Checklist

Post-Pilot Adoption & Handoff Checklist

Interactive checklist and runbook template to assess and record readiness to transition a validated pilot into sustained operations. Captures success-criteria validation, owners, monitoring & alerts, training, support SLAs, cost model, rollback plans, and review cadence — and stores responses for follow-up and continuous improvement.

Interactive Tool

Post-Pilot Adoption & Handoff Checklist

Use this checklist to quickly assess whether a validated pilot is ready to move into regular operations. The goal is not to create bureaucracy but to capture the practical gates, owners, evidence, and follow-up actions you need so operational teams can run the solution reliably and teams can continue to learn. Save your responses so the organization keeps a record of decisions, outstanding gaps, and next steps.

Short name or identifier for the pilot.
Date of this readiness check (YYYY-MM-DD).
Person performing this assessment.
Have the pilot success criteria and acceptance tests been validated against real operational conditions?
Provide links, test results, metrics, or brief notes that demonstrate validation.
Is there a named operational owner (person/team) responsible for run, support, and continuous improvement?
List primary and backup owners with contact details and roles.
Are operational runbooks and standard operating procedures documented and accessible?
Paste URLs or repository paths to runbooks, model cards, architecture diagrams, or MLOps guidance.
Is monitoring configured to detect functional failures, performance degradation, and business-impacting issues?
List metrics, dashboards, alert destinations (channels/people), and threshold logic.
Do alerts map to clear actions, owners, and escalation steps (runbooks)?
Are there materials and a schedule to train operators, support staff, and end users?
Link to materials, dates, trainers, and acceptance criteria for training.
Is there a defined support model, on-call roster, response time SLA, and escalation path?
List support contacts, SLA targets, and routing instructions.
Has the ongoing cost model (hosting, maintenance, licensing, people) been documented and approved?
Summarize expected recurring costs and how they will be funded or charged back.
Are upstream/downstream integrations, contracts, APIs, and data mappings confirmed and tested?
List integration endpoints, owners, and known risks.
Is there a tested rollback or mitigation plan for operational failures?
Provide a summary and link to the rollback playbook.
Are the KPIs and measurement strategy defined and instrumented to track operational value?
List the metrics that will be tracked to determine success (owner, frequency, target).
How often will the cross-functional team review performance and lessons?
Who will run the review, which roles participate, and when is the next meeting scheduled?
Select an overall readiness level where 1 = Not ready and 5 = Fully ready for production scale.
1.0 10.0
List outstanding gaps, owner for each gap, and target close date.
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