Getting Oriented — a quick snapshot

• Who are you in the radiology ecosystem today (title and primary responsibility)? Options: Radiology Department Chair, Imaging Informatics Director, Imaging IT Manager/Director, CIO/VP of IT, PACS Administrator, RIS Administrator, Other (please specify)
• What best describes your organization? Options: Academic medical center, Community hospital system, Independent imaging center, Multi-hospital health system, Outpatient clinic network, Teleradiology provider, Other
• How many imaging studies do you handle per month (approximate total across sites)? Options: <10k, 10k–50k, 50k–150k, 150k–500k, >500k
• Quick win: describe in two sentences the single biggest pain point you’d most like resolved about your imaging infrastructure.
• Who else on your team should be part of this conversation (names and roles), and what will they care about most?

Are you trading time for risk? — when downtime or slow reads cost more than frustration

• How often does poor PACS/viewer performance or unplanned downtime materially disrupt clinical care or reporting workflows? Options: Multiple times per week, Weekly, Monthly, Quarterly, Rarely/Never
• Can you give a recent example of an outage or severe performance event: what happened, how long it lasted, and the practical consequences?
• When performance problems occur, who feels the pressure most and what are the downstream clinical or operational impacts you worry about? Options: Radiologists delay reads, ED throughput suffers, Referrer dissatisfaction, Billing/reporting delays, Regulatory/compliance risk, Other
• How do these incidents make your team feel—frustrated, burned out, resigned, or mobilized to change? Please describe.
• What temporary workarounds do you rely on during outages (e.g., local caches, paper processes, secondary viewers, teleradiology agreements)? Options: Local workstation caches, Secondary cloud viewer, Manual paper-based processes, Delayed reporting, Teleradiology support, Other

Where is the current PACS actually holding you back?

• If your PACS could only improve one area immediately, which would create the biggest operational relief: viewer speed, subspecialty routing, archive access, or integration with EHR/ordering? Options: Viewer speed/performance, Subspecialty routing/worklist, Archive retrieval and tiering, EHR and reporting integration, Security/compliance, Other
• How would you quantify the problem today—average viewer load times, percent of studies needing reloading, backlog hours, or days until archived studies are retrievable?
• Which imaging modalities and vendors create the most headaches within your environment (e.g., ultrasound, MRI, legacy CT exports, modality-specific DICOM oddities)? Options: CT, MRI, X‑ray/DR, Ultrasound, Nuclear medicine/PET, Mammography, Mixed vendor legacy gear, Other
• Where do you see friction between radiology and other departments (ED, OR, cardiology, referring clinics) tied to your current imaging systems?
• Which of these do you worry about most as volumes grow: storage costs, archive complexity, vendor lock‑in, or migration risk? Options: Storage costs, Archive complexity, Vendor lock‑in, Migration risk, All of the above, Other

Who really decides—and who gets held accountable?

• Thinking beyond procurement, who are the formal and informal decision makers for imaging platform selection, and what does each care about most?
• How does success get measured for the team that will own the new system—what KPIs or outcomes will you be judged on? Options: Viewer latency/response time, System uptime, Time-to-report, Cost per study, Referrer satisfaction, Regulatory compliance, Other
• What is your typical decision timeline for enterprise imaging technology—months, quarters, board cycles? Are there hard deadlines driving this project? Options: Immediate (0–3 months), Short (3–6 months), Medium (6–12 months), Long (>12 months)
• Who controls the budget for a platform replacement or major migration and what procurement hurdles have tripped you up in the past?
• What political or change management risks keep you up at night when contemplating replacing or migrating PACS/RIS/Archive?

What would ‘safe, fast, and seamless’ actually feel like here?

