Skip to main content
Share / Export

Complete the Cutover Readiness Stage

Use Playbook stage Cutover Readiness to lock company-copy scope, launch-week workstreams, the team launch vote, and final review exports before Go-Live.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Cutover Readiness
Route: /missioncontrol/implementations/playbook?phase=cutover_readiness

Select a company first. Stage mechanics (Back / Next, Required items, exports) are in Run the Implementation Playbook. Process context: Stage 8: Cutover Readiness (process docs; slug lands with the Implementation Playbook refresh).

Steps in this stage​

StepTitleWhat you do
1Cutover readiness missionAlign launch-week mission framing; Next marks reviewed
2Company copy selectionFrom / To copy, schedule, owner, method; Export for TAD when needed
3Lock the cutover planSet workstream dates/owners; Add workstream as needed
4Team launch voteVote Greenlight, Conditional Go, Hold, or Pending; confidence out of 10
5Final reviewReview cutover map + vote summary; Complete cutover readiness

Plan edits save in the background. Footer hints when saves are still flushing or workstream labels are missing.

The right Required items list shows these flow step titles.

Step 1: Cutover readiness mission​

  1. Review the cutover readiness mission framing with leadership and the project team.
  2. Click Next.

Step 2: Company copy selection​

  1. Set From / To company copy.
  2. Capture schedule and owner for the copy.
  3. Choose method: TAD, Trimble, or TUDS.
  4. Use Export for TAD when the method or handoff needs that packet.
  5. Click Next when selections are saved.

Step 3: Lock the cutover plan​

  1. Define workstream cutover dates and owners on the launch-week map.
  2. Default workstreams include: New Hires, New Jobs/Contracts, Timecard Entry, Pay Period, Purchase Orders, Subcontracts, AP Invoices, AP Check Run, Contract Billings, Cash Receipts, Service Work Orders.
  3. Use Add workstream for additional streams (dialog Add workstream).
  4. Ensure every workstream has a label before saves succeed.
  5. Click Next when the plan is ready for the vote.

Step 4: Team launch vote​

  1. Open Team launch vote.
  2. Each eligible member submits their vote:
    • Greenlight: ready on schedule
    • Conditional Go: ready with explicit watch items
    • Hold: not ready; blocker remains
    • Pending: vote not yet cast
  3. Set confidence scored out of 10 (n/10) and add comments for conditions or blockers where needed.
  4. Click Next when the vote checkpoint for this pass is recorded.

The launch vote does not gate stage completion. You can finish Cutover Readiness regardless of vote outcome. Capture the vote for visibility; do not treat it as a hard blocker on Complete cutover readiness.

This stage does not use a Company Tracker sync panel.

Step 5: Final review​

  1. Review the cutover map and vote summary (and any stage exports offered in the review).
  2. Click Complete cutover readiness.

On success, the Playbook advances to Go-Live (?phase=beginning_balance_load_go_live). Continue with Complete the Go-Live stage.