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IL 301 · Module 1

Executive Kickoff

Confirm the approved version being deployed, the RACI responsibility split, stop authority, and the formal pilot period.

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Learning objectives

  • State clearly at kickoff which already-approved version is being deployed, not a version the team keeps privately revising.
  • Use a RACI to separate the responsibilities of the sponsor, process owner, technical owner, and governance reviewer.
  • Define who holds stop authority, what triggers a stop, and the formal pilot period's start/end and checkpoints before the pilot begins.

The first meeting from PoV to controlled pilot

60 min

Confirm the approved version and RACI

IL 301 is the Industry AI Co-creation Lab's flagship course: it moves a validated Proof of Value into a controlled real operational setting. The 30 hours are formal guided learning time; the recommended project duration is 6-8 weeks, and the two should never be conflated. The Executive Kickoff is where the pilot starts: if the team cannot even name which version is being deployed, every later evaluation loses its point of comparison.

Four things the kickoff must confirm
ItemDescription
Approved versionCite the prototype version passed at the IL 201 Evidence Review and the scope approved at the IL 202 Readiness Review: not the team's latest work-in-progress draft
RACISponsor (Accountable), process owner (Responsible), technical owner (Responsible), governance reviewer (Consulted), affected-user representative (Informed)
Stop authorityName who can halt the pilot at any time, and how quickly the process must revert to the manual workflow after a stop
Pilot periodFormal start and end dates, plus at least three checkpoints (e.g. end of shadow mode, mid-point of small-scale trial, pilot close-out evaluation)

Warning

Common mistake: treating "we agree on the direction" as an "approved version." An approved version must be a concrete artifact with a version number traceable to an IL 201/202 decision record, not a verbal consensus in a meeting room.

Key takeaway: Without a clearly named approved version and stop authority at kickoff, every later piece of pilot evidence loses its traceable point of comparison.

60 min

Data/environment levels and the pilot period

Data/environment levels (Level A-D)
LevelDescription
Level AReal problem + synthetic data
Level BReal problem + de-identified data
Level CControlled enterprise data
Level DEnterprise sandbox or production-adjacent environment

Info

The Adoption Gate (Gate 4) is decided after IL 301: SCALE, LIMITED ADOPTION, ITERATE, HOLD, or STOP. At least one measurable primary KPI must fall into Efficiency, Quality, Experience, Economics, or Risk: kickoff should already state what this KPI is and who measures it.
  1. Exercise: draft a Kickoff Charter Addendum (using SYN-CS-001)
    Using the synthetic customer-service knowledge assistant (SYN-CS-001) at the example company "Demo Service Company A," draft a one-page Kickoff Charter Addendum.
  2. Field 1: approved version
    Cite a specific IL 201/IL 202 decision record (e.g. "Evidence Review: proceed_to_readiness, 2026-02-10").
  3. Field 2: RACI
    Fill in one role and a name (synthetic is fine) for the sponsor, process owner, technical owner, governance reviewer, and user representative.
  4. Field 3: stop authority and triggers
    Write who can call a stop, and at least two concrete stop triggers (e.g. "3 consecutive incidents with personal-data leakage risk").
  5. Field 4: pilot period and checkpoints
    Fill in start/end dates plus at least three checkpoint dates, mapped to end of shadow mode, mid-point of small-scale trial, and pilot close-out evaluation.
Check yourself

What is the single most important principle for "stop authority" at the kickoff meeting?

What is the single most important principle for "stop authority" at the kickoff meeting?

Key takeaway: A pilot is not a green light for production; the four data levels let every project gather evidence within a reasonable risk envelope. Stop triggers must be written down at kickoff, not improvised after something goes wrong.

What next?