• If a new imaging platform delivered on everything you hoped for, what three outcomes would tell you it was worth the effort?
• Which measurable targets matter most: viewer load under X seconds, 99.9% uptime, migration completion in Y months, or X% cost reduction in storage? Options: Viewer load times, Uptime/SLA, Migration timeline, Storage cost reduction, Reading throughput, Referrer satisfaction
• Who needs to be celebrating internally after go‑live for this to be a clear success—radiologists, IT, finance, clinical leadership, or others? Options: Radiologists, Imaging IT/Informaticists, CIO/IT Ops, Finance, Referring clinicians, Hospital leadership, Other
• How would patient experience or clinical outcomes change in a best‑case scenario? Give concrete examples if possible.
• Which of these would make you comfortable signing a mutual commit: a time‑boxed pilot with objective gates, contractual SLAs, phased migration, or financial protections? Options: Pilot with gates, Contractual SLAs, Phased migration plan, Financial/penalty clauses, Dedicated migration team, Other

Migration nightmares vs. a realistic plan — how messy is your archive?

• How large and complex is your archive today (approximate number of studies, volume in TB, number of vendor archives/silos)? Options: <100k studies / <10TB, 100k–1M / 10–100TB, 1M–5M / 100–500TB, 5M–20M / 500–2000TB, >20M / >2PB
• Do you have multiple legacy PACS/archives that must interoperate or be consolidated? If yes, how many distinct archive groups or vendor silos? Options: Single archive, 2–3 silos, 4–6 silos, 7+ silos, Unsure
• Which constraints make migration tricky for you: retention policies, proprietary formats, bandwidth limits, vendor contracts, or clinical scheduling? Options: Retention requirements, Proprietary vendor formats, Limited network bandwidth, Active vendor contract terms, Need for zero-downtime, Clinical scheduling constraints
• Have you attempted any migrations before? Tell us what went well, what failed, and how long the biggest data carryover took.
• Which migration approach do you prefer or are most open to: bulk cold transfer, staged/rolling cutover, live proxying, or hybrid? Options: Bulk cold transfer, Staged/rolling cutover, Live proxy/redirect, Hybrid approach, Undecided / want recommendation

Integration and workflow — will clinicians actually love it?

• Which EHR(s) and primary reporting systems must integrate tightly with the imaging platform (please list versions if known)? Options: Epic, Cerner/Oracle, Meditech, Allscripts, Custom/EHR integration, Other
• How critical is single sign‑on, context linking from the EHR, and teo‑click image launch for your referring clinicians? Options: Mission critical, Important, Nice to have, Not necessary
• Describe your reading workflows today—are radiologists organized by generalists, subspecialty, distributed teleradiology, or mixed? How should routing change? Options: Generalist pool, Subspecialty queues, Distributed teleradiology, Mixed model, Other
• What integrations beyond the EHR matter: RIS scheduling, voice recognition/reporting, analytics, third‑party viewers, or vendor‑neutral archive (VNA)? Options: RIS, Voice recognition/reporting, Analytics/BI, Third‑party viewing portals, VNA, Other
• What training, adoption, or governance support will your clinicians need for a smooth transition (super‑user program, on‑site trainers, phased onboarding)? Options: Super‑users/champions, On‑site training, Remote/web training, Phased onboarding, SOP/process redesign, Other

Risk, SLAs, and what helps you sleep at night

• If we asked you for a realistic SLA that would make leadership comfortable, what targets would you state for uptime, viewer responsiveness, and recovery time (RTO/RPO)?
• How important are financial or contractual remedies for missed commitments (credits, termination rights, remediation plans)? Options: Very important, Somewhat important, Nice to have, Not important
• What internal escalation and governance structure will you use during the project and after go‑live?
• Which security/compliance standards must be demonstrated: HIPAA, HITRUST, ISO, local data residency requirements, or others? Options: HIPAA, HITRUST, ISO 27001, Local/regional data residency, Other
• What ongoing operational model do you prefer for support: fully managed, co‑managed, vendor support with internal ops, or third‑party MSP? Options: Fully managed by vendor, Co‑managed, Vendor support with internal ops, Third‑party MSP, Other

Pilot, phased rollout, or full switch — how would you like to proceed?

