AZ1.AI CODITECT Master Orchestration & Governance Plan

AZ1.AI CODITECT Master Orchestration & Governance Plan

Document Version: 1.0 Last Updated: 2025-11-15 Document Owner: Hal Casteel, Founder/CEO/CTO, AZ1.AI INC. Status: DRAFT - Pending Executive Approval

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Executive Summary

This Master Orchestration & Governance Plan provides the strategic framework for transitioning the AZ1.AI CODITECT platform from internal development through beta testing, pilot program, and ultimately to full Go-to-Market (GTM). This document complements the technical CODITECT-ROLLOUT-MASTER-PLAN.md with governance structures, phase gates, success criteria, and risk management frameworks.

Key Milestones:

• Beta Launch: Month 7 (4 weeks, 10-20 internal users)
• Pilot Launch: Month 8 (8 weeks, 50-100 external early adopters)
• GTM Launch: Month 10 (public availability, unlimited users)

Total Timeline: 10 months from development kickoff to public launch Investment Required: $884K (development) + $150K (beta/pilot operations) = $1.034M

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Table of Contents

1. Phase Overview
2. Governance Framework
3. Phase 1: Development (Months 1-6)
4. Phase 2: Beta Testing (Month 7)
5. Phase 3: Pilot Program (Months 8-9)
6. Phase 4: Go-to-Market (Month 10+)
7. Success Metrics & KPIs
8. Risk Management
9. Decision Authority Matrix
10. Phase Gate Criteria
11. Communication Plan
12. Budget & Resource Allocation

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Phase Overview

Phase Definitions

Phase	Duration	User Base	Primary Goal	Key Deliverable
Development	6 months	Internal team	Build core platform	Functional MVP
Beta Testing	4 weeks	10-20 internal users	Validate core functionality	Stability report
Pilot Program	8 weeks	50-100 external users	Validate market fit	Product-market fit report
Go-to-Market	Ongoing	Unlimited	Scale adoption	Revenue & growth

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Governance Framework

Executive Steering Committee

Purpose: Strategic oversight, phase gate approvals, resource allocation

Members:

• Hal Casteel (Founder/CEO/CTO) - Chair
• VP Engineering (TBD)
• VP Product (TBD)
• VP Sales & Marketing (TBD)
• Legal Counsel (TBD)

Cadence:

• Weekly during Development & Beta
• Bi-weekly during Pilot
• Monthly post-GTM

Decision Authority:

• Phase gate approvals (unanimous required)
• Budget changes >$50K
• Roadmap changes affecting GTM timeline
• Strategic partnerships

Program Management Office (PMO)

Purpose: Day-to-day execution, cross-project coordination, issue escalation

Structure:

• Program Manager (dedicated full-time)

  • Oversees all 8 technical projects
  • Manages dependencies and blockers
  • Reports to Executive Steering Committee

• Technical Lead (Hal Casteel initially)

  • Architecture decisions
  • Code reviews and quality gates
  • Technical escalations

• Product Manager (TBD - Month 3)

  • User experience and feature prioritization
  • Beta/Pilot program management
  • User feedback incorporation

• QA Lead (TBD - Month 5)

  • Test strategy and execution
  • Quality gate enforcement
  • Beta/Pilot quality monitoring

Cadence:

• Daily standups (15 min)
• Weekly sprint reviews
• Monthly retrospectives

Quality Assurance Board

Purpose: Enforce quality gates, approve phase transitions

Members:

• Technical Lead
• QA Lead
• Security Lead (external consultant)
• 2 Senior Engineers (rotating)

Cadence:

• Before each phase gate
• Ad-hoc for critical issues

Decision Authority:

• Go/no-go for phase transitions
• Quality standards and thresholds
• Defect severity classification

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Phase 1: Development (Months 1-6)

Objectives

1. Build MVP: Deliver functional platform with core features
2. Technical Foundation: Establish scalable, secure architecture
3. Documentation: Create comprehensive user and admin documentation
4. Legal Framework: Finalize EULA, NDA, Terms of Service

Key Activities

Month 1-2: Foundation

• Project setup and repository creation
• Infrastructure provisioning (GCP, GitHub, CI/CD)
• Database schema design and implementation
• Authentication system (OAuth, JWT, token management)

