# [CLIENT NAME] Plugin Audit & Cleanup — Engagement State

## Engagement details

- **Client:** [Name]
- **Host:** [WP Engine / Kinsta / Cloudways / other]
- **Engagement start date:** [YYYY-MM-DD]
- **Estimated hours (from quote):** [X–Y hours]
- **Hours used to date:** [running total]
- **Engagement contact:** The agency owner (all client comms go through the owner — never contact client directly)

## Site overview

- **Production URL:** [https://...]
- **Staging URL:** [https://...]
- **Theme / page builder:** [e.g., Divi 4.x, Elementor Pro, custom block theme]
- **WordPress version:** [from `wp core version`]
- **PHP version:** [from `wp eval 'echo PHP_VERSION;'`]
- **Multisite?** [yes/no]
- **Active plugin count at start:** [number]
- **Inactive plugin count at start:** [number]

## Known-good plugins (confirmed by client as in active use)

[Paste the list of plugins the client has confirmed they need. These do not get investigated for removal.]

1. [Plugin name] — [optional note on what it's used for]
2. ...

## Client-specific constraints

[Anything the owner has flagged from the engagement brief that affects how we work.]

- [e.g., "Site uses Divi, cannot migrate off"]
- [e.g., "Microsite pages /campaign-x/ and /landing-y/ must remain functional"]
- [e.g., "Gravity Forms integration with [CRM] is critical — do not touch"]

## Phase status

| Phase | Status | Notes |
|-------|--------|-------|
| 0 — Pre-flight | Not started / In progress / Done | |
| 1 — Production recon | | |
| 2 — Plugin investigation | | |
| 3 — Staging testing | | |
| 4 — Production execution | | |
| 5 — High-impact plugin resolution | | |
| 6 — Database cleanup | | |
| 7 — Wrap-up | | |

## Baseline metrics (captured during Phase 1)

- **Total active plugins:** [count]
- **Top autoloaded options by size:**
  1. [option_name] — [size]
  2. ...
- **Total autoload size (sum):** [MB]
- **Top database tables by size:**
  1. [table_name] — [size, rows]
  2. ...
- **Total database size:** [MB]
- **Cron event count:** [count]
- **Notable findings:** [e.g., "wp_options has 12MB of autoloaded data", "one plugin owns a 200MB tracking table with millions of rows", "wp_postmeta has 3.2M entries"]

## Plugin classification (built during Phase 2)

### Tier A — Safe to remove (no dependencies found)

| Plugin | Reason | Notes |
|--------|--------|-------|
| [plugin-name] | No theme refs, no shortcodes in content, no cron jobs | |

### Tier B — Likely safe, verify on staging

| Plugin | Reason | Notes |
|--------|--------|-------|
| [plugin-name] | Minor refs, looks vestigial | |

### Tier C — High-risk unknown, needs owner decision

| Plugin | Findings | Question for owner |
|--------|----------|-------------------|
| [plugin-name] | [what we found] | [specific question] |

### Tier D — Keep (confirmed dependencies)

| Plugin | Where it's used | Notes |
|--------|----------------|-------|
| [plugin-name] | [theme template / shortcode / widget / etc.] | |

## Staging testing log (Phase 3)

### Batch 1 — Tier A plugins
- **Deactivated:** [date, plugin list]
- **Tested:** [list of pages/flows tested]
- **Issues found:** [none / list]
- **Resolution:** [proceeded / reactivated X plugin / etc.]

### Batch 2 — Tier B plugins (group 1)
- ...

## Production execution log (Phase 4)

### Batch 1
- **Snapshot taken:** [date/time]
- **Deactivated:** [date/time, plugin list]
- **Observation window ends:** [date]
- **Spot check after deactivation:** [pass/fail, notes]
- **Issues observed during observation window:** [none / list]
- **Plugins deleted:** [date — only after observation window]

### Batch 2
- ...

## High-impact plugin resolution (Phase 5)

[One sub-section per high-impact plugin identified. Most engagements will have 0-2.]

### [Plugin name]

- **Why it's high-impact:** [database size, cron load, slow queries, etc.]
- **Table sizes / footprint at start:**
  - [table_name]: [rows, size]
  - [another_table]: [rows, size]
- **Investigation findings:**
  - Theme references: [yes/no, locations]
  - Shortcode usage in content: [yes/no, count]
  - Widget usage: [yes/no]
  - Custom integrations: [yes/no, details]
- **Conclusion:** [Not rendering — straight removal / Rendering — needs replacement decision]
- **Owner's decision:** [date, what was decided]
- **Resolution executed:** [date, what was done]
- **Footprint after:** [if applicable — table rows after, size reduction, etc.]

## Database cleanup (Phase 6)

- **Advanced Database Cleaner discovery run:** [date]
- **Orphan tables identified:** [count, list]
- **Orphan tables reviewed and removed:** [count]
- **Orphan options removed:** [count]
- **Orphan postmeta/usermeta removed:** [count]
- **Orphan cron events removed:** [count]
- **Autoload changes:** [count, notes]
- **Database size before:** [MB]
- **Database size after:** [MB]

## Open questions for owner

[Anything escalated and awaiting response.]

- [ ] [Question 1] — escalated [date]
- [ ] [Question 2] — escalated [date]

## Recommendations for follow-on work (gathered as we go)

[Things we noticed during the engagement that are outside scope but worth flagging for the owner's follow-on conversations with the client.]

- [e.g., "Divi performance settings not enabled — would benefit from a separate tuning engagement"]
- [e.g., "wp_options has high autoload from heavy plugin we kept — worth investigating optimization options"]
- [e.g., "Theme has uncached queries in single.php — performance refactor opportunity"]

## Session log

[Brief notes after each session: date, hours, what was done, key findings, next session goal.]

### Session [N] — [YYYY-MM-DD]
- **Hours:** [X]
- **Phase worked on:** [phase number]
- **What was done:** [summary]
- **Key findings:** [anything notable]
- **Next session goal:** [what comes next]

### Session [N-1] — [YYYY-MM-DD]
- ...

---

## Final summary (populated at end of engagement)

- **Plugins at start:** [count active]
- **Plugins at end:** [count active]
- **Plugins removed:** [count]
- **Database size before:** [MB]
- **Database size after:** [MB]
- **High-impact plugin outcomes:** [list each plugin handled in Phase 5 with before/after numbers — e.g., "Plugin X table: 5.4M rows → 0 rows" or "Plugin Y replaced with custom code, removed 200MB from DB"]
- **Total hours used:** [number]
- **Client summary document:** [link to client summary]