• If you could choose, would you validate with a time‑boxed pilot, a phased departmental rollout, or a single cutover across sites? Options: Time‑boxed pilot, Phased departmental rollout, Single cutover, Hybrid approach, Unsure / need recommendation
• What would be meaningful, objective gates for a pilot to prove you can scale (e.g., X studies/day, <Y sec viewer load, zero data loss during cutover)?
• Who must sign off on pilot success and final go/no‑go decisions (roles, not names)?
• Realistically, what is your preferred project start window and any immovable dates (e.g., contract expiry, fiscal planning, construction/IT refresh)? Options: Immediate (0–3 months), 3–6 months, 6–12 months, After 12 months, Tied to specific contract/expiry
• What would success look like at 30, 90, and 180 days after go‑live—list one concrete metric or sign for each timeframe.

Final reflection — what else haven’t we asked that matters?

• What hidden constraints, political dynamics, or legacy vendor clauses should we be aware of before proposing a scope and migration plan?
• If you could pick one thing for a vendor to absolutely do during the first 90 days to prove they’re trustworthy, what would it be?
• Which stakeholders would you like us to engage next (please provide role and preferred method—email, meeting, or workshop)? Options: Email introduction, Short discovery meeting, On-site workshop, Technical deep-dive session, Other
• Are there any documents, architecture diagrams, contract excerpts, or logs you can share that would speed up our assessment? If so, please list.
• Finally—on a scale of 1–10, how ready does your organization feel to pursue a platform replacement or major migration right now? Options: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10

• Solution Experience Kickoff — Current State, Consequence & Future State
• Viewer Performance Experience — Diagnosis, Proof & Validation
• Workflow & Subspecialty Routing Experience — Real Scenarios
• EHR Integration & Contextual Access Experience
• Secure Migration Experience — Dry Run & Acceptance Gates

• Agree on interface list, test endpoints, and an integration test schedule.
• Seller: If targets missed, schedule remediation test and list configuration changes to be applied.
• One‑sentence routing problem recap
• Validate that routing rules produce the expected assignment and escalation behavior in real clinical scenarios.
• Confirm throughput and failover behavior meets the operational needs for peak volume and staff absences.
• Agree the rule-set and pilot configuration for a runway test in production or a sandbox.
• Customer: Share canonical routing rules, on-call schedules, and escalation definitions for pilot configuration.
• Seller: Build the routing rule-set in a sandbox and provide a walkthrough document showing expected assignments and audit trails.
• Both: Schedule a short pilot window to run live routing with defined success metrics and owner for each metric.
• Confirm EHR use-cases to validate
• Show that clinicians can access the correct studies/reports from the EHR with preserved context and acceptable latency.
• Validate report/order flows and identify any data mapping gaps that must be resolved.
• Introductions & Meeting Objectives
• Customer: Provide EHR test endpoints, sample ADT/ORM/ORU messages, and expected field mappings.
• Seller: Deliver an integration checklist and a timeline for connectivity tests including necessary test accounts.
• Both: Schedule a dedicated EHR integration test window and assign an integration owner from each side.
• Recap Archive Constraints & Migration Goals
• Prove the migration method preserves study integrity and metadata for the sample set.
• Agree on explicit acceptance gates, rollback conditions, and owner responsibilities for the production migration.
• Define the pilot migration scope and schedule to validate at scale.
• Customer: Provide archive inventory and confirm sample set selected for dry-run.
• Seller: Run full verification report (checksums, UID mapping, access tests) and deliver findings within 48 hours.
• Both: Sign the migration pilot statement of scope, acceptance criteria, and designate migration owners.
• Achieve signed agreement on a single-sentence current-state describing the pain to be solved.
• Quantify the business/clinical consequence so scenarios target urgency, not curiosity.
• Define a measurable future-state outcome for each scenario that will be proven and validated.
• Agree the scenario list, required customer artifacts, and schedule for the experience sessions.
• Customer: Provide one-sentence current-state, top 3 consequence metrics, anonymized sample cases, worklists, and network baseline within 3 business days.
• Seller: Prepare scenario plan and test checklist mapped to each agreed acceptance metric.
• Both: Confirm secure data exchange method and sign any required NDAs for sample transfer.
• Recap Agreed Current/Future State & Metrics
• Produce measured viewer performance data using the customer's sample cases under agreed network conditions.
• Customer explicitly validates that the measured performance will materially reduce the stated consequence.
• Identify any configuration or environment changes required to meet acceptance targets.
• Seller: Deliver a performance test report with timestamps, configurations used, and recommendations within 48 hours.
• Customer: Confirm if reported performance meets internal SLA targets or provide revised acceptance thresholds.
• One‑Sentence Current State (Diagnosis)
• Migration Approach & Risk Controls
• Live Scenario — Context Launch from EHR
• Scenario 1 — Urgent Stroke CT Routing
• Environment Setup & Baseline Capture
• Scenario 2 — Subspecialty Read & Peer‑Review
• Live Scenario — Report & Order Flow
• Live Dry Run — Migrate Sample Studies
• Baseline vs Platform Tests (Live)
• Quantify Consequences
• Rollback, Verification & Acceptance Gates
• Define One‑Sentence Future State (Outcome)
• Throughput & Failover Test
• Show Proof Mechanisms — Streaming, Prefetch & Caching
• Security, Audit & Identity Mapping
• Select & Prioritize Scenarios to Validate
• Tie Results to Consequence
• Map Back to Consequence & Validate
• Agree Migration SLA, Owners & Pilot Scope
• Validation & Interface Scope Agreement
• Force Validation
• Pre‑work & Data Exchange Checklist

