Program charter
Sponsor: ______ Owner: ______ Pilot region: ______
Business outcome: ______ Baseline metric: ______ Success criteria: ______
Days 1-30: diagnose and design
- Interview field users, supervisors, account teams and data owners.
- Observe representative visits in different store formats.
- Confirm eligibility lists for stores and SKUs.
- Publish a short measurement dictionary.
- Agree the top three exception categories and accountable owners.
- Establish a trustworthy baseline and record gaps.
Gate: enough reliable information exists to design a focused pilot.
Days 31-60: test the operating model
- Pilot a standard visit and action process in selected territories.
- Train field users and supervisors; observe completion time.
- Test sample evidence quality and data submission.
- Conduct weekly exception reviews.
- Record user friction and prioritize corrections.
Gate: field workflow is practical and the action process works.
Days 61-90: improve and expand
- Compare pilot outcomes with the baseline and reasonable controls.
- Review improvement economics and capacity requirements.
- Finalize ownership, training and change control.
- Plan staged expansion by store segment or region.
- Set monthly KPI and quarterly service-policy reviews.
Gate: evidence supports scaling without multiplying unresolved problems.
Learn: The 90-day improvement guide