizes it, one for the alert or threshold, and one for the review record and retention period. Compliance views in platforms such as Wazuh, which include prebuilt dashboards for HIPAA and PCI DSS among other frameworks, help readers navigate the data but do not replace this mapping. Confirm with your assessor or regulator which evidence they expect, and confirm with each vendor which fields and retention settings are available in the edition you plan to run.

Which integration requirements to test before go-live

A SIEM is only as useful as the systems feeding it and receiving its alerts. The integrations below are where most go-live delays and gaps appear, so each one needs a named test, a pass condition and a written answer from the vendor or partner before the platform is chosen.

Console login through identity providers

Test whether the SIEM dashboard and its API accept single sign-on from your identity provider, and whether role mappings from groups reach the SIEM's own access model. Keycloak, authentik and ZITADEL are common identity options, but the SIEM's own SSO support must be verified per platform, since Wazuh, Graylog and OpenSearch each document different authentication backends. Confirm that local break-glass accounts exist, that MFA is enforced for administrators, and that a revoked user loses access to both the dashboard and the API.

Alert routing to ticketing and on-call

Send test alerts of each severity to the ticketing system and paging tool, and measure whether duplicates, missing fields and closed-loop status updates behave as the runbook assumes. Graylog documents notifications to PagerDuty, Slack and email, but a native connector for your ticketing product may not exist and may need a webhook built and maintained. Confirm who owns that webhook after go-live and what happens to alerts when the target service is down.

Endpoint and cloud log source onboarding

Pick a representative sample of Windows, Linux, cloud audit and container sources and confirm that each one arrives, is parsed into the expected fields and appears in the correct dashboard. Wazuh agents cover Linux, Windows, macOS, Solaris, AIX and HP-UX, and agentless syslog covers devices that cannot run agents, so check each source against one of those paths. Ask the partner which decoders or parsers they have written and which ones they expect you to maintain.

Threat intelligence feed ingestion

Load one indicator feed and one vulnerability data source, then verify that matches generate alerts, that stale indicators expire and that the feed works without internet access if the deployment requires it. Wazuh vulnerability detection can use the Wazuh CTI platform or an offline repository, so confirm which one applies to your network. If you plan to connect MISP or OpenCTI, confirm the exchange format and update cadence with the feed owner before go-live.

SOAR and automation handoff

Trigger a test alert that the SOAR platform must enrich and close, and confirm the round trip: the alert identifier, severity and source fields must arrive intact, and the outcome must return to the SIEM case or alert record. Shuffle is licensed under AGPL-3.0, so confirm the licensing implications for your own modifications before building playbooks against the SIEM API. Check that API credentials are scoped to the actions the playbook needs and are rotated on a schedule.

Export to long-term storage

Export a defined window of events to archive storage, then restore a sample and confirm that timestamps, field names and event counts match the source. Graylog Enterprise and Graylog Security add data lake and archive restore features, while Graylog Open relies on index rotation and deletion, so confirm which export path your edition supports. Ask the vendor whether exported data remains searchable and whether the archive format preserves the integrity controls your auditors will ask about.

Which operational requirements keep the SIEM running

This table compares the operational requirements that decide whether a self-hosted SIEM still works a year after go-live, with a verification step for each. Use it to turn each requirement into a test you can run in staging before you commit to a platform. The main takeaway is that upgrade, restore and offline install behavior should be proven on your own hardware, not assumed from vendor documentation.

RequirementWhat to confirmHow to verify
Upgrade cadence and support windowsWazuh 4.14 patch releases have arrived roughly every one to two months in 2026, and OpenSearch maintenance versions receive only bug and security fixes, so you must know which line you run and when it leaves maintenanceRehearse a full upgrade in a staging cluster with a copy of production indices, then record the time taken and any rollback steps
High availability and cluster topologyGraylog's multi-node guidance calls for three Graylog and MongoDB nodes with a replica set, three Data Nodes and a load balancer, while Wazuh can run as a cluster for horizontal scalingStop one node at a time during a test window and confirm that ingest, search and alerting continue without data loss
Backup and restoreBackups must cover configuration, index data, MongoDB metadata for Graylog, agent keys and rule customizations, stored in a location the SIEM team cannot silently alterRun a timed restore into an empty environment and compare event counts and alert definitions against the source
Offline operationWazuh's offline installation guide covers systems without internet access, and vulnerability detection can use an offline repository instead of the CTI platformPerform a timed install on a network with no outbound routes, then confirm agents register and vulnerability data is current from media
Staffing for detection tuningSomeone must own rule changes, false-positive review and alert thresholds each week, and that work recurs after every upgrade and new log sourceAsk the partner or internal lead to show the tuning log and change records for the last two quarters, or a sample from a comparable deployment
Monitoring the SIEM's own healthWatch ingest lag, journal fill level, disk use on index nodes, agent check-in gaps and failed authentication to the SIEM itselfSimulate a stopped log source and a full disk in staging, then confirm an alert reaches the on-call channel within your defined window
Capacity for the message journal and index storageGraylog sizing guidance uses daily ingest times retention times 120 percent for storage, plus a message journal of 3 to 5 times daily ingest on SSDsCompare the sizing formula against measured ingest from a two-week sample before approving hardware

What buyers ask before choosing a self-hosted SIEM

How much effort does a SIEM requirements exercise take?

