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Source of truth: toolkit/gates/cxsmart-scale-up.md. Edit it there; this page is regenerated on build.

Gate: CXsmart Scale-up

Transition: StudyBuddy pilot proven → CXsmart rebuild starts Owner: Leadership + Delivery Runs: once, when the StudyBuddy pilot completes the full loop

Purpose

The explicit go/no-go before the RAPID pattern is applied to a bigger product. StudyBuddy was built to define the process; this gate stops the pattern scaling on enthusiasm and anecdote rather than on the evidence the pilot charter demanded — and stops a bigger squad inheriting toolkit gaps the pilot already found.

Entry criteria

The gate may be run only once these are true:

• StudyBuddy shipped through the full loop — all seven phases, including at least one complete Flow-state ⇄ Production turn on the live product.
• Operating-model retro held (template) with squad, shared specialists and SMEs present.
• Pilot evidence pack assembled — charter measures populated from the metrics platform, friction log summarised.

Exit criteria

The transition is approved only when all of these pass:

• Pilot-charter evidence thresholds met — the before/after delta against the DORA baseline meets the targets Leadership signed in the charter.
• Named toolkit gaps closed — every friction-log entry dispositioned; gaps flagged "must fix before scale-up" are closed, the rest have named owners and dates.
• Squad shape confirmed — the CXsmart squad shape (UK + India) agreed against the retro's keep/change findings, and a squad charter drafted.
• Retro actions dispositioned — every keep/change decision recorded, with decision records raised where the retro requires them.

Evidence required

• The signed pilot charter with all measures populated (metrics platform links, not screenshots).
• The friction log and its disposition summary.
• The completed operating-model retro, including the before/after story.
• The draft CXsmart squad charter.

Automated vs human

Check	Automated in CI	Human sign-off
DORA before/after delta computed	✅ (metrics platform)	Leadership judges against thresholds
Toolkit gaps closed / owned	—	Toolkit Guild
Squad shape confirmed	—	Delivery
Retro actions dispositioned	—	Leadership + Delivery

Sign-off & waiver

• Signs: Leadership and Delivery jointly; Product consulted on CXsmart scope.
• May waive: nobody may waive the evidence thresholds — a near-miss extends the pilot with a time-boxed action plan; it does not lower the bar. Leadership alone may accept a documented non-threshold gap, as a signed risk acceptance.
• Waiver record: time-boxed, named approver, expiry, logged in toolkit/registers/.