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Deciding Whether the Project Is Ready to Expand

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In this lesson, you will learn:

  • What to show in the pilot review
  • How to decide to expand
  • What gate 4 needs

🔁 Quick look back: Last time: Comparing the Pilot with the Client’s Known Inventory. You learned how the pilot compared with SNWR’s spreadsheet.

1 The Problem: Expanding Too Early Multiplies Problems

The pilot had three failures in 30 servers. At full scale, that could be 20 or more failures a night. If you expand now:

  • Failures pile up.
  • The team spends days sorting them.

🎯 The problem: Expanding too early multiplies problems.

👉 The fix: Review the pilot, fix known causes, and expand only with the client’s agreement.

Table of failures, fix and owner.
Figure 1. The pilot review and gate 4.

2 What to show

  • Results against expectations.
  • Every failure with cause, fix and owner.
  • The comparison with the client’s list.
  • Your recommendation.

3 Deciding

Expand when failures are understood and fixes are planned. Not every fix must be done first, but every cause must be known.

⭐ Remember: Gate 4 is Hana’s decision, based on your evidence.

4 Project Clear View: How We Implemented It

📍 Situation: The pilot and comparison were complete.

🧭 Decision: Present the results and ask Hana to decide.

🛠️ Steps we took:

  1. Showed 27 of 30 complete.
  2. Explained each failure with fix and owner.
  3. Recommended expanding after Priya’s fixes.
  4. Hana agreed and signed gate 4.

✅ What we verified:

  • Every failure has a cause, fix and owner.
  • Gate 4 is signed.

📁 Evidence: The signed pilot review (gate 4).

5 Quick recap

  • Review results, failures, comparison and your recommendation.
  • Every failure needs a cause, fix and owner.
  • Expand when causes are understood.
  • Gate 4 is the client’s decision.

6 Check yourself

Think of your answer first. Then tap to check.

1 Why not expand straight after the pilot? Show answer

Unfixed causes would multiply at full scale.

2 What must be true before expanding? Show answer

Every failure’s cause is known and fixes are planned.

3 Who signed gate 4? Show answer

Hana Kim.

Nice work! Clear View is ready to expand. 🎉
Next up: A Troubleshooting Method

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