What You Can Do By The End

• Assemble the roadmap from weeks 1 to 11
• Write a 90 day plan with stop rules
• Prepare a deck that supports a decision
• Score with the rubric
• Review with a checklist

Eleven Weeks In One View

• Weeks 1 to 6: landscape to pilot design
• Week 7: workflows by department
• Week 8: change and literacy
• Weeks 9 and 10: cost and operating model
• Week 11: scale and risk

What A Roadmap Is

• A time ordered plan
• What, in which order, with whom, at what cost
• How you will know it works
• A choice of a few things done well

Seven Parts Of The Roadmap

• Starting point and current use
• Priority use cases and baselines
• Build, buy or partner
• Risk and compliance, people plan
• Cost case and operating model

1 Starting point   5 People plan
2 Use cases        6 Cost and benefit
3 Build/buy/partner 7 Operating model
4 Risk and compliance

The 90 Day Plan

• Days 1 to 30: set up and baselines
• Days 31 to 60: pilot with monitoring
• Days 61 to 90: evaluate and decide
• Each milestone has an owner, date and evidence

Phase One: Set Up

• Confirm sponsor and council
• Finish the risk review
• Choose one or two use cases
• Measure baselines
• Prepare data access and environment

Phase Two: Pilot

• Small group with trained users
• Monitoring and human review active
• Weekly feedback and results log
• Pause switch tested before start

Phase Three: Evaluate And Decide

• Compare results with success measures
• Compare cost with benefit, using ranges
• Decide: stop, fix, extend or scale
• Prepare the next quarter

Stop Rules

• Agree them before the pilot starts
• Safety incidents above a set level
• Adoption below a set share after training
• Cost per outcome above the case

The Steering Committee Deck

• Ten to twelve slides
• Decision requested on slide two
• Titles are full sentences stating the point
• One chart or table per slide
• Detail goes to the appendix

Deck Outline

• Decision, problem, proposal, evidence
• Cost and benefit with ranges
• Risks and controls
• 90 day plan, people and operating model
• What could go wrong, next steps

1 Title
2 Decision requested
3 Problem and baseline
4 Proposal
5 Evidence
6 Cost and benefit (low, expected, high)
7 Risks and controls
8 90 day plan
9 People and operating model
10 What could go wrong
11 Next steps and owners

The Rubric

• Six criteria, 100 points
• Evidence beats adjectives
• Score yourself first
• Fix the lowest score first

Strong Versus Weak Evidence

• Weak: significant time savings expected
• Strong: 14 minutes per ticket measured on 60 cases
• Weak: security will be reviewed
• Strong: risk owner named, review dated, tier recorded

The Review Checklist

• Decision stated up front
• Owner, process map, baseline for each use case
• Sources and ranges for numbers
• Risks with owner, control and monitor
• Stop rules, pause switch, playbook

After The Roadmap

• Review every quarter with the council
• Keep a log of decisions and changes
• Share a short update with all staff
• Keep habits: baseline, human owner, test before trust

Recap

• A roadmap is a few things done well
• 90 days: set up, pilot, evaluate
• Stop rules agreed in advance
• Deck leads to one decision
• Rubric and checklist before presenting

Questions And Exercise

• Assemble the roadmap and 90 day plan
• Build the deck and score it
• Get a colleague review and present