Before beginning a platform initiative, confirm that the organization has made the decisions below. This is a launch gate—not a substitute for the work behind each decision.
✓ How to use this checklist Check the circle when the item is complete. The explanation beneath each item describes why it matters and what the decision helps protect.
01 Defined the business problem A clear problem keeps the initiative focused on a business need rather than a platform feature. 02 Defined measurable outcomes Measurable outcomes make it possible to prove whether the initiative created value. 03 Identified the initiative type The initiative type clarifies the work, risks, stakeholders, and delivery approach required. 04 Documented scope and exclusions Explicit boundaries prevent scope drift and make tradeoffs visible before work begins. 05 Defined the minimum viable outcome A minimum viable outcome gives the team a practical first milestone and protects the launch from unnecessary complexity. 06 Assigned an executive sponsor An executive sponsor provides decision support, removes obstacles, and keeps the initiative connected to organizational priorities. 07 Assigned business and platform owners Named owners create accountability for both the operating need and the technology that supports it. 08 Assigned a project manager A project manager coordinates dependencies, decisions, timing, and communication across the work. 09 Established the working team A cross-functional team brings the operational, technical, data, and change perspectives required for a durable result. 10 Defined decision rights Decision rights prevent stalled work and clarify who can approve, reject, or escalate important choices. 11 Created a RACI matrix A RACI makes responsibility visible and reduces gaps or duplicated effort between teams. 12 Established baseline measurements A baseline gives the organization a reliable point of comparison for performance after launch. 13 Defined business, operational, and technical success metrics Balanced metrics show whether the initiative works for the business, the operating team, and the platform. 14 Audited the current environment An environment audit surfaces constraints, dependencies, risks, and assets that could affect the initiative. 15 Documented current processes Current-state documentation prevents the team from automating assumptions or losing important operating knowledge. 16 Identified technical debt Known technical debt can change sequencing, cost, risk, and the feasibility of the future state. 17 Documented priority use cases Prioritized use cases focus delivery on the work most likely to create meaningful value. 18 Prioritized requirements Prioritization helps the team make consistent tradeoffs when time, budget, or capacity is limited. 19 Defined acceptance criteria Acceptance criteria create a shared definition of done and make validation less subjective. 20 Designed the future-state architecture A future-state architecture shows how the solution will operate, scale, integrate, and be governed. 21 Defined systems of record Clear systems of record protect data consistency and prevent conflicting ownership of important information. 22 Developed the data model A data model establishes the structure and relationships needed for reliable reporting, operations, and integration. 23 Documented integrations Integration documentation exposes data movement, dependencies, failure points, and ownership before implementation. 24 Assessed data quality Data-quality assessment prevents unreliable or incomplete information from undermining the initiative. 25 Developed data mappings Data mappings make transformations explicit and reduce errors during migration or system connection. 26 Reviewed consent and suppression requirements Consent and suppression decisions protect customer choice, compliance, and channel trust. 27 Inventoried campaigns, journeys, workflows, and assets An inventory reveals what must be preserved, redesigned, retired, or tested. 28 Established naming and governance standards Shared standards improve findability, consistency, reporting, and long-term maintainability. 29 Reviewed privacy, security, and compliance requirements Early review prevents avoidable rework and identifies controls required before launch. 30 Identified workstreams and dependencies Workstream planning shows how teams rely on one another and where sequencing risk exists. 31 Developed the project timeline A realistic timeline aligns expectations and makes critical milestones and decision points visible. 32 Established change control Change control prevents uncontrolled modifications from creating hidden scope, quality, or operational risk. 33 Developed a testing plan A testing plan ensures the solution is evaluated across requirements, integrations, data, and real operating scenarios. 34 Assigned testing owners Named testing owners make validation work accountable instead of leaving defects between teams. 35 Defined future operating roles Future roles ensure the platform can be administered, supported, governed, and improved after launch. 36 Developed training and documentation plans Training and documentation turn a technical implementation into something teams can use correctly and consistently. 37 Established launch-readiness criteria Launch criteria create an objective gate so enthusiasm does not outrun operational readiness. 38 Developed the cutover plan A cutover plan coordinates the move to the new state while protecting continuity and data integrity. 39 Defined stabilization support Stabilization support gives users and owners a clear path for resolving issues immediately after launch. 40 Established post-launch measurement Post-launch measurement confirms adoption, performance, quality, and value after the initiative is live. 41 Created an optimization roadmap An optimization roadmap turns launch into an operating improvement cycle rather than a finish line.
About Leadous Leadous helps organizations turn platform investment into production value.
We operationalize customer engagement platforms, AI workflows, integrations, attribution, and connected systems so teams can move from capability to execution with less friction and more confidence.
Our work sits between strategy and delivery. We help teams define the workflow, connect the systems, govern the process, train the people, measure the impact, and improve the operation after launch.
Leadous supports journey orchestration, marketing automation, AI workflow activation, experimentation, system connectivity, reporting confidence, and long-term operational adoption across platforms such as Adobe, HubSpot, Salesforce, Braze, Oracle, Klaviyo, Optimizely, and related ecosystem tools.
We are built for teams facing launch risk, disconnected systems, adoption gaps, unclear measurement, or AI initiatives that need to become a real operating capability.
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