Why Is This on Your Radar Today?

• What's prompted you to explore EV charging now? Options: Tenant demand or request, Recently lost a tenant over charging, A utility rebate or incentive, Municipal mandate or code, Competitive pressure from nearby properties, Other
• Tell us about any recent tenant conversations, leasing events, or incidents that made this a priority.
• How urgent is a decision on this project from your perspective? Options: Immediate (within 30 days), Short-term (1–3 months), Medium (3–6 months), Longer-term (6–12 months), No timeline/under evaluation
• Who on your team reacted most strongly when this topic came up—and what was their primary concern or desire?
• What is your primary goal for offering charging in the next 12–24 months? Options: Tenant amenity to retain/attract tenants, Revenue generation or cost-recovery, Fleet electrification support, Compliance with local rules, Enhance sustainability credentials, Other
• Do you already work with vendors (EV charging providers, electrical contractors, or specific property managers) we should know about? Options: Yes — EV charging vendor, Yes — electrical contractor, Yes — property manager, No existing partners, Other

What Would Make This Project a Win?

• If you could guarantee one outcome from this project—tenant happiness, cost neutrality, or future-proofing—which would matter most? Options: Tenant satisfaction / retention, Cost neutrality or positive ROI, Scalable design for future demand, Safety & compliance, Brand / sustainability recognition
• Which measurable goals would prove the deployment succeeded (pick all that apply)? Options: Utilization: sessions/day per port, Uptime / reliability %, Monthly net revenue, Tenant satisfaction score or fewer complaints, Lease renewal impact, Operational cost targets
• What uptime target would you consider acceptable for the chargers and network? Options: 99.9%+, 99%–99.8%, 95%–98%, <95%, Not sure / need advice
• How will you know the system is accepted at handover—what are your acceptance criteria? Options: Formal acceptance checklist, Operational demo with tenants, Signed handoff by facilities, No formal criteria, Unsure / want recommendations
• If you had to describe a headline outcome that would make the owners feel this was worth doing, what would it say?

What's Hidden Behind Your Electrical Panel?

• Are you confident the existing electrical service can support additional charging, or are you hoping upgrades won’t be necessary? Options: Confident — we’ve checked capacity, Somewhat confident — partial checks done, No — upgrades likely, I don’t know
• What is the building's main service size or main breaker rating (amps)? If unknown, approximate or upload later.
• How is metering arranged for the site? Options: Single building meter, Multiple tenant meters, Combination/shared metering, Utility/master-metered garage, Unsure
• Has anyone completed a recent load study, one-line diagram, or as-built electrical drawing? Options: Yes — within 2 years, Yes — older than 2 years, No, but we can obtain them, No / unknown
• Where are chargers most likely to be installed: surface lot, structured garage (ramp levels), curbside, tenant-designated stalls, or fleet area? Options: Surface lot, Structured garage (indicate level), Curbside / streetscape, Tenant-designated stalls, Fleet parking area, Other
• What physical or historic constraints could affect installation (ceiling height, concrete thickness, heritage status, ventilation, conduit runs)? Options: Low ceilings/headroom, Thick concrete or limited sawcut allowed, Historic building restrictions, Limited access for trenching, No major constraints, Other
• How would you feel about trade-offs such as using software load management instead of a transformer/service upgrade? Options: Prefer load management first, Prefer full upgrade for future-proofing, Open to either with cost comparison, Unsure—need recommendation

Who Holds the Keys (and the Budget)?