The effort is driven mainly by the number of log sources, the retention periods you must meet, and how many regulated scopes the SIEM must serve. A small estate with one framework can settle requirements in a short workshop series, while a multi-site estate with PCI DSS, HIPAA or NIS2 obligations needs a source-by-source review and written retention decisions. The exercise is usually a one-time cost, but it recurs whenever a new system, regulation or site is added. Ask any partner to show the scope and deliverables in writing before work starts, since DeployOpen works from fixed-scope written agreements and gives a quote only after that scope is agreed.

What do we need to provide for the requirements work?

You need to supply an asset inventory, a named log owner for each system that will send logs, and access to the identity provider so the SIEM can use the same accounts for analyst login. You also need a decision from someone accountable for compliance on retention periods, because hot and archive tiers depend on those numbers. Ask for a list of systems that cannot run agents, since those will need syslog or API collection. Sizing inputs such as daily ingest should come from measured data where possible. For Graylog, the system architecture guidance advises sizing storage as daily ingest times retention days times 120 percent, so the retention sign-off directly sets the disk you buy.

Can our own team complete the requirements alone?

A small team can do it alone when the estate is limited to one site, a handful of regulations and a few log source types, and when Wazuh or Graylog Open covers the use case. Wazuh ships prebuilt compliance dashboards for PCI DSS, GDPR, HIPAA and NIST 800-53, which helps a small team check coverage. The work gets harder with several overlapping regulations, air-gapped or offline sites, and sources that need custom parsing. In those cases, an outside reviewer who has seen the same constraints in other environments can catch gaps that an internal team, close to its own estate, tends to miss. Both options should produce the same written requirements document.

How do the license terms change the SIEM decision?

License terms decide what you can run and what you pay to keep it running. Graylog Open has been licensed under SSPL-1.0 since Graylog 4.0, which is not an OSI-approved open source license, so legal review should happen before you build on it. Graylog's pricing page lists Graylog Enterprise from 15,000 US dollars per year and Graylog Security from 18,000 US dollars per year, each with a minimum of 10 GB per day or 100 Graylog Compute Units. Wazuh's core repository is GPL version 2, and Security Onion uses the Elastic License 2.0, so each option carries different redistribution and hosting terms. Ask counsel to review the exact license file for each version you plan to deploy.

What should we confirm about upgrades before we commit?

Confirm the upgrade path for each component, since a SIEM is several products that must stay compatible. For Graylog, the compatibility matrix lists which MongoDB and OpenSearch versions each Graylog release supports, and use of OpenSearch 1.x is deprecated since Graylog 7.0 and will be removed in Graylog 8.0. For OpenSearch, versions receive bug fixes and security patches during maintenance but no new features, and the release cadence targets a new minor version about every eight weeks. For Wazuh, the 4.14 line has shipped patch releases several times in 2026. Ask the partner who will apply upgrades, how they test them, and how the rollback plan is documented.

Which engineering questions should we settle before picking a platform?

Settle which log sources must reach the SIEM, whether any hosts cannot run an agent, how long hot data must stay searchable, and whether access to the logs must be restricted by team or tenant. Those answers decide between Wazuh, which bundles agents, rules and a dashboard, and Graylog or OpenSearch, which need you to design inputs, pipelines and index lifecycle policies. OpenSearch Security provides role-based access, document and field-level security and audit logs, which matters when analysts should see only part of the data. Confirm offline operation separately, because Wazuh documents an offline installation guide and an offline vulnerability repository, and not every feature assumes internet access.

Which questions separate one SIEM platform from another

Vague answers to a few specific questions predict cost and delay better than any feature list. Before comparing platforms, ask every vendor and implementation partner how they measure ingest, how they enforce and restore hot and archive retention, how they prove access control on the logs themselves, how offline updates arrive, how upgrades are handled, and who writes and tunes detection rules. Ask for the answers in writing, tied to the platform you are considering, because a SIEM with the same feature list can behave very differently on these points.

Start with ingest. Ask whether licensing or sizing counts raw events, processed data or compute units, and whether the count is per source, per agent or per day. Graylog's published model licenses processed data with no per-user or per-device fees, while a Wazuh deployment is sized around agents, indexer storage and server nodes. For retention, ask how the platform separates hot and archive data, which component deletes old data, and how a restore is performed and timed. In Graylog, index rotation and retention delete the oldest indices, and the Graylog system architecture guidance sizes storage as daily ingest times retention days times 120 percent. Ask the partner to show that calculation against your numbers, and confirm whether an archive tier is included in the edition you are quoting.