• Modality DICOM Connectivity
• DICOM Routing and Study Distribution
• Vendor-Neutral Archive Provisioning
• Legacy PACS Bulk Study Migration
• Enterprise Zero-Footprint Viewer Deployment
• Worklist Engine and Reading Pools
• Structured Reporting and Voice Integration
• EHR Integration (HL7/FHIR) for Results
• High-Availability and Failover Setup
• Lifecycle Management and Tiered Storage
• Audit Logging and Audit Trail Enablement
• Disaster Recovery Replication and Restore
• Role-Based Access Control Provisioning
• Peer Review and Quality Tracking Module

Modality DICOM Connectivity

• How many unique modalities and modality types (CT, MR, XR, US, NM, etc.) need DICOM connectivity? Options: 1-10, 11-25, 26-50, 51-100, 100+
• Which modality vendors and models require configuration (list vendor/model pairs or upload list)?
• Are modalities on the same network segment as the PACS or behind separate VLANs/firewalls? Options: Same VLAN, Separate VLANs, Across multiple sites/VPN, Cloud-based modality gateway required
• Do you require DICOM TLS or certificate-based authentication for modalities? Options: Yes, TLS required, Optional, No
• Will modalities send via Push (C-STORE) only or do you also need modality query/retrieve and modality worklist (MWL)? Options: Push (C-STORE) only, MWL required, Query/Retrieve required, Combination
• Are there bandwidth constraints or expected peak studies/hour per modality that should influence connectivity planning? Please provide numbers if known.

DICOM Routing and Study Distribution

• Do you require per-modality or per-study routing rules (e.g., by modality type, accession, body part, or DICOM tag)? Options: Per-modality rules, Per-study/attribute rules, Both, Not sure
• List target destinations for routed studies (e.g., local PACS, external reading centers, vendor archive, cloud endpoints).
• Should routing include transformations (anonymization, tag normalization, SOP Class conversion)? Options: Yes - anonymization, Yes - tag normalization, Yes - SOP conversion, No transformations
• Do you need conditional routing (e.g., route to subspecialty reader for certain body parts or accession numbers)? Options: Yes, No, Unsure - need consulting
• Are duplicate copies to multiple endpoints required for redundancy or DR purposes? Options: Yes - duplicates required, No - single destination, Only for select modalities
• What SLAs or performance expectations exist for distribution (e.g., <30s delivery, <2 min for large CT/MR)?