• If one signature could greenlight this tomorrow, whose signature would it be and why? Options: Owner / Asset Manager, Property Manager, Facilities Director, Corporate Finance, Board / HOA, Legal / Risk
• Which stakeholders must be consulted or will influence the decision (leasing, operations, sustainability, tenants, municipality)? Options: Leasing & commercial team, Facilities / engineering, Corporate sustainability, Finance / accounting, Tenants or tenant association, Local government / planning
• What budget approval thresholds should we know about (e.g., amounts that trigger additional approvals)? Options: <$10k, $10k–$50k, $50k–$250k, >$250k requires executive/board approval, Public procurement rules apply, Unsure
• Do you have procurement constraints—preferred-vendor lists, competitive-bid requirements, or sole-source policies? Options: Competitive bids required, Preferred vendor list, Sole-source allowed, Public procurement rules, Unsure
• How do your stakeholders typically react to revenue-share or concession models versus capital spend? Options: Prefer revenue-share (lower capex), Prefer capital ownership (keep revenue), Open to hybrid models, No preference / need education
• How important are vendor references, past portfolio, and uptime SLAs to your decision—deal breaker, very important, or nice-to-have? Options: Deal breaker, Very important, Nice-to-have, Not critical

Money: What's Realistic vs. Fantasy?

• Would you prioritize lower upfront cost with shared revenue, or owning equipment and keeping recurring revenue? Options: Lower upfront cost — revenue share, Own equipment — keep revenue, Hybrid — some capex, some share, Undecided / need pros/cons
• Do you expect utility rebates or incentives to materially change the installed cost? Options: Yes — confirmed rebate amount, Yes — likely but not confirmed, Maybe — unclear, No significant rebates expected
• After rebates, what installed cost per Level 2 port would you find acceptable? Options: <$3,000, $3,000–$6,000, $6,000–$10,000, >$10,000, Unsure / need estimate
• Are you open to multi-year operations and maintenance agreements to secure uptime and simplify management? Options: Yes — 5+ years, Yes — 1–3 years, Prefer short-term, Prefer ad hoc / no long-term contract
• How would you prefer billing to work for users: operator-managed payments, property-managed accounts/permits, or free for certain user groups? Options: Operator-managed payments, Property-managed billing/permits, Free for tenants/employees, Hybrid
• Who in your finance team should we involve for rebate capture, budget alignment, or revenue accounting?

Tenant Experience — How Should It Feel?

• Are you responding to tenant requests or trying to create an amenity that attracts new tenants? Options: Responding to tenant requests, Proactively adding amenity to attract tenants, Both, Undecided
• Which user groups will be primary drivers of demand: employees, visitors/customers, residents, or fleet vehicles? Options: Employees, Visitors / customers, Residents, Fleet vehicles, Other
• What payment or access model do you prefer: pay-per-use, permit-based, free for tenants, or integrated with parking accounts? Options: Pay-per-use, Permit/subscription for tenants, Free for authorized users, Integrated with parking/permit system, Undecided
• How important are features like reservations, priority stalls, or charging time limits for tenant satisfaction? Options: Essential, Important, Nice-to-have, Not necessary
• What are your biggest concerns about tenant experience (billing disputes, access control, fairness between tenants)?
• Do you have internal communications resources to educate tenants, or would you want the vendor to provide tenant-facing materials? Options: In-house communications team, Property manager handles communications, Require vendor-provided materials, No communications plan yet
• What charger types do you believe suit your site (wall-mounted Level 2, pedestal Level 2, DC fast) and why? Options: Wall-mounted Level 2, Pedestal Level 2, DC fast chargers (50 kW+), Mixed approach, Prefer vendor recommendation

Timeline & Risk — What Could Break This?

• In your experience, what single issue derails most projects like this—utility lead times, permitting, tenant pushback, or something else? Options: Utility transformer/service lead time, Permitting and inspections, Tenant or HOA opposition, Unforeseen site conditions, Budget / approval delays, Other
• Are there immovable deadlines we must hit (rebate expiration, tenant move-in/move-out, lease renewal)? Options: Yes — rebate deadline, Yes — tenant/lease deadline, Yes — construction window, No hard deadlines, Unsure
• How much parking disruption is acceptable during installation? Options: No disruption — after-hours only, Limited phased closures, Partial area closure OK, Full closure acceptable for short duration, Undecided
• Do you have preferred construction hours, noise restrictions, or security protocols we should plan around? Options: Daytime work OK, After-hours preferred, Weekends allowed, Strict noise/curfew rules, No preference
• Tell us about a past capital project that ran into trouble—what happened and how would you avoid it here?
• If we discover a major electrical or site constraint on assessment day, who must be informed immediately?

