Quick Intro: Tell Us About Your Portfolio

• How many buildings are you responsible for today, and what are the dominant property types (e.g., mid-rise office, strip retail)? Options: 1–4 buildings, 5–10 buildings, 11–20 buildings, 21–50 buildings, 50+ buildings
• Which single building would you pick for a pilot if you had to choose one right now, and why that building?
• Roughly what percentage of your portfolio was built before 2000? Options: 0–20%, 21–50%, 51–75%, 76–100%
• What are the top three goals ownership has asked you to deliver this year (select up to 3)? Options: Reduce energy costs, Meet carbon target, Improve tenant comfort, Earn green certifications, Reduce maintenance calls, Increase asset value, Other
• Who will be our primary day-to-day contact during discovery and pilot? Options: Facilities Manager, Property Manager, Energy Manager, Owner/Asset Manager, Third‑party consultant, Other

Are You Comfortable With 'Good Enough' Energy?

• If you had to put a number on it, how confident are you that your current energy use is already optimized? Options: Very confident, Somewhat confident, Not very confident, Not confident at all
• When you see a spike or a higher-than-expected bill, what do you typically do—and how long does it take to resolve?
• Have past energy audits or assessments ever produced recommendations you didn’t implement? If yes, which kinds and why? Options: Controls upgrades, Envelope improvements, Lighting retrofits, Operational changes, We implemented most recommendations, Other
• How would missed savings make you feel internally—embarrassed in front of ownership, frustrated with vendors, or something else? Options: Embarrassed, Frustrated, Concerned about budget, Neutral, Other
• What would have to be true for you to believe a controls retrofit could pay for itself within 24 months?

Where the Money Is Leaking (But Nobody's Noticing)

• Which recurring energy behaviors frustrate you the most—systems running off-schedule, weekend HVAC use, or large overnight loads? Options: Off-schedule HVAC, Weekend/overnight lighting or HVAC, Setbacks not enforced, Makeup air or exhaust issues, Other
• Can you share a recent month where utility costs felt out of line—and what you suspect caused it?
• How often do tenants or staff report comfort complaints that you suspect are actually control or scheduling issues? Options: Daily, Weekly, Monthly, Rarely, Never
• Which hours of the week do you suspect have the biggest waste (select all that apply)? Options: Weekday business hours, Weekday nights, Weekend daytime, Weekend nights, Holiday periods
• If we could reduce those waste hours by 30%, how would that change your operational priorities?

Decision-Makers, Politics, and 'Who Signs the Check?'

• Who ultimately approves capital or O&M spend for projects like this—and how long does that approval typically take? Options: On-site owner/partner, Regional asset manager, Corporate head office, Investment committee, Third‑party owner, Other
• Who else influences the decision—tenants, sustainability teams, procurement, or local government—and what role do they play? Options: Tenants, Sustainability/ESG team, Procurement, Legal/Compliance, Local/regulatory bodies, Other
• Have you ever lost a deal internally because projected savings felt unrealistic? Tell us what skepticism looked like.
• What political or organizational risks keep you awake when considering a pilot—tenant pushback, CAPEX limits, or vendor reliability? Options: Tenant pushback, CAPEX constraints, Vendor reliability, Disruption to operations, Regulatory risk
• What proof or assurances do you need to move from pilot to portfolio roll‑out—audited savings, tenant satisfaction, executive buy‑in, or something else? Options: Audited savings, Tenant satisfaction survey, Executive sign-off, Warranty/SLA guarantees, Case studies from similar properties, Other

Tenant Experience: Comfort, Complaints, and Hidden Constraints

• If we optimize aggressively, how concerned are you that tenants will notice temperature or lighting changes? Options: Very concerned, Somewhat concerned, Not very concerned, Not concerned at all
• Do any tenants have contract clauses or service-level expectations that limit HVAC changes, after-hours access, or sensor installation? Options: Yes—strict clauses, Yes—some constraints, No formal clauses, Not sure
• How many tenant comfort complaints do you receive on average per month, and which are most common (cold, hot, drafty, lighting)? Options: 0–2, 3–5, 6–10, 10+
• What’s the emotional impact on you and your team when tenants complain—do you feel reactive, blamed, or resigned? Options: Reactive/stressed, Blamed/frustrated, Resigned/used to it, Motivated to fix, Other
• Are there tenant hours or spaces (e.g., retail lobbies, data closets, labs) we must avoid touching or that require special coordination? Options: Lobbies, Retail units, Server rooms/data closets, Medical/lab spaces, Other