Month 3-4: Core Features

• User registration and onboarding flows
• License acceptance and tracking
• CODITECT framework download mechanism
• Session management and tracking
• Admin control panel

Month 5-6: Integration & Polish

• Frontend-backend integration
• CLI tool integration with cloud platform
• Documentation site completion
• Security hardening
• Performance optimization

Success Criteria

Criterion	Target	Measurement
Code Coverage	>80%	Automated testing
API Response Time	<200ms (p95)	Load testing
Security Vulnerabilities	0 critical, <5 high	Security audit
Documentation Completeness	100% core features	Manual review
Uptime	>99.5%	Monitoring

Exit Criteria (Development → Beta Gate)

✅ All 8 projects deployed to staging environment ✅ Security audit passed with no critical findings ✅ Performance benchmarks met (1000 concurrent users) ✅ User documentation complete ✅ Admin documentation complete ✅ Legal documents finalized and reviewed ✅ Monitoring and alerting operational ✅ Incident response procedures documented ✅ Beta test plan approved by Steering Committee

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Phase 2: Beta Testing (Month 7)

Objectives

1. Validate Core Functionality: Ensure all critical user journeys work end-to-end
2. Identify Bugs: Find and fix critical and high-priority defects
3. Gather Feedback: Collect qualitative feedback on UX and workflows
4. Stress Test: Validate platform stability under realistic load

Beta User Profile

Target: 10-20 internal users (AZ1.AI team members + trusted advisors)

Composition:

• 5 engineers (technical power users)
• 5 product/business users (representative of target market)
• 5 novice users (minimal Git/CLI experience)
• 5 external advisors (under NDA)

Recruitment:

• Internal: Direct invitation
• External: Personal outreach from Hal Casteel

Beta Test Plan

Week 1: Onboarding

• User registration and license acceptance
• CODITECT framework download and setup
• CLI installation and configuration
• First project creation (guided tutorial)

Success Metrics:

• 100% successful registrations
• <5 min average onboarding time
• 0 critical setup blockers

Week 2: Core Workflows

• Create 3 projects using CODITECT methodology
• Use Git helper for session management
• Submit feedback via integrated form
• Test admin panel (1-2 designated admins)

Success Metrics:

• 80% task completion rate
• <10 P1/P2 bugs per user

• 70% positive sentiment in feedback

Week 3: Advanced Features

• Agent marketplace browsing and installation
• Analytics dashboard usage
• Team collaboration features (if 2+ users per team)
• Offboarding simulation (2 users)

Success Metrics:

• All advanced features exercised
• Access revocation verified on offboarding
• <5 P1/P2 bugs in advanced features

Week 4: Stability & Performance

• Sustained usage (daily active use)
• Concurrent session testing (all users active simultaneously)
• Data export and backup testing
• Final feedback collection

Success Metrics:

• 90% daily active users

• 0 critical errors during concurrent load
• Platform uptime >99%

Beta Feedback Collection

Methods:

• Daily Slack channel for issues and questions
• Weekly 1:1 interviews (30 min each)
• End-of-week survey (NPS, feature ratings, open feedback)
• Analytics data (usage patterns, feature adoption)

Analysis:

• Daily bug triage and prioritization
• Weekly synthesis of qualitative feedback
• End-of-beta comprehensive report

Exit Criteria (Beta → Pilot Gate)

✅ <5 outstanding P1 bugs (none critical) ✅ >80% of beta users completed all core workflows ✅ NPS score >40 (promoters - detractors) ✅ All critical bugs resolved ✅ Documentation updated based on beta feedback ✅ Performance targets met under beta load ✅ Security re-audit passed (if any security issues found) ✅ Offboarding workflow validated (access revoked successfully) ✅ Pilot test plan approved by Steering Committee ✅ Legal documents updated if needed

Go/No-Go Decision: Executive Steering Committee vote (unanimous required)

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Phase 3: Pilot Program (Months 8-9)

Objectives

1. Validate Product-Market Fit: Confirm target users find value in CODITECT
2. Scale Testing: Ensure platform handles 50-100 concurrent users
3. Refine Onboarding: Optimize user experience for diverse user types
4. Build Case Studies: Document success stories for GTM marketing
5. Validate Business Model: Test pricing, licensing, and support models