Smallest Step That Proves a Big Idea

• Would you be open to a small pilot (2–10 chargers) to validate demand before a full rollout? Options: Yes — pilot now, Yes — pilot later, No — must do full rollout, Maybe / need more info
• Which deliverable would move you from discovery to proposal: a site visit & high-level SOW, a preliminary engineering budget, or a full electrical study? Options: Site visit & high-level SOW, Preliminary engineering & budget, Full electrical/load study, Cost-benefit analysis with rebate modeling
• Who should we coordinate with to schedule the site assessment and collect drawings (name, role, contact)?
• Can you share utility account numbers, one-line diagrams, or site drawings to accelerate analysis? (Choose best option) Options: Yes — can share now, Yes — can share after NDA, No — not available, Unsure / we need help locating them
• When is a realistic date for our team to perform an on-site assessment? Options: Within 1 week, 1–2 weeks, 2–4 weeks, 1+ months, Timing TBD
• After our discovery conversation, what would leave you feeling confident and ready to move forward?

• Solution Experience Kickoff
• Customer Site Scenario Walkthrough
• Electrical Design & Capacity Proof
• Operations & Tenant Experience Validation
• Experience Validation & Go/No‑Go

• Align on SLA, monitoring KPIs, and the tenant onboarding and acceptance testing plan.
• Introductions & Objectives
• Compile a list of site constraints and stakeholder approvals needed (structural, parking management, tenant sign-off).
• Create 2–3 tenant journey storyboards (arrival, charging, billing) for operations review.
• Reaffirm Future State & Targets
• Demonstrate electrical feasibility for the selected placement scenario and the ability to meet the future state.
• Select a preferred electrical approach (upgrade vs. LMS vs. phased) with cost and timeline clarity.
• Identify utility coordination needs, permit dependencies, and technical sign‑offs required to proceed.
• Deliver a preliminary single‑line diagram and load calculation supporting the chosen electrical approach.
• Provide NTE cost estimate and schedule range for the preferred electrical path and record decision rationale.
• Initiate utility engagement and capture required application materials and expected lead times.
• List permit types, responsible parties, and estimated approval timelines for the project plan.
• Recap Acceptance Criteria
• Prove the platform and operational model will deliver the agreed future state and success signals.
• Agree on a one‑sentence future state and measurable success signals to prove in the experience.
• Agree on revenue/billing model and responsibilities for billing reconciliation and tenant support.
• Provide an SLA summary and a KPI dashboard template mapped to the customer's success signals.
• Deliver draft tenant onboarding materials and acceptance test scripts for customer review.
• Circulate a sample billing flow and revenue-share calculation for the customer's finance team to confirm.
• Assign operational owners and confirm escalation contacts for maintenance and incident response.
• Executive Summary: Current → Future
• Obtain explicit customer decision to proceed to Solution Scope or identify exactly what remains to be resolved.
• Agree on owners and timelines for any residual risks that must be closed before Scope or Deployment.
• Schedule the Solution Scope meeting with required stakeholders and deliverables.
• Record the go/no‑go decision and circulate a one‑page decision memo linking to all proof artifacts.
• If go: finalize attendee list and prework for Solution Scope; if no‑go: assign owners and target dates to close the gaps.
• Create a concise risk register with owners and mitigation deadlines for the project file.
• Produce a single clear sentence describing the current state, with consensus from stakeholders.
• Surface and quantify the key consequences of doing nothing or a partial solution.
• Confirm necessary prework, data artifacts, and owners to enable the site‑specific experience.
• Document the agreed one‑sentence current state and circulate to all attendees.
• Quantify consequences (cost/tenant risk/operational impact) using available data and share a short memo.
• Capture the agreed future state sentence and the list of success signals/acceptance criteria.
• Collect prework artifacts: annotated site plan, latest utility bills, tenant parking profiles, and deliver to the team.
• Recap Preconditions & Future State
• Validate at least one placement and user-flow scenario that demonstrably supports the defined future state.
• Identify and document site constraints, tenant preferences, and stakeholder approvals required for chosen scenarios.
• Agree on 1–2 preferred placement schemes to be carried into electrical design modeling.
• Produce an updated site plan with the agreed placement scheme(s) annotated.
• One‑sentence Current State
• Review Existing Service & Metering
• Review Annotated Site Plans
• Key Evidence & Proof Points
• Network & Platform Capabilities (Proof Points)
• Tenant & Use-Case Scenarios
• Billing, Revenue-Share & Tenant Billing Experience
• Load Study & Peak Demand Modeling
• Explicit Consequence
• Open Risks & Mitigations
• Placement Options & Tradeoffs
• Upgrade Options & Tradeoffs
• Maintenance, Monitoring & SLAs
• Cost/Timeline Snapshot & ROI Implication
• Define Future State (One Sentence)
• Decision & Next Steps
• Power‑per‑Port & Load‑Management Proof
• Tenant Onboarding & Acceptance Testing Plan
• Success Signals & Acceptance Criteria
• Operational Flows (arrival → charging → billing)
• Risk, Contingencies & Utility Coordination