Technical Reality Check: BAS, Networks, and Data Hygiene

• Do your buildings share a common BAS or are they a patchwork of different systems and vintages? Options: Single, uniform BAS, Mostly similar systems, Mixed systems across sites, No BAS or very basic controls
• Which BAS brands or protocols are present across your properties (select all that apply)? Options: Trane, Carrier, Johnson Controls, Siemens, BACnet, Modbus, Proprietary/Other
• How accessible is historical utility and interval data for the buildings you want to target—easy download, requires utility authorization, or not available? Options: Easily downloadable, Requires authorization, Metered but limited, Not available
• Have you previously connected any third-party analytics or energy platforms to your network? If so, what worked or failed?
• How comfortable is your IT team with installing sensors that rely on Wi‑Fi or building LANs, and what security concerns do they raise? Options: Very comfortable, Somewhat comfortable, Reluctant, Not involved

Pilot Criteria: What Success Actually Looks Like

• If a pilot could only prove one thing to you and your stakeholders, what should that one thing be—measured $ savings, tenant satisfaction, or operational simplicity? Options: Measured $ savings, Tenant satisfaction, Operational simplicity, Ease of scaling, Other
• What minimum percent savings or dollar reduction would make a pilot a clear win for you? Options: <5%, 5–10%, 11–20%, 21–30%, 30%+
• How long would you expect to run a pilot before deciding on a portfolio roll‑out? Options: 2–4 weeks, 4–8 weeks, 2–3 months, 4–6 months
• Which acceptance criteria must be met for you to sign off on success (select up to 3)? Options: M&V verified savings, No increase in comfort complaints, Limited disruption during install, Positive tenant feedback, Clear ROI within X months, Integration with dashboard
• What level of measurement & verification rigor do you prefer—internal reporting, third‑party audit, or utility/ESCO verification? Options: Internal reporting, Third‑party audit, Utility/ESCO verification, Unsure

Risks You'd Rather Not Admit (and How They Would Show Up)

• What’s the single biggest risk you worry a retrofit would create—tenant backlash, extended HVAC downtime, or inaccurate savings? Options: Tenant backlash, Extended HVAC downtime, Inaccurate savings, Network/security exposure, Other
• Have you experienced failed installations or pilots before? If yes, describe what went wrong and how it felt to your team.
• How much HVAC downtime is acceptable per unit during install, and are evenings/weekends available for most sites? Options: No downtime allowed, Up to 2 hours, 2–6 hours, Evening/weekend windows only
• What contingency or rollback expectations would you need built into a pilot contract to feel safe?
• If a pilot underdelivered, how would you prefer we address it—refund, extended optimization, or performance guarantees? Options: Refund, Extended optimization period, Performance guarantees/penalties, Other

If Everything Went Perfect: What Would That Feel Like?

• Imagine the ideal outcome 12 months after rollout—what are three measurable things that prove success?
• Beyond savings, what softer outcomes would matter—tenant NPS, lower service calls, or improved workplace ratings? Options: Increased tenant NPS, Fewer maintenance tickets, Higher occupancy/renewal, Better ESG reporting, Other
• How would you like savings and comfort metrics presented—daily dashboards, weekly summaries, or quarterly executive briefs? Options: Daily dashboards, Weekly summaries, Quarterly briefs, Automated alerts only, Custom reports
• If a landlord or board asked for a headline metric to share publicly, what single KPI would you choose (e.g., % energy reduction, $ savings, or CO2 avoided)? Options: % energy reduction, Dollar savings, CO2 avoided, Tenant satisfaction score, Other
• What would success free you up to do differently in your role?