Pilot User Profile

Target: 50-100 external users across diverse segments

Composition:

• Individual Developers (20 users): Freelancers, side projects
• Small Teams (10 teams, 30 users): Startups, small agencies (2-5 people)
• Businesses (5 companies, 25 users): Mid-size companies (10-50 employees)
• Consultants (10 users): Independent consultants, fractional CTOs
• Auditors/Advisors (5 users): Code reviewers, technical due diligence

Recruitment Strategy:

• Invite-only via application form
• Target: AI/ML engineers, DevOps teams, SaaS startups
• Channels: LinkedIn, Twitter/X, Hacker News, personal network
• Incentive: Free access during pilot + discounted pricing at GTM

Pilot Program Structure

Phase 3A: Pilot Wave 1 (Weeks 1-4)

Focus: Controlled rollout with close monitoring

User Count: 25 users (5 from each segment)

Activities:

• Week 1: Onboarding and initial setup
• Week 2-3: Active usage and feedback collection
• Week 4: Advanced features and team collaboration

Support Model:

• Daily office hours (1 hour)
• Dedicated Slack channel
• 1:1 onboarding calls (30 min per user)
• Weekly group Q&A sessions

Success Metrics:

• 90% onboarding completion rate

• 60% weekly active users (WAU)

• <20 P1/P2 bugs reported
• NPS >50

Phase 3B: Pilot Wave 2 (Weeks 5-8)

Focus: Scale testing and business model validation

User Count: 75 users total (50 new users)

Activities:

• Week 5: Wave 2 onboarding
• Week 6-7: Full platform usage, all features
• Week 8: Business model testing (introduce pricing tiers)

Support Model:

• 3x weekly office hours (1 hour each)
• Community Slack channel (peer-to-peer support)
• Self-service documentation and video tutorials
• Email support (24-hour response SLA)

Success Metrics:

• 85% onboarding completion rate

• 50% weekly active users (WAU)

• <30 P1/P2 bugs reported (cumulative)
• NPS >60

• 40% willing to pay at proposed pricing

Pilot Pricing Model Testing

Proposed Tiers (pilot pricing, 50% off GTM pricing):

Tier	Target	Pilot Price	GTM Price	Features
Individual	Developers	$25/month	$49/month	1 user, unlimited projects, community support
Team	2-10 users	$100/month	$199/month	Up to 10 users, shared projects, email support
Business	10-50 users	$400/month	$799/month	Up to 50 users, priority support, SLA
Enterprise	50+ users	Custom	Custom	Unlimited users, dedicated support, on-prem option

Conversion Goal: 40% of pilot users commit to paid plan at GTM

Pilot Feedback Collection

Quantitative:

• Daily usage analytics (feature adoption, time-on-platform)
• Weekly surveys (5 min, feature ratings)
• End-of-pilot NPS and satisfaction survey
• Conversion tracking (willingness to pay)

Qualitative:

• Bi-weekly user interviews (10 users per week, 30 min)
• Case study development (3-5 power users)
• Community Slack sentiment analysis
• Support ticket analysis

Case Study Development

Goal: 3-5 detailed case studies for GTM marketing

Profile:

• 1 individual developer (freelancer success story)
• 1 small team (startup rapid development)
• 1 business (enterprise efficiency gains)
• 1 consultant (client delivery improvement)
• 1 auditor (code review workflow)

Format:

• Before/After analysis (metrics: time saved, quality improved)
• Quotes and testimonials
• Video interviews (optional)
• Written narrative (800-1200 words)

Exit Criteria (Pilot → GTM Gate)

✅ >50 active pilot users at end of Phase 3B ✅ <10 outstanding P1/P2 bugs (none critical) ✅ NPS >60 ✅ >70% weekly active users (WAU) in final 2 weeks ✅ >40% conversion commitment to paid plans ✅ Platform uptime >99.5% during pilot ✅ All 5 user segments successfully onboarded and active ✅ 3-5 case studies completed and approved ✅ Support playbook documented and tested ✅ Pricing model validated (survey + conversion data) ✅ GTM marketing materials ready (website, deck, collateral) ✅ Sales and support team hired and trained ✅ Legal documents finalized for public use ✅ Security audit passed (if any changes since beta)