• Install Level 2 AC Charging Stations
• Install DC Fast Charging Stations
• Install Electrical Transformer and Service Upgrade
• Install Distribution Panels and Circuit Breaker Upgrades
• Trenching and Underground Conduit Installation
• Install Charger Branch Circuit Wiring and Conduits
• Mount Chargers to Concrete Pads and Bollards
• Install Load Management and Power Control System
• Install On-site Metering and Submetering Hardware
• Install Network Gateway and Cellular/Wi‑Fi Connectivity
• Install Payment Kiosk and Access Control Hardware
• Commission Chargers and Perform Site Commissioning
• Deliver Preventive Maintenance and Repair Service
• Install Signage, Pavement Markings, and ADA Stall Markings
• Provide Property Staff Charger Operation Training

Install Level 2 AC Charging Stations

• Desired number of Level 2 (AC) charging ports to install? Options: 1-4, 5-10, 11-25, 26-50, 51+
• Target power per port (kW) for Level 2 chargers? Options: 3.3 kW, 6.6 kW, 7.7 kW, 9.6 kW, Custom — specify in next field
• Intended primary user groups for these Level 2 chargers? Options: Tenants, Employees, Visitors/Customers, Fleet/Managed Vehicles, Other
• Preferred mounting/placement for Level 2 chargers (helps determine civil/electrical work)? Options: Wall-mounted, Pedestal/standalone, Stall head-in (curb), Shared/paired stalls, Undetermined — need site assessment
• Who will be responsible for permitting and parking authority approvals for Level 2 installations? Options: Customer/Property, Seller/Provider, Third-party consultant, Undecided

Install DC Fast Charging Stations

• Number of DC fast charging (DCFC) dispensers or ports required? Options: 1, 2, 3-4, 5+
• Target charging power per DCFC port? Options: 50 kW, 100 kW, 150 kW, 350 kW, Other — specify
• Will DCFC be publicly accessible or limited to site users? Options: Public / retail access, Tenants & employees only, Fleet only, Mixed access
• Does the site currently have three-phase service and sufficient service capacity for DCFC? Options: Yes — sufficient, No — upgrade required, Unknown — requires load study
• Preferred payment and billing model for DCFC (impacts kiosk/integration scope)? Options: Free to users, Pay-per-use (card/app), Subscription / access pass, Revenue-share with property, Undecided