First Steps — Commitments, Access, and Next Actions

• What documents or approvals will we need to get started—utility bills, site access forms, or tenant consent? Options: 12–24 months utility bills, Site access/permit forms, Tenant notifications/consent, BAS credentials, Other
• How quickly could you provide 12–24 months of metered utility data for our pilot building? Options: Immediately, Within 1–2 weeks, Within 1 month, Longer than 1 month, Not available
• Who will provide access on install days and who signs off on completed installs? Options: Facilities lead on site, Regional manager, Third‑party vendor, Owner representative, Other
• What installation windows are available at your pilot site—weeknights, weekends, or daytime with tenant notices? Options: Weeknights, Weekends, Daytime with tenant notices, Holiday windows
• Realistically, how ready are you to start a pilot in the next 90 days—ready, need approvals, or longer timeline? Options: Ready now, Need approvals (1–2 months), Longer timeline (3+ months), Unsure

• Solution Experience Prep & Data Confirmation
• Modeling Workshop: Baseline Analysis & Consequence Quantification
• Pilot Scenario Review — Calibrated Future State Proof
• Tenant & Facilities Impact Review
• Validation Criteria, Reporting & Commercial Alignment

• Set monitoring cadence and SLAs for rapid response during calibration.
• Both parties to sign off on M&V acceptance criteria and the pilot measurement window.
• One‑Sentence Future State
• Customer explicitly validates the calibrated future state as solving the named consequences.
• Agreement on tenant impact mitigation and operational runbook for pilot execution.
• Decision to proceed to pilot deployment planning or list of required iterations.
• If approved, seller to produce a signed pilot scope-and-install plan with dates and owners.
• If not approved, seller to capture feedback, adjust model inputs, and schedule a focused follow-up within 5 business days.
• Customer to confirm on-site contact, approvals, and tenant notification windows required for installation.
• Review Tenant Constraints & Acceptance Criteria
• Ensure tenant comfort risks are mitigated with concrete communication and escalation processes.
• Assign facilities operations owners and training schedule for pilot support.
• Introductions & Meeting Objectives
• Seller to provide tenant notification templates and a 1‑page occupant FAQ.
• Customer to supply tenant contact list, any lease constraints, and approve notification windows.
• Schedule a 60‑minute ops training session during pilot install week.
• M&V Plan Review
• Agree on rigorous M&V criteria and the reporting artifacts that will serve as the single source of truth.
• Set the commercial link between verified savings and pricing/rollout commitments.
• Establish remediation and reconciliation paths if pilot results deviate from projections.
• Seller to deliver the final M&V plan and dashboard template for customer review and sign-off.
• Customer to confirm signatories, decision dates, and any required procurement milestones.
• Both parties to record the pilot-to-rollout commercial trigger conditions in the pilot scope document.
• Produce a crystal-clear one-sentence current state agreed by both parties.
• Quantify the top-line consequence that gives urgency to the pilot (cost, comfort disruption, compliance risk).
• Confirm complete data set and ownership for delivery so modeling can proceed without assumptions.
• Agree on pilot building and immediate scope boundaries.
• Customer to upload 12–24 months of utility bills, BAS logs (1–5 min granularity if available), floor plans, and tenant constraints.
• Seller to create a short data intake checklist and confirm access credentials and delivery deadlines.
• Schedule the Modeling Workshop with relevant technical and decision-making attendees.
• Re‑state Current State & Consequence
• Validate baseline numbers and ensure the diagnosis is data-driven and undisputed.
• Produce a quantified consequence (dollars, kWh, % of baseline) tied to the current state.
• Agree on pilot scenario assumptions so the model output becomes a provable forecast, not a product tour.
• Set explicit M&V acceptance criteria and validation owners for the pilot.
• Seller to deliver the baseline analysis report, model inputs, and sensitivity charts within 3 business days.
• Customer to confirm or correct pilot assumptions and provide any missing BAS/occupancy data.
• Demonstrated Comfort Outcomes
• Data Feeds & Dashboard Walkthrough
• One‑Sentence Current State
• Baseline Utility & Load Profile Review
• Model Outputs Tied to Problems (Diagnosis → Proof)
• Commercial Mapping: Pilot → Rollout Triggers
• Consequence Summary (impact statement)
• Tenant Comfort Simulation & Impact Mapping
• Failure Modes & Tenant Constraints
• Tenant Notification & Escalation Plan
• Operational Runbook Overview
• Pilot Scenario Assumptions
• Required Data & Prework Checklist
• Risk, Remediation & Reconciliation
• Facilities Ops Readiness & Training
• Decision & Validation Checkpoint
• Monitoring & Rapid Response
• Next Steps & Decision Timeline
• Live Savings Model: Projected Energy & Cost Reductions
• Pilot Building & Scope Confirmation
• Sensitivity & Risk Analysis
• Define M&V Acceptance Gates