Go/No-Go Decision: Executive Steering Committee vote (unanimous required)

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Phase 4: Go-to-Market (Month 10+)

Objectives

1. Public Launch: Make platform available to all users
2. Scale Acquisition: Drive user growth through marketing and sales
3. Optimize Conversion: Convert free users to paid plans
4. Build Community: Establish user community and ecosystem
5. Continuous Improvement: Iterate based on production data

GTM Strategy

Launch Tactics

Week 1: Soft Launch

• Announce to pilot users (remove invite-only gate)
• Publish case studies and testimonials
• Activate SEO/SEM campaigns
• Announce on social media (LinkedIn, Twitter/X)

Week 2-4: Public Launch

• Product Hunt launch (aim for #1 Product of the Day)
• Hacker News post (Show HN: CODITECT)
• Press outreach (TechCrunch, VentureBeat, etc.)
• Webinar series (1 per week)
• Conference sponsorships (if budget allows)

Week 5-8: Growth Acceleration

• Content marketing (blog posts, tutorials, videos)
• Partnership outreach (IDE plugins, AI tool integrations)
• Community building (Discord, Slack, forums)
• Referral program launch
• Free tier optimization (convert to paid)

Marketing Channels

Channel	Budget (Mo 1-3)	Expected CAC	Expected Conversion
SEO/Content	$10K/month	$50	5% (organic)
SEM (Google Ads)	$15K/month	$120	3%
Social Media Ads	$10K/month	$80	4%
Partnerships	$5K/month	$30	8%
Events/Webinars	$10K/month	$100	6%
Total	$50K/month	$76 (blended)	5.2% (blended)

Projected Acquisition (Month 1-3):

• Month 1: 200 new users (100 free, 100 paid)
• Month 2: 500 new users (250 free, 250 paid)
• Month 3: 1,000 new users (500 free, 500 paid)

Pricing & Monetization

Free Tier (lead generation):

• 1 user, 3 projects, community support
• Goal: 60% of signups → convert 10% to paid within 90 days

Paid Tiers (GTM pricing):

• Individual: $49/month
• Team: $199/month (10 users)
• Business: $799/month (50 users)
• Enterprise: Custom pricing

Revenue Projections (Month 1-6):

• Month 1: $5K MRR (100 paid users @ $50 avg)
• Month 3: $50K MRR (850 paid users)
• Month 6: $150K MRR (2,500 paid users)

Post-Launch Operations

Support Model

Tiers:

• Community Support (free tier): Docs, community forum, 72-hour email response
• Email Support (individual/team): 24-hour response, 8-hour for critical
• Priority Support (business): 4-hour response, 1-hour for critical
• Dedicated Support (enterprise): Named support engineer, 30-min response

Team:

• 2 support engineers (Month 1)
• 5 support engineers (Month 3)
• 10 support engineers (Month 6)

Product Roadmap (Post-GTM)

Q1 (Months 1-3):

• IDE plugins (VS Code, IntelliJ)
• Mobile app (iOS, Android)
• Slack/Discord integrations
• Enhanced analytics dashboard

Q2 (Months 4-6):

• Enterprise features (SSO, SCIM, audit logs)
• API for third-party integrations
• Agent marketplace curation and quality
• Localization (Spanish, French, German)

Q3 (Months 7-9):

• On-premise deployment option
• Advanced collaboration features
• AI-powered code review
• Compliance certifications (SOC 2, ISO 27001)

Success Metrics (First 6 Months)

Metric	Month 1	Month 3	Month 6	Target
Total Users	200	1,200	4,000	4,000+
Paid Users	100	850	2,500	2,500+
MRR	$5K	$50K	$150K	$150K+
Churn Rate	N/A	<5%	<5%	<5%
NPS	60+	70+	75+	70+
CAC	$100	$80	$70	<$75
LTV:CAC	N/A	3:1	5:1	>3:1
Support Ticket Volume	50/week	200/week	500/week	Handle within SLA

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Success Metrics & KPIs

North Star Metric

Weekly Active Users (WAU) - Measures platform adoption and stickiness

Target Progression:

• Beta: 15 WAU (75% of beta users)
• Pilot: 70 WAU (70% of pilot users)
• GTM Month 1: 140 WAU (70% of total users)
• GTM Month 6: 3,000 WAU (75% of total users)