Install Electrical Transformer and Service Upgrade

• Does the site require a utility transformer or service size upgrade to support the chargers? Options: Yes — upgrade required, No — existing capacity sufficient, Unknown — needs load study
• Preferred ownership model for upgraded transformer/service? Options: Utility-owned, Customer-owned, Split/shared ownership, Undecided
• Acceptable timeline for utility service/transformer upgrades? Options: 4-8 weeks, 2-3 months, 3-6 months, 6+ months, Undetermined
• Are there site constraints (pad space, historical/site access) that may affect transformer placement? Options: Yes — known constraints, No, Unknown — requires site visit
• Who will coordinate utility applications, fees, and interconnection agreements? Options: Seller/Provider, Customer/Property, Third-party consultant, Undecided

Install Distribution Panels and Circuit Breaker Upgrades

• Do existing distribution panels have spare circuit slots or space for new breakers? Options: Yes — ample space, Limited spare capacity, No — replacement required, Unknown — need assessment
• Estimated number of new subpanels or breakers anticipated for this deployment? Options: 1-2, 3-5, 6-10, 10+, Undetermined
• Should new panels be installed in the main electrical room or remote enclosures near parking? Options: Main electrical room, Remote outdoor cabinet, Both (feeder + remote), Undecided — engineering to advise
• Are there property or vendor standards for panel brands, breaker types, or labeling? Options: Yes — provide spec, No preference, Undecided
• Who will arrange and be present for final electrical inspections and sign-offs? Options: Local Authority / AHJ, Seller/Provider, Customer/Property, Third-party inspector

Trenching and Underground Conduit Installation

• Will charger feeds require new trenching and underground conduit runs? Options: Yes — significant trenching expected, Yes — minor trenching, No — above-ground routing possible, Unknown — need site survey
• Approximate trench run length from electrical source to parking area? Options: <50 ft, 50-150 ft, 150-300 ft, >300 ft, Unknown
• Are there known underground utilities or obstructions along the proposed run? Options: Yes — known conflicts, No, Unknown — requires locate
• What surface restoration is required after trenching (affects civil scope and cost)? Options: Paving/asphalt repair, Concrete/sidewalk repair, Landscaping restoration, No restoration required, Combination — specify
• Who will secure civil/street-opening permits and coordinate with the municipality? Options: Customer/Property, Seller/Provider, General Contractor, Undecided

Install Charger Branch Circuit Wiring and Conduits

• Do you require dedicated branch-circuit wiring to each charger location or shared circuits via load management? Options: Dedicated circuit per charger, Shared circuit with load management, Undecided — need engineering
• Preferred conduit type and routing for branch runs in your facility? Options: PVC in trench, EMT in garage, Flexible conduit, Surface-mounted raceway, Undetermined — engineering to advise
• Are there existing conduits or raceways near stalls that can be reused? Options: Yes — reusable, No — new runs required, Unknown — need site visit
• Are there cable length or voltage-drop constraints that will affect charger placement? Options: Yes — likely, No, Unknown — requires electrical analysis
• Do you require as-built wiring schematics and labeled circuit directories on completion? Options: Yes — digital & printed, Yes — digital only, No — not required

Mount Chargers to Concrete Pads and Bollards

• Will chargers be wall-mounted, pedestal-mounted on concrete pads, or require bollards for protection? Options: Wall-mounted, Pedestal on concrete pad, Bollard protection required, Combination, Undecided
• Do parking stalls require protective bollards or vehicle-impact barriers? Options: Yes — bollards required, Optional/recommended, No
• Are ADA-compliant stall dimensions and clearances required at these charger locations? Options: Yes — ADA required, Some stalls only, No, Unknown — check code
• Are there scheduling constraints for concrete pours, curing times, or contractor access? Options: No constraints, Yes — limited access windows, Yes — strict restrictions, Unknown
• Who will coordinate site access, traffic control, and contractor staging for mounting works? Options: Customer/Property, Seller/Provider, General Contractor, Undecided