• Install networked occupancy and ambient sensors
• Install and wire smart HVAC controllers
• Install networked lighting control modules and daylight sensors
• Integrate controllers with Building Automation System (BACnet/Modbus)
• Deploy cloud monitoring dashboard and provision user accounts
• Commission sensors and controllers for system functionality
• Execute 4–6 week occupancy learning calibration run
• Activate automated demand response and peak curtailment controls
• Perform firmware, cybersecurity, and device updates
• Provide monthly remote optimization and setpoint tuning
• On-site preventive maintenance and hardware inspections
• Replace faulty sensors and hardware swap-outs
• Install outdoor weather station and forecast integration
• Deliver monthly verified energy savings statement (utility-reconciled)

Install networked occupancy and ambient sensors

• How many distinct zones or rooms should occupancy/ambient sensors be installed in? Options: Less than 25, 25-50, 51-150, 151-500, 500+
• What space types will be instrumented? Options: Private offices, Open-plan offices, Retail sales floor, Conference rooms, Lobbies/reception, Corridors, Restrooms, Mechanical rooms, Other
• Are there tenant or landlord restrictions for visible sensor installation (e.g., no drilling, concealment required)? Options: Yes, No
• Is mains power available at planned mounting locations or should sensors be battery-powered? Options: Mains power available, Battery-powered required, Combination of both, Unknown / needs survey
• Do you require privacy-preserving occupancy modes (no cameras, anonymized counts) or tamper-resistant housings? Options: Yes, No
• Specify any preferred mounting heights, locations to avoid, or aesthetic constraints.

Install and wire smart HVAC controllers

• Approximately how many HVAC units, VAV boxes, or control points are in scope per building? Options: Less than 10, 10-25, 26-75, 76-200, 200+
• Which types of HVAC equipment will require controllers? Options: Rooftop Units (RTUs), Air Handling Units (AHUs), VAV boxes, Chillers, Boilers, Split systems/packaged units, Other
• Is existing control wiring and terminal space available at the equipment control panels? Options: Yes, No, Partial / Unknown
• Will controller installation require scheduled HVAC downtime (evenings/weekends) or can it be done live? Options: Scheduled downtime required, Live swap acceptable, Combination / depends on unit, Unknown
• Are there site safety, lockout/tagout, or vendor credential requirements for contractor crews? Options: Yes, No
• Provide any access constraints, electrical panel locations, or preferred installation windows.

Install networked lighting control modules and daylight sensors

• How many lighting circuits or fixture groups are targets for control per building? Options: Less than 10, 10-50, 51-150, 151-500, 500+
• Do fixtures support line-voltage dimming, require smart ballasts/drivers, or need retrofit modules? Options: Line-voltage dimmable, Requires smart ballast/driver, Retrofit module available, Unknown
• Are daylight sensors required near windows/skylights and should they be networked for zoning? Options: Yes - networked zoning, Yes - standalone, No, Unknown
• What level of zoning control is needed (per-room, per-floor, façade-side, whole-floor)? Options: Per-room, Per-floor, Per-zone/side, Whole-building, Custom
• Is there an existing lighting control system or PLC we must integrate with? Options: Yes - specify protocol later, No, Unknown
• List any tenant aesthetics, fixture warranty considerations, or emergency lighting constraints.

Integrate controllers with Building Automation System (BACnet/Modbus)

• Is there an existing BAS on site to integrate with? Options: Yes - fully operational, Partial/legacy BAS, No BAS, Unknown
• Which communication protocols are supported by the on-site BAS or preferred for integration? Options: BACnet/IP, BACnet MSTP, Modbus TCP, Modbus RTU, LonWorks, Other
• Will you provide BAS network access, device point lists, and credentials for integration? Options: Yes, No, Partial / will require coordination
• Are there IP addressing, VLAN, firewall, or VPN requirements that affect integration? Options: Yes, No, Unknown
• Who is the BAS owner or contact (vendor/third-party) for coordination and scheduling?
• Are there any cybersecurity policies or required network traversal procedures (jump boxes, bastion hosts)?

