Checklist

Scaling & Adoption Checklist

Interactive checklist to assess readiness across ops, reliability, training, procurement, and measurement when moving validated pilots into production. Collects owners, evidence, gaps, and a go/no‑go recommendation so teams can preserve learning while operationalizing successful experiments.

Interactive Tool

Scaling & Adoption Checklist

This checklist helps teams confirm the operational foundation needed to move a validated pilot into sustained production. Use it with the pilot team, operations, product owners, and stakeholders before approving broader rollout. Answer each item, add owners and notes, and save the results so learning and open gaps travel with the initiative.

Rate overall operational readiness on a 1 (not ready) to 5 (fully ready) scale.
1.0 10.0
Is there a documented SLA/expected support target for production use?
Has the support team, on-call rotations, and escalation path been assigned and verified?
Are people and budget allocated for monitoring, maintenance, and day‑to‑day ops?
Name or role of the person/team responsible for production operations.
Link to runbooks, evidence of capacity tests, or short notes about outstanding risks.
Are the operational, business, and adoption metrics defined, with owners for each?
Are alerts, thresholds, and notification targets configured and tested?
Is there a tested rollback or mitigation plan for failures and clear criteria to execute it?
Person or team accountable for monitoring and incident response.
Examples: alert runbooks, evidence of load tests, SLA test results, unresolved reliability risks.
Is there a training plan and schedule for end users and ops staff?
Are step‑by‑step runbooks available for common tasks and incidents?
Link or path to the primary documentation and runbooks.
Person or team responsible for enablement and knowledge transfer.
Outstanding training gaps, target audiences, and materials needed.
Has pricing, billing, or commercial packaging been defined and reviewed?
Have contracts, privacy/security needs, and procurement paths been reviewed?
Is the buying or provisioning path for customers/sites clear?
Risks, approvals needed, or next steps for commercial readiness.
Is there a plan to measure adoption, outcomes, and impacts after launch?
Are channels and cadences defined for collecting feedback and preserving learning?
Is there a lightweight governance process to iterate and apply learnings after launch?
List the top 3–5 metrics you will track immediately after launch (with owners where possible).
Summarize open gaps discovered while completing the checklist and proposed mitigation or owners.
Concrete actions, owners, and target dates to reach production readiness.
Planned date for broader rollout (YYYY-MM-DD or month).
Based on this checklist, what is the recommendation?
Name or role of the person completing this checklist.
Date of submission.
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