For access control, ask for a demonstration rather than a checkbox. Confirm that role-based access, document-level and field-level security, and field masking are configured on the log store itself, not only in the dashboard, and that administrator actions on the SIEM are written to an audit log that is stored separately. Ask how the platform authenticates users through SAML, OpenID Connect, LDAP or Active Directory, and who holds the keys to the logs. For offline operation, ask how signatures, rule packs and vulnerability data reach a disconnected network, and what the update cycle looks like. Wazuh documents an offline installation guide and an offline vulnerability repository; Security Onion's airgap updates are covered separately. Finally, ask who writes detection content, who tunes it after go-live, and whether that work is in the quote.

How to turn the checklist into a scoped plan

The sequence moves from an inventory of what must be logged to a written statement of work that names the platform, the sources, the retention tiers and the tests that prove the design works. Each step produces a record that the next step depends on, so the scope reflects your environment rather than a generic SIEM deployment.

  1. Inventory log sources and named owners

    List every system that must send logs to the SIEM, including servers, endpoints, network devices, identity providers, cloud accounts, databases and business applications that hold regulated data. For each source, record the owner, the collection method (agent, syslog, API or file), whether it can run an agent, and whether it sits in a segmented or offline zone. The step is complete when every source has an owner who has confirmed it in writing and each unsupported collection method has a named workaround.

  2. Measure daily ingest and set retention tiers

    Estimate daily ingest per source from current volumes, then multiply by the retention period each applicable regulation requires, separating the period that must be searchable immediately from the period that can sit in archive. Ask each regulator-facing owner which retention and review obligations apply to their logs. Confirm the sizing method with the candidate platform: the Graylog system architecture guidance, for example, sizes storage as daily ingest times retention days times 120 percent. The step is complete when a signed table shows hot days, archive days and projected storage per tier.

  3. Record detection, compliance and alert requirements

    Write down the detections the SOC must have on day one, the compliance views auditors will request, the people or systems that receive alerts, and the escalation path for each severity. Separate content you need from content you expect to build later. Include which reports must be produced on a fixed cadence and who reviews them. The step is complete when each requirement has an owner, a priority and a test that can show it works, so that alert routing and compliance mapping can be checked later.

  4. Record access control, tenancy and offline needs

    Define who may search which logs, whether teams need separate views by business unit or customer, how logs themselves are protected from change, and whether the SIEM must run without internet access for updates and vulnerability data. Identify the directory or identity provider that will authenticate SIEM users and confirm how the platform supports it. The step is complete when access roles, tenancy boundaries, log integrity controls and update methods are documented and reviewed by the security and compliance leads.

  5. Shortlist platforms and run verification tests

    Compare the candidate platforms against the written requirements, including license terms, supported log sources, search backend, upgrade path and offline support. Then run a bounded test in a non-production environment with real sample logs from the highest-priority sources, a sample detection, a sample alert route and a restore from archive. Measure whether the platform meets the ingest and search targets from step two. The step is complete when the test report shows each requirement as met, partially met or not met, with evidence attached.

  6. Write a fixed-scope statement of work

    Convert the requirements, sizing and test results into a written scope that lists the platform, the deployment model, the log sources in scope, the detection content, the integrations, the training, the handover documents and the evidence each control produces. Name what is excluded, such as sources added later or new compliance frameworks. DeployOpen agrees scope, deliverables and timelines in writing before work starts, and the statement of work is the document that sets them. Ask any implementation partner to state the same items in their quote. The step is complete when both parties have signed the scope and the open items are assigned to an owner.

How DeployOpen scopes and delivers SIEM requirements checklist work

DeployOpen is a Chainscore Labs company that plans, implements, customizes, integrates, hardens, backs up, documents and supports self-hosted open-source platforms inside your own infrastructure. We turn the requirements in this checklist into a written scope for your SIEM, then build and hand it over in your cloud accounts, data centers or air-gapped network.

How we scope

  • Inventory log sources, agent coverage and endpoints that must report into the SIEM
  • Record daily ingest, hot and archive retention, and the search speed each team needs
  • Agree in writing which detection content, compliance views and alert routes are in scope

How we build

  • Deploy the chosen platform, such as Wazuh, Graylog Open or OpenSearch, in your environment
  • Configure log collection, access control on the logs and TLS for all traffic
  • Test detection content and alert routing against sample events before go-live

How we hand over

  • Document architecture, sizing assumptions, retention settings and access roles
  • Deliver runbooks for upgrades, backups, offline updates and day-to-day operations
  • Provide compliance evidence such as configuration records and review logs for your assessor

How we support

  • Offer ongoing support, upgrades and continuous testing as a retainer after go-live
  • Review ingest growth and retention against the agreed scope on a recurring basis
  • Confirm with your auditors which evidence they need, since DeployOpen does not issue audit reports

Talk to our team.

Tell us what you're working on, whether it's a deployment, an audit, a security test or a cyber range. You'll speak with an engineer who can help you scope it.

  • 30-minute call: free, with no obligation.
  • NDA on request: we can sign before you share details.
  • Clear next steps: a scope and plan after the call.