Install Load Management and Power Control System

• Do you require load management or power-sharing to stay within site service limits? Options: Yes — required, No — not required, Prefer assessment to decide
• Should the power control system integrate with the building EMS/BAS or operate standalone? Options: Integrate with EMS/BAS, Standalone system, Both — integration optional, Undecided
• Do you need priority or policy-based charging rules (e.g., tenant priority, fleet priority)? Options: Yes — define policies, No, Unsure — need consultation
• Is integration with utility demand-response or time-of-use controls required? Options: Yes — demand response, No, Maybe — depends on incentives
• Who will be authorized to manage configuration, thresholds, and firmware updates for the power control system? Options: Seller/Provider, Customer/Property, Third-party integrator, Undecided

Install On-site Metering and Submetering Hardware

• Do you require submetering for individual chargers, groups of chargers, or whole-site only? Options: Per-charger metering, Per-group metering, Whole-site metering only, No metering required
• Will meters be used for user billing, tenant cost-allocation, operational reporting, or rebate compliance? Options: Billing to users, Cost recovery to tenants, Operational reporting, Rebate/utility compliance, Multiple of the above
• Does the utility or rebate program require revenue-grade metering or specific meter certification? Options: Yes — revenue-grade required, No, Unknown — need utility confirmation
• Preferred metering communication protocol or integration (affects gateway scope)? Options: Modbus, BACnet, Wi‑Fi/Cellular, Proprietary API, Undecided
• Who will own, maintain, and read metering equipment for billing and reporting purposes? Options: Seller/Provider, Customer/Property, Utility-owned, Third-party meter vendor

Install Network Gateway and Cellular/Wi‑Fi Connectivity

• Do chargers require real-time network connectivity for monitoring, payments, firmware updates, and remote support? Options: Yes — full connectivity required, No — offline acceptable, Partial — some chargers only
• Preferred connectivity method for the site? Options: Built-in cellular, Customer Wi‑Fi, Ethernet (hardwired), Combination / failover, Undecided
• Are there parking areas with poor cellular or Wi‑Fi coverage that need a site RF survey? Options: Yes, No, Unknown — needs RF check
• Should network gateway support OTA updates, remote diagnostics, and analytics forwarding? Options: Yes — all features, Basic monitoring only, No — limited features
• Who will manage SIMs, data plans, and network security policies (VPNs, firewalls)? Options: Seller/Provider, Customer/Property IT, Third-party IT vendor, Undecided

Install Payment Kiosk and Access Control Hardware

• Do you require an on-site payment kiosk or will payments be handled through the charging network/app only? Options: On-site payment kiosk, App/network payments only, Both kiosk and app, Undecided
• Is access control required (permit-only stalls, RFID cards, license-plate recognition)? Options: Yes — permit/RFID, Yes — LPR, No — open access, Mixed access
• Does the kiosk/access system need to integrate with existing parking or property access systems? Options: Yes — integrate, No — standalone, Unknown — need details
• How should revenue from paid charging be allocated? Options: All to property, All to provider, Revenue-share split — specify, Undecided
• Are ADA accessibility features and multilingual interfaces required for the kiosk? Options: Yes — ADA required, Yes — multilingual required, Both ADA and multilingual, No

Commission Chargers and Perform Site Commissioning

• Should commissioning include full functional testing, network verification, and site load testing? Options: Yes — full commissioning, Basic functional & network only, Custom — specify
• Do you require a formal acceptance checklist and sign-off process from property owner or stakeholders? Options: Yes — formal sign-off, No — informal acceptance, Undecided
• Will facility, IT, or security stakeholders be available on-site during commissioning? Options: Yes — available, Limited availability, No — remote only
• Do you require a tenant or pilot user acceptance test period before final acceptance? Options: Yes — pilot period, No, Optional / depends on scope
• Do you require as-built documentation, schematics, commissioning reports, and O&M manuals delivered digitally? Options: Yes — detailed digital & printed, Digital only, Summary only, No