Vendor-Neutral Archive Provisioning

• What is the current and projected archive size (TB) and study count to be supported initially and at 3 years?
• What retention policies are required (e.g., clinical retention 7 years, oncology 20 years, pediatrics lifetime)? Options: 1-3 years, 4-7 years, 8-15 years, Custom/varies by cohort
• Are de-duplication, compression, or multi-instance storage requirements desired for storage optimization? Options: De-duplication, Lossless compression, Multi-instance / pointer-based storage, No optimization required
• Do you require encryption at rest and key management (managed keys vs customer-managed keys)? Options: Encryption at rest required, Customer-managed keys (BYOK), Encryption not required
• Do you need archive indexing/search SLA targets (e.g., retrieve study in <30s for recent studies, <2 min for deep archive)? Options: Yes - specific SLA, No specific SLA, Unsure
• Is replication across sites or geographic regions required for compliance or resiliency? Options: Local only, Cross-site replication, Cross-region replication, Cloud replication

Legacy PACS Bulk Study Migration

• Approximately how many studies and total TB need to be migrated from legacy PACS? Options: <100k studies, 100k-500k, 500k-1M, 1M+
• Do you require full-fidelity migration (images + all tags + reports) or a subset (images only, images + key tags)? Options: Full-fidelity (images + tags + reports), Images + minimal tags, Images only, Other / custom
• What migration approach do you prefer or require: bulk offline export/import, streaming migration with cutover, or staged/rolling migration? Options: Bulk offline, Streaming with cutover, Staged rolling migration, Undecided - need recommendation
• Will migrations be performed during a maintenance window with read-only mode or must reads continue during migration? Options: Maintenance window - read-only, Live migration - reads continue, Combination by site
• What verification and acceptance criteria should be used to validate migrated studies (sample checks, checksum, count reconciliation)?
• Are there contractual or regulatory requirements for data retention or chain-of-custody during migration? Options: Yes - specify, No, Unsure

Enterprise Zero-Footprint Viewer Deployment

• How many concurrent users (typical and peak) need access to the zero-footprint viewer? Options: <50, 50-200, 200-500, 500+
• Which user types need diagnostic-grade access vs clinical review (radiologists, referring MDs, technologists)? Options: Radiologists - diagnostic, Referring MDs - clinical review, Technologists, Teleradiology partners
• Is EHR-context launch or single sign-on integration required for the viewer (e.g., CCOW, SMART on FHIR, SSO)? Options: EHR context launch required, SSO required, Both, No
• What performance acceptance criteria are required (e.g., first image <2s on WAN, full study load <8s for 50-series CT)?
• Which browsers, devices (desktop/tablet), and network conditions must be supported? Options: Chrome, Edge, Safari, Firefox, Tablets/Mobile
• Do you require integrations with measurement/calculation toolsets, hanging protocols, priors comparison, or advanced 3D tools? Options: Hanging protocols, Priors comparison, 3D/advanced tools, Measurement tools only, None

Worklist Engine and Reading Pools

• How many reading pools or subspecialty groups do you plan to create (e.g., neuro, MSK, body, emergency)? Options: 1-3, 4-6, 7-10, 10+
• Do you require rules-based routing into reading pools (by modality, accession, ICD code, or priority)? Options: Yes - by modality/body part, Yes - by priority/acuity, No - manual routing, Combination
• What SLA targets exist for study turnaround time or time-to-first-report by pool?
• Do you need shift-based scheduling, vacation overrides, and automatic redistribution for unread volumes? Options: Yes - all features, Basic scheduling only, No
• Should the worklist integrate with voice recognition/RIS statuses and support progress/state transitions (e.g., preliminary, final)? Options: Yes - full integration, Partial integration, No
• Are there rules for prioritization (e.g., STAT, inpatient, ED) that must be encoded in the engine? Options: Yes - multiple priority levels, Only STAT vs routine, No

