Checklist: Phase Assessment
Use this before applying the playbook mechanically.
Product State
- [ ] The project is still exploratory with low blast radius
- [ ] A first production release is expected soon
- [ ] Live users already depend on the system
- [ ] Outages or data mistakes would have meaningful business impact
Data And Trust
- [ ] Real customer or partner data is involved
- [ ] Sensitive personal, financial, or internal business data is involved
- [ ] Customers or stakeholders require auditability or security evidence
Operating Complexity
- [ ] Multiple teams or domains will touch the product
- [ ] Privileged admin workflows or production access exist
- [ ] Rollback, support, or incident handling is already necessary
- [ ] AI agents can affect sensitive code, infrastructure, or release flows
Result
Choose the highest phase that honestly matches the checked items:
- Mostly exploratory, low-risk checks only:
Phase 0 - Exploration - Shipping toward first real release:
Phase 1 - Product Build - Live system with operational consequences:
Phase 2 - Production - Sensitive, audited, enterprise, or high-trust context:
Phase 3 - Enterprise
Then apply guidance from playbooks/00-adoption-paths.md.