Source: 16-PILOT-DECISION-MEMO-STANDALONE.html

What this source is

The decision artifact every review path delivers to. Per the three review paths, Paths A, B, and C all terminate in this page — the “Pilot Decision Memo.” It’s a copy-ready memo template that the executive sponsor (or the CEO reconciling all three role views) fills in to formalize the pilot decision.

Read directly from the canonical Preston-Test HTML file at public/Squire-Executive-Package-v2/16-PILOT-DECISION-MEMO-STANDALONE.html. Text extracted; HTML scaffolding (Tailwind classes, JS for copy-to-clipboard) omitted.

Key claims

1. Recommended Decision (explicit): “Approve a 3-month pilot for SuiteCentral 2.0 at $50K-$75K, limited to 5-10 Squire clients, with day-60 and day-90 go/no-go gates tied to measurable operating and financial outcomes.” This is the official recommended decision language, now formally ingested. → pilot-30-60-90
2. Three gate targets, displayed prominently at the top:
   • Time-to-integrate: ≥ 50% reduction
   • Error-rate: ≥ 70% reduction
   • Economics: Track to approved ROI range These are the same three as Gate Metrics 1, 2, 3 from 13-pilot-30-60-90. Gate Metric 4 (Governance: evidence package exported and reviewed) is implicit in the “Conditions of approval” section. → pilot-30-60-90
3. Three decision options (NEW):
   • Option A: Approve pilot now — Proceed with full 30/60/90 plan and weekly steering cadence.
   • Option B: Conditional approval — Approve after one additional technical check or budget clarification.
   • Option C: Defer — Defer pilot; revisit after market or internal constraints change. Option B is notable: it frames the two kinds of conditional approvals as either “technical check” (CTO-flavored) or “budget clarification” (CFO-flavored), with the COO implicitly on board. → three-role-decision-frame — adds the three-option framing to the reconciliation view.
4. Copy-ready memo text structure (NEW) — the template the CEO actually fills in:
   • Basis for decision (3 bullets): production-ready evidence package reviewed, pilot scope bounded with gates, impact targets are measurable
   • Conditions of approval (3 numbered items): Weekly KPI reporting to executive sponsor, Governance evidence export and review by Day 90, Scale-up only if all gate criteria are met
   • Decision Outcome (3 checkboxes): Approve now / Approve with conditions / Defer
   • Owners (3 named roles): Executive sponsor, Technical owner, Operating owner
   • Sign-off (3 role signatures): CFO, CTO, COO
5. Six named positions in the memo (NEW): The memo names SIX total positions that need to be filled — 3 owner roles (Executive sponsor, Technical owner, Operating owner) PLUS 3 sign-off roles (CFO, CTO, COO). The sponsor vs owner distinction from 13-pilot-30-60-90 is now fully resolved: the Executive sponsor is one specific person; the Technical owner and Operating owner are two other people. Plus the three approving C-level signatures. That’s 6 distinct positions required to run the pilot.
6. Supporting links (from the memo page footer): Claim-to-Proof Matrix, 30/60/90 Pilot Plan, Watch Playlist. These are the three artifacts a reviewer opens from the memo itself.

Pages updated by this ingest

Created (0 new pages).

Updated (2 existing pages):

• pilot-30-60-90 — added the Pilot Decision Memo as the pilot’s terminal artifact; added the three decision options (A/B/C) and the 6-named-position framing
• three-role-decision-frame — added the Option B “conditional approval” framing (technical check OR budget clarification) as a third pathway in the synthesis

Notable quotes

“Approve a 3-month pilot for SuiteCentral 2.0 at $50K-$75K, limited to 5-10 Squire clients, with day-60 and day-90 go/no-go gates tied to measurable operating and financial outcomes.” — Recommended Decision

“Option B: Conditional approval — Approve after one additional technical check or budget clarification.” — Decision Options section. Worth notice: conditional approvals are framed as requiring ONE additional check, not a list.

Cross-references / contradictions found

• Six-position org chart for the pilot: the memo explicitly names 6 positions (Executive sponsor, Technical owner, Operating owner, CFO sign-off, CTO sign-off, COO sign-off). Earlier sources implied the sponsor/owner distinction without naming all 6. This source is the first formal enumeration.
• “Day-60 and day-90 gates” wording vs phase-transition terminology: this memo uses the older “day-60 and day-90 gates” phrasing. 13-pilot-30-60-90 refined that to “only end-of-phase-3 is a hard gate; Day 30 and 60 are phase transitions.” Not a contradiction — the memo is pointing at the same artifacts with less precise language. The gate metrics themselves are still the same four numbers.
• Three conditions of approval are NEW specificity: “Weekly KPI reporting” (confirms COO brief), “Governance evidence export and review by Day 90” (confirms CTO brief), “Scale-up only if all gate criteria are met” (confirms COO brief’s expansion rule). All three conditions align with prior-source asks from the role briefs.
• “Production-ready evidence package” in the basis for decision language: reinforces the 09-claim-proof-matrix “Shipped” framing — the memo assumes the reviewer has already walked the evidence package.

Notes

• The copy-ready template is designed to be literally copy-pasted into an email or memo. The reviewer fills in the decision date, names, and initials, and ships it.
• Supporting links are only 3 items (Claim-Proof Matrix, 30/60/90 Pilot Plan, Watch Playlist) — NOT the Pilot Decision Memo’s own related docs (like ROI Calculator, Technical Proof, Oracle Comparison, Compliance Dashboard). The memo assumes the reviewer already walked those in earlier path steps.
• This is an HTML page, not a markdown file. The text was extracted — HTML scaffolding (Tailwind classes, JavaScript for copy-to-clipboard) was omitted as non-content.