Structured Reporting and Voice Integration

• Do you currently use a speech recognition vendor (Nuance, M*Modal, etc.) or need a recommendation? Options: Nuance/DX, M*Modal, Other, None/Need recommendation
• Do you require structured templates (CLINRAD, RSNA, custom) and discrete data capture for specific exam types? Options: RSNA/standard templates, Custom templates, Both, No templates required
• Should reporting integration include post-processing (structured results into EHR) via HL7 ORU or FHIR DiagnosticReport? Options: HL7 ORU, FHIR DiagnosticReport, Both, No EHR push required
• Are voice macros, auto-text, or AI-assisted draft generation needed as part of the workflow? Options: Voice macros, Auto-text, AI-assisted drafts, None
• What acceptance criteria should be used for report transmission and finalization (e.g., <30s from sign-off to EHR visibility)?
• Do you require audit and QA workflows for report edits, peer review flags, or discrepancy tracking? Options: Yes - QA workflows needed, No

EHR Integration (HL7/FHIR) for Results

• Which EHR(s) must be integrated (vendor and version)?
• Do you prefer push (results pushed to EHR) or pull (EHR launches viewer with context) integration patterns, or both? Options: Push results to EHR, Context launch / pull, Both, Undecided
• How should patient matching be handled (exact MRN, probabilistic matching, use of enterprise MPI)? Options: Exact MRN, MPI/probabilistic, Hybrid, Undecided
• Are there specific FHIR resources or HL7 messages required (e.g., DiagnosticReport, ImagingStudy, ORU^R01)? Options: DiagnosticReport (FHIR), ImagingStudy (FHIR), HL7 ORU^R01, Other/Custom
• What acceptance criteria or SLAs should be used for EHR visibility (e.g., results within 1 minute of sign-off)?

High-Availability and Failover Setup

• What are your RTO (recovery time objective) and RPO (recovery point objective) targets for imaging services? Options: RTO <15 minutes, RTO <1 hour, RTO <4 hours, Custom
• Do you require active-active, active-passive, or warm-standby architecture for core imaging services? Options: Active-active, Active-passive, Warm-standby, Unsure - need recommendation
• Which components must be HA (viewer, archive, routing, RIS interfaces)? Options: Viewer, Archive, Routing, RIS/EHR interfaces, All components
• What maintenance windows and acceptable outage windows exist for failover testing? Options: Weekday business hours allowed, After-hours only, Weekend windows, No downtime allowed
• Do you require automated failover testing and periodic DR exercises included in scope? Options: Yes - automated & periodic, Manual testing only, No testing required
• Are there monitoring/alerting integrations required (SNMP, Prometheus, PagerDuty, ServiceNow)? Options: SNMP, Prometheus, PagerDuty, ServiceNow, Other

Lifecycle Management and Tiered Storage

• What automated lifecycle policies do you require (move-to-cold after X days, archive-only after Y years)?
• Which storage tiers will you use or prefer (SSD/hot, HDD/warm, cloud-cold, tape)? Options: SSD/hot, HDD/warm, Cloud-cold, Tape
• Are cost-per-GB constraints or budget limits that should guide tiering decisions? Options: Yes - strict limit, Flexible, No constraint
• Do you need automated lifecycle actions based on access patterns (auto-move/prioritized retrieval)? Options: Yes, No, Partial
• What retention deletion and legal hold workflows are required (e.g., legal hold cancel deletion for X studies)? Options: Legal hold support required, Standard retention only, Custom retention rules
• Should lifecycle decisions be auditable and reportable for compliance reviews? Options: Yes, No

Audit Logging and Audit Trail Enablement

• What events must be logged (view/access, export, delete, modify, authentication, configuration changes)? Options: View/access, Export, Delete, Modify, Authentication, Config changes

