Create a Document for the Review
Most organizations have more than one project on CircleCI and will most likely need to do more than one config review. Creating a format or template that can be used for all config reviews can be helpful to ensure they are standardized.
The following information should be included in the document:
Goals
Project metrics
Job specific recommendations
High level recommendations
Place for documentation links
As the config review is conducted, you will most likely find yourself referencing all sorts of documentation both internal and external. Recording the links to those docs can be very helpful for anyone working on the changes after the review or who wants to understand why a certain recommendation was made.