• Statement of Work (SOW)
• Pricing and Payment Schedule
• Rebate & Incentive Allocation
• Revenue Share & Billing Model
• Service Level Agreement (SLA)
• Installation & Construction Agreement
• Permit Responsibilities & Handoff
• Utility Coordination & Electrical Upgrades
• Testing, Commissioning & Acceptance Criteria
• Operations & Maintenance Handoff
• Change Order Procedure
• Insurance, Indemnity & Liability
• Data Processing & Privacy Agreement (DPA)
• Termination & Decommissioning Terms
• Final Acceptance & Closeout Checklist

• Acceptance & Success-Signal Review
• Operational Monitoring & SLA Review (Recurring Monthly)
• Tenant Onboarding & User Experience Workshop
• Support & Continuous Improvement Retrospective
• Quarterly Executive Business Review (QBR)

• Support to produce RCA for top three incident types and proposed remedies
• Finance to deliver a reconciled revenue-share statement for the reporting period
• Engineering to schedule and communicate planned firmware update window
• Ops to adjust monitoring thresholds based on agreed peak-event definitions
• Attendee Roles & Communication Paths
• Ensure tenant admins can complete registration and demonstrate a successful charging session.
• Agree on tenant-facing policies, signage, and enforcement responsibility.
• Confirm support SLAs and tenant communication plan for launch.
• Ops to produce tenant welcome kit (step-by-step registration, FAQ, contact info)
• Property to approve signage locations and provide any branding rules
• Support to create a tenant-specific escalation list and onboarding schedule
• Marketing to prepare tenant launch emails and pilot incentives
• Review Incident & Ticket Trends
• Identify high-impact reliability fixes and assign owners to reduce repeat incidents.
• Ensure maintenance readiness with appropriate spare parts and contractor SLAs.
• Produce a prioritized three-month improvement roadmap with owners and dates.
• Introductions & Objectives
• Procurement to reorder critical spare parts to restore minimum inventory levels
• Product to plan and schedule a firmware release validation in staging
• Ops to publish the three-month improvement roadmap and assign owners
• Program Performance Summary
• Validate that the program is delivering expected business value and decide on continuing, expanding, or modifying scope.
• Approve any required capital allocation or contract amendments for the next quarter.
• Ensure leadership alignment on strategic priorities and next major milestones.
• Finance to produce a detailed variance report comparing actuals to forecast
• Leadership to approve or decline proposed expansion scope and funding
• Operations to provide a project plan and timeline for any approved expansion
• Customer success to schedule a stakeholder alignment session to communicate executive decisions
• Validate that all documented success signals are either met or have an agreed remediation plan.
• Secure formal acceptance or conditional acceptance with clear remediation owners and dates.
• Establish the initial operational monitoring cadence and primary support contacts.
• Owner to close identified punch-list items and report status before next checkpoint
• Operations team to publish initial uptime/usage baseline dashboard access for the owner
• Schedule first 30-day monitoring review meeting
• Opening & Previous Action Review
• Confirm SLA compliance or document deviation and corrective plan.
• Identify capacity constraints or utilization trends that require operational or design changes.
• Resolve billing or revenue discrepancies and confirm payment/reconciliation steps.
• Operations to investigate recurring incident category and propose permanent fix
• Review of Contractual Success Signals
• User Registration & Access Flow
• Uptime & Incident Summary
• Financial Review & Revenue Share
• Maintenance & Spare Parts Readiness
• Software/Firmware Update Strategy
• Usage Patterns & Capacity Observations
• ROI vs Business Case Review
• Commissioning & Test Results
• Live App/Portal Demonstration (Hands-On)
• Regulatory & Utility Incentive Updates
• Uptime Baseline & Initial KPIs
• User Feedback & Adoption Barriers
• Billing & Revenue Reconciliation
• Signage, Allocation & Parking Policy Integration
• Punch List Review & Remediation Plan
• Alerts, Thresholds & Monitoring Tuning
• Expansion Options & Capacity Roadmap
• Improvement Backlog Prioritization
• Support Workflow & Tenant-Facing SLA
• Formal Acceptance & Handover Criteria