I baste the entire quilt sandwich and use a lap hoop but mine is just the hoop by itself with no platform. I have basted with needle and thread and safety pins. I remove the basting threads or pins as I go.
I have marked a couple of different ways. One, I starched the quilt top and marked lightly with a graphite pencil. This quilt I marked in it's entirety before quilting and the marks held up. Because of the starch the graphite marks came out when I washed it first time but I have heard sometimes graphite does not come out. Fons and porter has a special water soluble one that I have also used and it came out fine but again the top was starched before any marking.
The one I am currently working on I mark as I go. I am using transdoodle transfer paper and the fons and porter mechanical pencil with the white lead.
For straight lines and grids I have used painters tape or I have used my ruler and a clover chaco liner. With both of these methods I mark as I go.