• Non-Disclosure Agreement (NDA)
• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Service Level Agreement (SLA)
• Commercial Terms & Pricing Schedule
• Migration & Cutover Plan
• Acceptance Criteria & Go/No-Go Gates
• Governance & Steering Committee Charter
• Change Order & Scope Management
• Data Protection & Security Addendum (DPA)
• Integration & Interface Acceptance
• Support, Warranty & Maintenance
• Training & Knowledge Transfer Agreement
• Escrow & Intellectual Property Protection
• Termination, Exit & Archive Handover

• Acceptance Criteria Validation Workshop
• Performance & SLA Review
• Lessons Learned & Continuous Improvement Retrospective
• Issue Triage & Enhancement Roadmap Sync
• Operational Handover: Support, Governance & Escalation Paths

• Align on release windows, expected impact, and communication plans.
• Document SLA outcomes and any agreed credits or contractual modifications.
• Project Timeline Recap
• Produce a documented lessons learned report mapping problems to root causes and preventive actions.
• Create a prioritized improvement backlog with owners and acceptance criteria.
• Establish a recurring cadence for retrospective follow-ups and process improvement tracking.
• Publish the lessons learned report and improvement backlog to the shared channel.
• Assign owners and target dates for top 5 improvement items and add to project tracker.
• Schedule the next retrospective/check-in meeting and invite cross-functional stakeholders.
• Open Issues Review
• Produce a prioritized and actionable issue/enhancement backlog visible to both customer and provider.
• Agree explicit acceptance criteria for top-priority enhancements to avoid scope ambiguity.
• Introductions & Objectives
• Create prioritized roadmap entries with detailed acceptance criteria and assigned PM/owner.
• Move agreed remediation items into the schedule with target release versions.
• Publish release and communication plan to the shared channel and notify affected user groups.
• Support Model Overview
• Complete handover of operational responsibilities with clear support contacts and SLAs.
• Establish a governance cadence and escalation matrix that both parties accept.
• Ensure operations team has access to runbooks and knows how to promote issues into the improvement backlog.
• Publish the finalized support contact list, escalation matrix, and governance calendar to the shared channel.
• Grant access to runbooks and confirm knowledge-transfer completion for primary support staff.
• Schedule the first operational governance meeting and include the improvement backlog review.
• Demonstrably validate each acceptance criterion with mapped evidence or live test results.
• Secure formal sign-off or documented remediation plan with owners and dates.
• Ensure all stakeholders share a single, unambiguous status for go/no‑go decisions.
• Publish acceptance validation report with artifacts and live test logs to the shared channel.
• Create remediation tickets for any unmet criteria with owners, completion dates, and verification steps.
• Schedule follow-up validation session for remediated items within agreed SLA timeframe.
• Monitoring Dashboard Walkthrough
• Verify whether performance targets and SLAs were met during the acceptance period.
• Agree on corrective actions and owners for any performance shortfalls.
• Confirm monitoring ownership, alert thresholds, and escalation paths to prevent recurrence.
• Adjust monitoring thresholds and create/assign alerts to agreed owners.
• Open remediation/change requests for capacity or performance fixes with target dates.
• Recap Acceptance Criteria
• Enhancement Requests & Prioritization
• What Went Well
• SLA Compliance Assessment
• Escalation Matrix & SLA Response Steps
• Governance Cadence & Stakeholder Meetings
• What Didn't Go Well
• Define Acceptance Criteria for Enhancements
• Incident & Performance Root Causes
• Evidence Presentation
• Live Validation Scenarios
• Release Cadence & Deployment Windows
• Capacity and Scalability Validation
• Knowledge Base, Runbooks & Access
• Root Cause Analysis
• Prioritized Improvement Backlog
• Feedback Loop & Continuous Improvement Mechanism
• Gap Review & Remediation Plan
• Remediation, SLA Credits & Monitoring Ownership
• Communication & User Impact Plan
• Sign-off Decision & Next Steps
• Recognition & Next Steps