Use the following as a suggested prerequisite schedule—not a promise that every workflow can safely launch in a month.
| Period | Work to complete | Decision-ready output |
|---|---|---|
| Days 1–7 | Select one workflow; reconcile baseline demand; review difficult calls with frontline staff. | Scope statement, exclusions and baseline limitations. |
| Days 8–14 | Resolve operating rules; map data and permissions; assess applicable calling requirements; confirm fallback coverage. | Approved policy pack, control owners and outstanding blockers. |
| Days 15–21 | Configure a sandbox; test actions, recovery, difficult callers and handoffs; normalise supplier costs. | Executed test results, defect register and comparable cost model. |
| Days 22–30 | Rehearse rollback; verify reporting; agree pilot terms; repeat the quiz using reviewed evidence. | Signed decision: remain with the alternative, continue preparation or approve a capped pilot. |
For a live pilot, pre-agree the traffic boundary, operating hours, spending cap, monitoring coverage, acceptance thresholds and stop conditions. Restrict expansion until measured outcomes—not the readiness score—support it.