Source: 13-PILOT-30-60-90.md
What this source is
A 633-char structured pilot plan document that closes multiple open questions that have been accumulating across every prior pilot-related ingest. It’s short but dense — it provides a phase-by-phase activity list for the 90-day pilot plus four specific gate metrics with quantified thresholds.
This is the 13th source in the Squire Executive Package v2 numbering, positioned between the three role briefs (10/11/12) and the module library (22). Per 15-start-here-async-standalone, this is step 7 of Path B (the “30/60/90 Pilot Plan” step that precedes the Pilot Decision Memo).
Key claims
- Day 1-30 phase: Setup and Baseline. Three activities: (a) Assign sponsor and owner; (b) Select pilot clients and baseline current metrics; (c) Run preflight checks and acceptance review. → pilot-30-60-90
- Day 31-60 phase: Controlled Execution. Three activities: (a) Deploy field mapping and sidecar workflows; (b) Track weekly KPI pack; (c) Run compliance/evidence export checks. → pilot-30-60-90
- Day 61-90 phase: Scale Decision. Three activities: (a) Compile pilot ROI and case studies; (b) Hold go/no-go board; (c) Approve scale only if all gates pass. → pilot-30-60-90
- Gate metric 1 — Time-to-integrate: at least 50% reduction. First formally-ingested concrete KPI threshold. → pilot-30-60-90 and coo
- Gate metric 2 — Error rate: at least 70% reduction. Second concrete KPI threshold. → pilot-30-60-90 and coo
- Gate metric 3 — Economics: trend within approved ROI range. Third gate criterion — economics must be on track against the 25%–157% 3-year ROI model. Confirms the CFO brief’s day-90 gate framing from a second source. → pilot-30-60-90 and cfo
- Gate metric 4 — Governance: evidence package exported and reviewed. Fourth gate criterion — the governance/compliance evidence must be exportable and actually reviewed. Confirms the CTO brief’s compliance evidence export requirement from a second source. → pilot-30-60-90 and cto
- Sponsor and owner assignment is a Day 1-30 deliverable. This partially resolves the “who leads approval” question from three-role-decision-frame — the pilot has a named sponsor AND a named owner, assigned in phase 1. The sponsor and owner may not be the same person. → pilot-30-60-90 and coo
- Pilot client selection is a Day 1-30 deliverable. The 5–10 pilot clients (from 12-role-brief-coo) are selected during the pilot’s setup phase, not before. The selection criteria are still not specified. → pilot-30-60-90
- Preflight checks and acceptance review are phase-1 activities. Neither is defined in detail in this source but both imply formal gates BEFORE field-mapping deployment begins. → pilot-30-60-90
- Weekly KPI pack is a Day 31-60 activity. Confirms the COO brief’s “weekly operating cadence” claim from a second source, with the specific artifact (“KPI pack”) named. → coo
- Compliance/evidence export checks are Day 31-60. The export happens during controlled execution, not just at the end — the CTO should be seeing evidence exports weekly, not waiting until day 90. → cto
Pages updated by this ingest
Created (0 new pages): all claims land on pages that already exist.
Updated (5 existing pages):
- pilot-30-60-90 — major update with phase-by-phase activity list, four gate metrics with thresholds, sponsor/owner assignment, pilot client selection timing
- cfo — confirms day-90 gate includes “economics within approved ROI range” from a second source
- cto — confirms compliance/evidence export as a phase 2 activity (not just phase 3), with gate metric 4 “governance: evidence package exported and reviewed” adding specificity
- coo — confirms weekly KPI pack, sponsor+owner assignment, pilot client selection as explicit phase-1 deliverables
- three-role-decision-frame — removes the “day-30 gate criteria still unspecified” caveat; the consolidated “what to ask for” list now has concrete answers for gate criteria
Notable quotes
The source is compact enough to quote in full:
“30/60/90 Pilot Plan. Day 1-30 Setup and Baseline: Assign sponsor and owner. Select pilot clients and baseline current metrics. Run preflight checks and acceptance review. Day 31-60 Controlled Execution: Deploy field mapping and sidecar workflows. Track weekly KPI pack. Run compliance/evidence export checks. Day 61-90 Scale Decision: Compile pilot ROI and case studies. Hold go/no-go board. Approve scale only if all gates pass. Gate Metrics: Time-to-integrate at least 50% reduction. Error rate at least 70% reduction. Economics trend within approved ROI range. Governance evidence package exported and reviewed.”
Cross-references / contradictions found
- Closes prior open questions:
- Day-30 criteria: previously “no gate named in corpus yet”. This source names phase-1 activities as Setup and Baseline (sponsor/owner assignment, client selection, preflight checks, acceptance review). There is not a formal gate at Day 30 — Day 30 is the end of the setup phase, with a transition into controlled execution. So the earlier “day-30 gate criteria” framing was slightly mis-stated — it’s a phase transition, not a gate.
- Day-60 criteria: previously “named as a gate but criteria not detailed”. This source shows Day 31-60 is the Controlled Execution phase; the phase-2-to-phase-3 transition is tracked via weekly KPI pack and compliance/evidence export checks. Again, not a formal gate at Day 60 — it’s a phase transition.
- Day-90 gate criteria: previously “economics + adoption proof”. This source specifies the gate as the four Gate Metrics (time-to-integrate, error rate, economics, governance) ALL passing. “Adoption proof” from 10-role-brief-cfo is captured implicitly in the error rate and time-to-integrate thresholds (which can only be measured if real users are actually using the system). The CFO brief’s framing is consistent with this source, just less specific.
- KPI list: previously “not named”. Now partially resolved — the KPI pack exists and is tracked weekly, and the four Gate Metrics name specific KPIs (time-to-integrate, error rate, economics, governance evidence). Whether there are MORE KPIs beyond the four gate metrics is still unclear.
- Pilot client selection: previously “timing unspecified”. Now resolved — selection happens in phase 1 (Day 1-30). Selection criteria are still unspecified.
- “Gate” terminology refinement: prior sources used “day-60 gate” and “day-90 gate” as if they were formal gates. This source clarifies that the ACTUAL formal gate is at Day 61-90 (Scale Decision phase), and “Day 60” is really the transition between Controlled Execution and Scale Decision phases. The only hard gate in the pilot is the end-of-phase-3 go/no-go board meeting.
- Confirms the 30-day evaluation precedes the 90-day pilot: this source starts at “Day 1” which is the beginning of the pilot proper — not the beginning of the evaluation phase. The 30-day evaluation framework from read-talking-points happens before Day 1 of this plan. Total elapsed time from first-review to pilot-decision is therefore ~4 months (30-day evaluation + 90-day pilot).
- 50% time-to-integrate reduction is a massive claim: ai-governance-layer-video claims 15 hours → 30 seconds for field mapping, which is a ~1,800× reduction (vastly more than 50%). So the 50% threshold here is the floor the pilot must clear, not the expected improvement. The video pitches the full improvement; the pilot plan asks for the minimum to clear the gate. This is coherent and honest.
Notes
- The 50% / 70% reduction thresholds are unusually honest. They set a realistic minimum that is well below the hero claim (1,800× from the video) but still high enough to represent meaningful value. A pilot that delivers only 50% time-to-integrate reduction clears the gate even though the aspirational target is much higher.
- The source is structurally the CFO / COO hybrid view of the pilot: it has economics gate metrics (CFO-flavored) AND KPI-and-governance gate metrics (COO/CTO-flavored). It reads like a program management artifact, not a pitch artifact.
- The “preflight checks and acceptance review” in phase 1 are undefined — likely described in a separate
Live Demo SetuporPreflightsource. Flag for future ingest.