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Constrained Pilot Review Checklist

Goal

This checklist helps teams review a bounded constrained-adoption pilot before they convert the result into a broader local pattern, a reusable example, or a framework learning.

It is intentionally light. The goal is not to create a new governance layer. The goal is to make sure a constrained pilot is:

  • still bounded
  • still reviewable
  • explicit about local residue
  • honest about what actually became reusable

When to use this checklist

Use it after a constrained pilot has produced at least one meaningful proof chain and before you do any of the following:

  • expand the lane
  • treat the pilot as a broader adoption signal
  • convert the pilot into reusable local guidance
  • suggest that some learning belongs back in AletheIA

Do not use this checklist as a gate for every normal task. It is for pilot review and conversion, not routine work execution.

Checklist

1. Boundary remained bounded

Confirm that:

  • the lane stayed narrow enough to review clearly
  • no adjacent lane was silently pulled in
  • local restrictions remained explicit
  • the pilot did not turn into rollout by inertia

2. Trust posture remained explicit

Confirm that reviewers can state:

  • what data class the pilot touched
  • what hosting posture was assumed
  • what tools were allowed or blocked
  • what actions still required human gate

3. Risk-to-gate posture remained proportional

Confirm that:

  • the lane used a review posture that matched its risk
  • proof was not weaker than the lane’s review demand
  • escalation triggers were visible
  • the team can explain why the pilot remained suggestion-only, bounded execution, or human-gated execution

4. Proof was sufficient for the lane

Confirm that:

  • minimum validation was actually present
  • the review artifacts are readable by another boundary
  • the closure is auditable enough for the environment
  • unresolved ambiguity is called out instead of buried

5. Reusable learning is separated from local residue

Confirm that:

  • reusable learning is identifiable in plain language
  • enterprise-local rules are not being promoted into framework truth
  • project-local approval residue is clearly marked as local
  • the team can name what should stay out of AletheIA

6. Expansion has a real trigger

Confirm that:

  • any proposed next step is tied to a real trigger
  • expansion is not happening just because the pilot succeeded once
  • the next lane, if any, is clearly justified
  • stopping is still considered a valid outcome

Healthy review output

A short pilot review is usually enough if it can answer:

  • what was actually proved
  • what stayed local
  • what became a reusable local pattern
  • what might be reusable for the framework
  • whether expansion is justified now, later, or not at all
  • docs/constrained-adoption-pilot.md
  • docs/local-trust-boundary-posture.md
  • docs/enterprise-readiness-roadmap.md
  • starter-pack/templates/local-trust-boundary-template.md
  • starter-pack/templates/constrained-pilot-review-template.md

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