Run the Implementation Playbook

Use Implementation Playbook to walk one company through the W.A.T. stages. This guide covers company selection, stage navigation, step controls, and exports, not the work inside each stage.

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

For what to do inside a stage, use the stage guides linked from W.A.T. Implementations Workflow. For milestones and actions outside the Playbook, use Manage companies, milestones, and actions. Process context for each stage lives under Implementation Playbook.

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Layout

Area	What it is
Left Companies	Company list, create (+), and Open Implementation Playbook package
Soft stage strip	All 10 stages with progress rings; click a stage to open it (?phase=<phase_key>)
Center workspace	Active stage steps and content
Right Required items	Flow step titles for the active stage; Export stage PDF when the stage is exportable

Stages need a selected company (except the first-run Onboarding welcome). Selecting a non-Onboarding stage without a company shows Select a company first.

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First run (no company yet)

If Onboarding is not finished and no company is selected, you see Welcome to the Implementation Playbook.

Welcome orients with five high-level categories that reference stage ranges:

1. Onboarding (Stage 1)
2. Kickoff (Stage 2)
3. Configuration (Stages 3–5)
4. Training and validation (Stage 6)
5. Go-live and stabilization (Stages 7–10)

The stage strip still shows all 10 numbered stages from Onboarding through Stabilization.

1. Click Get started.
2. The Playbook creates company context (may create a draft company) and opens the real Onboarding steps (not a separate create-company modal).
3. Continue with Onboarding as described in Complete the Onboarding stage.

If you already have companies, skip this and select one in the left sidebar.

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Select or create a company

Select

1. In the left Companies sidebar, search if needed.
2. Click a company card (status and % complete show on the row).
3. The stage strip and workspace load for that company. Selection is remembered for the team.

Create

1. Click + (Create New Company).
2. In Create New Company Implementation, enter:
   • Company Name *
   • Implementation ID * (or Auto Generate)
   • Optional Company Number (1–255), Description, Start Date, Target Go-Live Date
3. Click Create Company.

Duplicate

1. On a company row, open ⋯ → Duplicate.
2. In Duplicate Company Implementation, adjust name/ID/dates as needed.
3. Optionally enable Copy assignees and/or Copy due dates.
4. Click Duplicate Company.

Copy details

1. ⋯ → Copy Details (dialog title Copy Details).
2. Choose Target Companies and Fields To Copy.
3. Click Copy Details.

Edit or delete

Action	Where
Edit	⋯ → Edit (rename/details)
Delete Company	⋯ → delete → confirm Delete Company (cannot be undone)

Company create/duplicate/copy also exists on Company Tracker; the Playbook sidebar uses the same dialogs.

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Move between stages

With a company selected:

1. Use the soft stage strip (numbered rings + stage titles), or
2. Deep-link with ?phase=<phase_key> (the UI sets this when you click a stage).

Stage order (live titles): Onboarding → Kickoff → Code Format Design → Core Configuration → Integrations → Testing & Training → Beginning Balance Decisions → Cutover Readiness → Go-Live → Stabilization.

Live title	phase_key
Onboarding	onboarding
Kickoff	kickoff
Code Format Design	code_format_design
Core Configuration	core_configuration
Integrations	integrations
Testing & Training	testing_training
Beginning Balance Decisions	practice_balance_loads
Cutover Readiness	cutover_readiness
Go-Live	beginning_balance_load_go_live
Stabilization	stabilization

Rings show progress; a check means the stage is complete. The strip is soft: you can open a later stage before earlier ones are finished. Stage guides still assume you complete prerequisites for that stage’s required items.

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Work inside a stage

Most stages use a step shell:

Control	Behavior
Step header	Current step title; badge Step N of M; progress bar
Step tiles	Named steps for the stage; checkmark when complete
Back	Previous step
Next	Advance; often marks the current step reviewed if it was incomplete
Final button	Stage-specific label (for example Complete kickoff, Complete stage handoff, Complete Core Configuration)

Edits in stage workspaces generally save as you go (API persistence). The footer hint explains when Next will mark a step reviewed or flush pending edits.

Use the right Required items list to jump to incomplete flow steps for the active stage. Those labels match the stage’s flow steps (not a separate checklist catalog). Expand that sidebar if it is collapsed (progress chip and item icons remain visible when collapsed on wide layouts).

Do the stage-specific forms, decisions, and checklists in the matching stage guide, not here.

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Export PDFs

Export	Control	Use when
Single stage	Export stage PDF (in Required items header when the active stage is exportable)	One company, current stage handout
Merged package	Open Implementation Playbook package (files icon on the Companies header) → dialog Implementation Playbook	Multi-company and/or multi-stage PDF; toggle Include Images, then Export merged package PDF

Package steps (company/stage pickers, Select all / Current only, images on/off) are summarized in W.A.T. Implementations Workflow.

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Related guides

Next job	Guide
Onboarding through Stabilization content	Stage guides from the workflow hub
Process context (outcomes / exit criteria)	Implementation Playbook
Milestones and actions plan of record	Manage companies, milestones, and actions
Code formats outside the stage UI	Design and approve code formats
Calendar / Gantt / Kanban	Schedule and track implementation work