Deploy cloud monitoring dashboard and provision user accounts

• How many users and what role types should be provisioned initially? Options: 1-5, 6-20, 21-50, 50+
• Which roles should be available (Owner, Facilities Manager, Energy Analyst, Tenant Rep, IT Admin)? Options: Owner, Facilities Manager, Energy Analyst, Tenant Representative, IT Administrator, Other
• Do you require Single Sign-On (SSO) or SAML/OAuth integration with existing identity providers? Options: Yes - SSO required, No, Consider later
• What reporting cadence and data granularity do you need (real-time, hourly, daily, monthly)? Options: Real-time/streaming, 15-minute, Hourly, Daily, Monthly
• Do you need integrations or data exports to third-party reporting tools (PowerBI, Tableau) or APIs? Options: Yes, No
• If integrations required, list preferred tools, API endpoints, or export formats.

Commission sensors and controllers for system functionality

• Do you require factory acceptance testing (FAT), on-site commissioning, or both? Options: On-site commissioning only, FAT + on-site, Remote commissioning possible, Unknown
• Which commissioning standards or deliverables are required (ASHRAE, manufacturer checklist, owner spec)? Options: ASHRAE standard, Manufacturer checklist, Owner/client specification, Other
• Which functional tests should be performed (occupancy detection, setpoint control, schedules, alarms)? Options: Occupancy detection, Setpoint control, Scheduling & setbacks, Demand response, Data feed validation, Alarm & notification tests
• Who is the authorized sign-off authority for commissioning completion? Options: Owner/Property Manager, Facilities Manager, Vendor, Third-party commissioning agent
• Do you require as-built documentation, point-to-point wiring diagrams, and commissioning reports? Options: Yes, No
• Preferred dates or windows for commissioning activities and any blackout periods to avoid.

Execute 4–6 week occupancy learning calibration run

• What calibration duration do you prefer for the pilot learning run? Options: 4 weeks, 5 weeks, 6 weeks, Custom duration
• Should calibration occur during normal operations or include simulated occupancy/test events? Options: Normal operations, Simulated events, Both
• Are there seasonal events, holidays, or special tenant operations occurring during the proposed calibration window? Options: Yes, No, Unknown
• What minimum average occupancy level is expected during calibration to yield valid learning (Low/Medium/High)? Options: Low (<20%), Medium (20-60%), High (>60%), Unknown
• Will tenants be notified about the learning period and potential temporary comfort variations? Options: Yes - formal notification, Yes - informal, No, Require vendor to handle notifications
• Do you want interim performance reviews (weekly checkpoints) during calibration? Options: Yes - weekly, Yes - biweekly, No

Activate automated demand response and peak curtailment controls

• Does the site currently participate in utility or aggregator demand response programs? Options: Yes, No, Interested - need enrollment assistance
• Which DR signal types should be supported (OpenADR, utility manual dispatch, aggregator API)? Options: OpenADR, Utility manual dispatch, Aggregator API, Custom
• Are there tenant-critical loads or protected equipment that must be excluded from DR events? Options: Yes, No, Unknown
• What maximum setpoint or load reduction is allowable during DR events (percent or absolute)?
• Is revenue-grade telemetry or utility-grade metering required for settlement or incentive payments? Options: Yes, No, Maybe - depends on program
• Do you require pre-approval testing with the utility or aggregator before live events? Options: Yes, No

Perform firmware, cybersecurity, and device updates

• Do you have site cybersecurity policies that dictate firmware update windows, approvals, or testing? Options: Yes, No, Unknown
• Would you prefer staged firmware rollouts (pilot batch then fleet) or immediate fleet-wide updates? Options: Staged rollout, Immediate fleet update, Case-by-case
• Are devices hosted on a segregated IoT network with restricted egress and firewall rules? Options: Yes, No, Unknown
• Who must approve firmware versions before deployment (Owner, IT, Vendor, Third-party)? Options: Owner, IT / Security, Vendor, Third-party auditor
• Do you require vulnerability scanning, patch reports, or SOC-style reporting after updates? Options: Yes, No
• Preferred maintenance windows for performing updates (nights, weekends, specific dates).

Provide monthly remote optimization and setpoint tuning

• Should monthly adjustments be applied automatically or require manual approval before deployment? Options: Automatic adjustments, Manual approval required, Hybrid (auto + review)
• Which KPIs should optimization prioritize? Options: Energy reduction, Tenant comfort (PMV/temperature), Peak demand reduction, Equipment runtime/maintenance, Cost savings
• Who should receive monthly optimization reports and alerts? Options: Owner, Facilities Manager, Energy Analyst, Tenant Representative, IT Admin
• Do you require a change log, rollback capability, and approval history for setpoint changes? Options: Yes, No
• Is a dedicated account manager or remote optimization engineer required as part of the monthly service? Options: Account manager, Remote engineer, Both, No preference
• Specify any SLA expectations for response time to detected performance anomalies (hours/days).

