Workflow Implementation Checklist
Provide a controlled, platform-agnostic implementation process for installing a Revenue Chain repair without breaking existing operations. It is the disciplined path between selecting a repair on the Repair Plan…
Loop Step
Repair
Role
control
Purpose
Provide a controlled, platform-agnostic implementation process for installing a Revenue Chain repair without breaking existing operations. It is the disciplined path between selecting a repair on the Repair Plan (RLR-39) and handing it to QA (RLR-41).
Governing Principle
A repair is installed safely only when it is reversible, tested against failure paths (not just the happy path), and leaves attribution and existing workflows intact. Turning a workflow on is implementation, never closure.
Platform Agnostic
- Rule
- This checklist governs methodology, not a specific platform. It is usable across any stack.
- Applicable To
- scripts; CRM workflows; routing; forms; SMS; email; calls; calendars; lead assignments; follow-up sequences; automation; notifications; attribution; dashboards; reporting
- Platform Examples Are Illustrative Only
- true
Phases
BEFORE IMPLEMENTATION
- Id
- before_implementation
- Items
- Identify the leak (link + specific defect from the audit).; Define the baseline (RLR-35 metric id + measured value).; Identify the intended repair (the smallest change that addresses the audited defect).; Define the owner (and backup owner).; Define the target KPI and target value.; Identify systems affected.; Identify integrations affected.; Identify existing workflows affected.; Identify existing automations affected.; Identify current field/state dependencies (what reads or writes the fields you will change).; Identify compliance/consent considerations where applicable (opt-out, suppression, quiet hours, retention).; Define the rollback method (how to revert cleanly).; Define test records (safe, clearly-marked test leads).; Define QA criteria (which RLR-41 scenarios must pass).
CONFIGURATION
- Id
- configuration
- Items
- Fields created/mapped.; Triggers configured.; Conditions configured.; Routing configured.; Messages/scripts configured.; Timing configured.; Owners configured.; Fallback configured.; Escalation configured.; Dispositions configured.; Tracking configured.; Attribution preserved (original source is not overwritten — see RLR-34).; Stop rules configured (opt-out/suppression and completion conditions).
TESTING
- Id
- testing
- Items
- Happy path.; Failure path.; Fallback path.; After-hours path where relevant.; Missed-contact path where relevant.; Invalid-data path.; Duplicate path.; Opt-out/suppression path where relevant.; Owner-unavailable path.; System/integration failure path.; Mobile experience where relevant.
ACTIVATION
- Id
- activation
- Items
- Final approval.; Effective date.; Owner notified.; Monitoring window defined.; Rollback owner named.; Verification date set (feeds RLR-42).
POST-ACTIVATION
- Id
- post_activation
- Items
- Workflow functioning.; Data captured.; No duplicate communications.; No broken routing.; No orphaned leads.; Metrics available.; Anomalies documented.; First review completed.
Handoff To QA
When CONFIGURATION and TESTING are complete and ACTIVATION is approved, the repair moves to the QA Test Script (RLR-41). Passing this checklist authorizes activation; it does not authorize closure.
Quality Standard
- What To Measure
- Implementation integrity: whether every before/configuration/testing/activation/post-activation item is satisfied for the specific repair.
- Data Required
- The Repair Plan entry (RLR-39), the audited defect, the affected systems/workflows inventory, and the test-record set.
- How To Interpret
- Any unchecked BEFORE, CONFIGURATION, or TESTING item blocks activation. Post-activation anomalies route back to configuration or to rollback.
- Action That Follows
- Activate only on full approval with a rollback owner and verification date; otherwise hold and remediate.
- Owner
- The repair owner named on RLR-39, with a named rollback owner.
- How To Implement
- Work the five phases top to bottom for one repair at a time; do not batch unrelated repairs into one change window.
- How To Test
- Run every applicable TESTING path with clearly-marked test records before activation, not just the happy path.
- When To Remeasure
- Business-KPI re-measurement is RLR-42 (14/30-day); this checklist's post-activation review is an immediate integrity check, not the business result.
- How To Know It Improved
- Post-activation review shows the workflow functioning, data captured, no duplicates/orphans, and metrics available — clearing the path for RLR-41 QA and RLR-42 re-measurement.
Compliance Guardrail
Implementation respects opt-out signals, suppression, quiet-hours, consent, provider restrictions, data-retention and privacy policy. The checklist never instructs bypassing these controls; jurisdiction- and industry-specific rules are applied by the operator.
Anti Pattern
- Note
- A repair is not 'implemented safely' because the happy path worked once in a demo. Failure, fallback, duplicate, opt-out, and owner-unavailable paths must be tested, and a rollback method must exist, before activation.
How to implement
Install the change exactly as the playbook describes; log it on the Repair Plan.
How to verify
Installing a workflow is implementation, not closure. QA the repair before you trust it.
Related in this link
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