Complete the Kickoff Stage

Use Playbook stage Kickoff to align expectations, people and scope, timing, and Mission Prep before Code Format Design.

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

Select a company first. Stage mechanics (Back / Next, Required items, exports) are in Run the Implementation Playbook. Process context: Stage 2: Kickoff.

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Steps in this stage

Step	Title	What you do
1	What kickoff should do for you	Read the kickoff orientation; Next marks it reviewed
2	People and scope	Confirm who must be involved and how scope is framed; Next marks reviewed
3	Timing and dependencies	Review planning points, timeline scenarios, and timing risks; Next marks reviewed
4	Mission Prep checklist	Assign owners, statuses, due dates, and notes; finish with Complete kickoff

Footer hint: incomplete steps say Next will mark this step as reviewed. On the last incomplete step the button becomes Complete kickoff.

Use the right Required items list to jump to incomplete Kickoff flow steps.

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Steps 1–3: Align, then advance

These steps are guidance in the workspace (expectations, roles, scope framing, planning points, common timing risks). There is no separate Save on these panels.

1. Open each step and review the content with the project team.
2. On Timing and dependencies, use the timeline comparison card against the company’s Stage 1 start date (scenario paces such as 1 / 3 / 6 / 9 months, plus Your target). Chart labels can include Balance Loads and Readiness.
3. Click Next when the team has reviewed that step.

Do not treat Next as optional skip-without-review if you need a clean Kickoff exit; progress is tied to marking steps complete.

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Step 4: Mission Prep checklist

This is the working checklist for preparation before later stages. Summary tiles show Total, Required, Ready, and Blocked.

Items are grouped:

• People and sponsorship
• Financial foundation
• Data readiness
• Decision coverage
• Custom items

Seeded Mission Prep items include:

• Name your project owner and executive sponsor.
• Identify who will lead chart of accounts and general ledger preparation.
• Start gathering current-state references and supporting source material.
• Identify who will prepare the next round of foundational business data.
• Confirm who will review design decisions and sign off between sessions.

For each item:

1. Set Status - Not started, In progress, Ready, or Blocked.
2. Set Owner (or leave Unassigned). Suggested owner text may appear under the field.
3. Set Due date.
4. Add Notes (saved on blur).

Add a custom item

1. Click Add item / Add Mission Prep item.
2. In Add Mission Prep item, enter Item title, choose Group, optional Description.
3. Click Add item.
4. Custom rows can be deleted with the trash control on that row.

Mission Prep lives in the Playbook (not a Company Tracker panel). Mission Prep readiness alone does not set current-state-ready flags used elsewhere.

When the checklist work is in good shape and the final step is still pending review, click Complete kickoff.

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After Kickoff

The Playbook advances toward Code Format Design (?phase=code_format_design). Continue with Complete the Code Format Design stage. For team-wide format approval outside the Playbook, see Design and approve code formats.