• Statement of Work (SOW)
• Master Services Agreement (MSA)
• Pricing & Verified Savings Agreement
• Pilot Terms & Acceptance
• Service Level Agreement (SLA)
• Hardware Purchase / Lease & Warranty
• Data Access, Privacy & Integration Agreement
• Site Access & Work Authorization
• Payment Schedule & Invoicing
• Rollout & Phasing Plan
• Change Order Agreement
• Maintenance & Optimization Agreement
• Insurance & Liability Addendum
• Termination & Decommissioning Terms
• Mutual Responsibilities & Governance Checklist

• Success Review & M&V Validation
• Calibration & Optimization Workshop
• Tenant Comfort & Stakeholder Review
• Operational Support, SLA & Shared Channel Setup
• Financial Reconciliation & Rollout Decision

• Provision the agreed shared channel and invite all operational contacts.
• Agree on a prioritized list of calibration fixes and optimizations with clear owners.
• Define measurement/validation plan (metrics, duration) that proves each optimization.
• Minimize risk by specifying rollback criteria and verification checkpoints.
• Apply approved configuration/firmware changes to pilot controllers and record change log.
• Schedule targeted 2-week validation window with telemetry export at midpoint and endpoint.
• Replace or relocate sensors flagged for poor performance and update inventory records.
• Pre-work: occupant feedback packet
• Resolve outstanding comfort issues with an agreed remediation list and owners.
• Align on trade-offs and operating guardrails that balance savings and occupant comfort.
• Establish the tenant communication plan and assign a point of contact for tenant escalations.
• Implement short-term setpoint or schedule exceptions and log expected impact windows.
• Publish tenant-facing communication and FAQ via agreed channel.
• Track comfort metrics daily for two weeks and report back at follow-up meeting.
• Agree on SLAs, escalation paths, and monitoring thresholds to ensure reliable support.
• Confirm shared channel technology and access
• Create and provision a shared operational channel with correct access and notification rules.
• Establish a regular optimization and reporting cadence with owners assigned.
• Pre-work check
• Document and publish the SLA and escalation matrix in the shared channel.
• Configure monitoring alerts and verify end-to-end delivery with a test incident.
• Pre-work: finance packet review
• Finalize financial reconciliation and agree any credits or invoices tied to pilot performance.
• Obtain a commercial decision to proceed, defer, or modify the rollout with clear conditions.
• Assign owners to produce contract amendments or SOW for the next phase.
• Issue any agreed credits or adjusted invoices and confirm receipt with customer finance.
• Prepare SOW and pricing for portfolio rollout and circulate for procurement approval.
• Schedule executive approval meeting if required for capital commitment.
• Confirm verified energy savings and accept M&V results (or capture specific disputes).
• Validate occupant comfort outcomes and agree remediation for any issues.
• Secure a clear decision: accepted, accepted-with-conditions, or escalate for further analysis.
• Define concise next steps and owners for financial reconciliation and rollout planning.
• Deliver final signed M&V report and source data to customer within agreed SLA.
• Record formal pilot acceptance signature or list of outstanding remediation items and owners.
• If savings trigger performance fee or credit, issue billing adjustment instructions to finance.
• Pre-work: calibration data pack review
• One-sentence calibration summary
• One-sentence comfort baseline
• One-sentence current state
• Support model & escalation paths
• One-sentence financial outcome
• Monitoring, alerts & dashboards
• Consequence & targets recap
• Correlation of complaints to system events
• Calibration telemetry & diagnostics
• Verified savings vs pricing reconciliation
• M&V results presentation
• Continuous optimization cadence
• Root-cause analysis for anomalies
• Short-term remediation options
• Contract modules & commercial options
• Proposed configuration changes & A/B tests
• Enhancements backlog and funding pathway
• Comfort & occupant metrics
• Long-term improvements & trade-offs
• Decision and conditions for rollout
• Reporting & escalation templates
• Variance analysis
• Tenant communication & escalation plan
• Timeline, owners, and success criteria