Skip to main content
Reference — generated from the toolkit

Source of truth: toolkit/templates/pilot-charter.md. Edit it there; this page is regenerated on build.

Pilot charter — {pilot: StudyBuddy}

  • Pilot: StudyBuddy — legacy → RAPID rebuild Squad: {per squad charter}
  • Charter period: {start} → {end} Status: Draft until signed

What the pilot must prove

The pilot exists to prove the pattern, not just to ship a product. A good StudyBuddy delivered by heroics is a failed pilot. The transition it feeds is the CXsmart scale-up gate, which reads this table as its evidence thresholds.

#MeasureBaseline (legacy)TargetEvidence
1Lead time for change{from DORA baseline}{TBD — Leadership + Delivery}Metrics platform
2Deployment frequency{from DORA baseline}{TBD}Metrics platform
3Change-failure rate{from DORA baseline}{TBD}Metrics platform
4MTTR{from DORA baseline}{TBD}Metrics platform
5Defect escape rate{from legacy defect data}{TBD}Defect taxonomy reports
6Capital-deposit raten/a (legacy captured nothing)100% of loops depositFlow-state checklist
7Token spend vs earmarked STOP savingsn/aWithin the earmarked budgetFinOps reconciliation

Before/after measurement plan

The comparison is legacy-vs-RAPID against the DORA baseline — the before-photo taken during STOP. Rules that keep it honest:

  • Baseline first. The legacy baseline for rows 1–4 is captured and signed before any rebuild work starts. No baseline, no pilot.
  • Same keys, instrumented. The rebuild's CI/CD instruments the same four keys automatically from day one — the "after" is measured the same way as the "before", not reconstructed from memory.
  • A defined window. The "after" measurement covers {N} weeks of the Flow-state ⇄ Production loop after first production release — long enough to include real fixes, not just the honeymoon.
  • Full-cost accounting. Token spend, shared-specialist time and SME hours are counted in the RAPID column. The claim is "faster and cheaper, honestly costed" — not "faster if you ignore the inputs".
  • Reported, not curated. The before/after delta is a standing view on the metrics platform, visible while the pilot runs — not a chart assembled at the end.

Friction log

The squad keeps a friction log from day one — it is an obligation of this charter, not a nice-to-have:

  • Log everything that slowed the loop: a toolkit gap, an unclear standard, a guardrail false positive, a handoff delay, an agent failure mode.
  • Triage weekly in Flow-state — every entry dispositioned: fixed, accepted (with reason), or escalated to the Toolkit Guild.
  • It is gate evidence. The "named toolkit gaps" the CXsmart scale-up gate requires closed come from this log; an empty log at gate time is treated as an unkept log, not a frictionless pilot.

The log lives in the pilot repo alongside the code and is summarised into the operating-model retro.

Artefacts the pilot must produce or validate

The pilot's second deliverable is the toolkit itself, proven on real work:

  • First stack playbook — produced in Tech selection (template); the reusable output future squads start from.
  • PFD exemplar — the StudyBuddy PFD becomes the worked example the handbook points to.
  • First squad charter — the StudyBuddy squad completes the template; it doubles as the worked example.
  • Gate cards validated in anger — every pipeline gate run for real, with friction-log entries for any criterion that could not be checked in minutes.
  • Operating-model retro — completed at pilot end (template); findings feed the scale-up gate.

Sign-off

RoleNameDateSignature
Leadership (approves charter + targets)
Delivery (owns the measurement plan)
Product (owns StudyBuddy outcomes)