Checklist

Scale Readiness Checklist

A practical, interactive checklist to assess whether a pilot or prototype is ready for broader rollout. Covers technical, data, operational, stakeholder, support, commercial, compliance, and rollback readiness with sign-offs and evidence capture.

Interactive Tool

Scale Readiness Checklist

Use this checklist to determine if a validated pilot or prototype is ready for broader rollout. For each readiness dimension, indicate status, rate residual risk, attach or describe evidence, and collect a responsible sign-off. This structured record preserves learning, clarifies owners, and supports consistent go/no-go decisions.

Clear name or identifier for the pilot
YYYY-MM-DD
Person completing this checklist
Role or team of the assessor
Is the solution technically stable at target scale? Include monitoring, alerting, and observability readiness.
Rate the remaining technical risk for scaling.
1.0 10.0
Point to test reports, load test results, monitoring dashboards, runbook locations, or attach links to evidence.
Who signs off technical readiness?
Role or team of the technical owner
Owner confirms evidence is sufficient and risks are acceptable.
Data flows, retention, anonymization, access controls, and privacy assessments completed.
Rate remaining privacy/compliance risk.
1.0 10.0
Link to privacy impact assessment, data flow diagrams, DPA, or approvals.
Who confirms data/privacy readiness
Role or team
Owner confirms evidence is sufficient and risks are managed.
Standard operating procedures, staffing, shift coverage, maintenance, and escalation paths in place.
Rate remaining operational risk.
1.0 10.0
Link to runbooks, on-call rosters, training records, and SOPs.
Who confirms operational readiness
Role or team
Owner confirms evidence and staffing are sufficient.
Business sponsors, impacted teams, and governance bodies accept the change and know responsibilities.
Rate remaining stakeholder or adoption risk.
1.0 10.0
Meeting notes, approvals, communications plan, and training schedules.
Sponsor or product owner
Role or title
Sponsor confirms business readiness and adoption plan.
Support teams trained, knowledge base updated, SLAs clear, escalation paths tested.
Rate remaining support risk.
1.0 10.0
Support runbooks, KB links, contact procedures, and training records.
Support lead
Role or team
Owner confirms support readiness.
Unit economics validated, pricing decided (if applicable), and measurement plan defined.
Rate remaining commercial or ROI risk.
1.0 10.0
Business case, pilot metrics, customers reference, and measurement plan.
Finance, product, or commercial owner
Role or team
Owner confirms ROI assumptions and measurement.
Legal, regulatory, and industry standards reviewed and approvals obtained.
Rate remaining compliance risk.
1.0 10.0
Approvals, audits, certifications, or legal sign-offs.
Legal or compliance lead
Role or team
Owner confirms legal/regulatory readiness.
Rollback steps, criteria, timeline, and responsibilities documented and tested.
Rate risk related to rollback capability.
1.0 10.0
Link to rollback runbook and test results.
Owner who can execute rollback
Role or team
Owner confirms rollback is tested and practical.
Recommended next step based on this assessment
Briefly summarize the most important remaining risks and contingencies.
Concrete actions, owners, and dates to address remaining gaps.
Any other comments useful for launch planning.
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