Product Metrics

Category	Metric	Beta Target	Pilot Target	GTM Month 6 Target
Adoption	Onboarding completion rate	>90%	>85%	>80%
Engagement	Weekly Active Users (WAU)	75%	70%	75%
Engagement	Projects created per user	3+	5+	10+
Engagement	Sessions per user per week	3+	4+	5+
Quality	Critical bugs per release	0	0	0
Quality	Platform uptime	>99.5%	>99.5%	>99.9%
Satisfaction	NPS	>40	>60	>70
Satisfaction	Support ticket resolution time	N/A	<24 hours	<12 hours

Business Metrics

Category	Metric	Pilot Target	GTM Month 3 Target	GTM Month 6 Target
Revenue	MRR	$0 (free pilot)	$50K	$150K
Revenue	ARPU	N/A	$58	$60
Acquisition	New users per month	75 (pilot)	500	1,000
Acquisition	CAC	N/A	$80	$70
Retention	Churn rate (monthly)	N/A	<5%	<5%
Retention	LTV:CAC ratio	N/A	3:1	5:1
Conversion	Free to paid conversion	40% commit	10% (90 days)	15% (90 days)

Operational Metrics

Category	Metric	Beta Target	Pilot Target	GTM Month 6 Target
Performance	API response time (p95)	<200ms	<200ms	<150ms
Performance	Page load time (p95)	<2s	<2s	<1.5s
Scalability	Concurrent users supported	20	100	1,000
Security	Critical vulnerabilities	0	0	0
Security	Time to patch high vulns	N/A	<48 hours	<24 hours

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Risk Management

Risk Register

Risk ID	Risk Description	Probability	Impact	Mitigation Strategy	Owner
R1	Development delays push back beta launch	Medium	High	Buffer time built into schedule; weekly progress reviews	Program Manager
R2	Security vulnerability discovered in beta/pilot	Low	Critical	Security audit before each phase; bug bounty program	Security Lead
R3	Low beta/pilot user engagement	Medium	High	Carefully select engaged users; provide incentives	Product Manager
R4	Poor product-market fit (low NPS, conversion)	Medium	Critical	Extensive user research pre-beta; rapid iteration on feedback	CEO/Product Manager
R5	Scalability issues at pilot scale	Low	High	Load testing before pilot; gradual rollout (Wave 1 → Wave 2)	Technical Lead
R6	Legal/compliance issues (EULA, NDA, data privacy)	Low	Critical	Legal review before beta; privacy audit; SOC 2 prep	Legal Counsel
R7	Competitor launches similar product during pilot	Medium	Medium	Differentiate with AI-first approach; build community early	CEO/VP Marketing
R8	Key personnel departure (Hal, engineers)	Low	Critical	Document tribal knowledge; cross-train team	CEO/Program Manager
R9	Budget overruns	Medium	Medium	Monthly budget reviews; contingency fund (15%)	CFO/Program Manager
R10	Infrastructure outages (GCP, GitHub)	Low	High	Multi-region deployment; robust monitoring and alerting	DevOps Lead

Risk Response Plans

R1: Development Delays

• Trigger: Any project >2 weeks behind schedule
• Response:
  1. Daily standup review of blockers
  2. Reallocate resources from lower-priority projects
  3. Descope non-critical features to maintain timeline
  4. Escalate to Steering Committee if >1 month delay risk
• Contingency: Push beta launch by 2 weeks max; compress beta to 3 weeks if needed

R2: Security Vulnerability

• Trigger: Critical or high-severity vulnerability discovered
• Response:
  1. Immediate platform freeze (no new features)
  2. Convene security response team within 4 hours
  3. Patch developed and tested within 24-48 hours
  4. All users notified within 24 hours if data exposure risk
  5. Post-mortem and process improvement
• Contingency: Pause phase transition until resolved

R4: Poor Product-Market Fit

• Trigger: NPS <40 in beta OR <50 in pilot OR <40% conversion in pilot
• Response:
  1. Deep-dive user interviews (10+ users)
  2. Analyze usage data for patterns
  3. Rapid prototyping of UX improvements
  4. Consider pivot to different user segment if necessary
• Contingency: Extend pilot by 4 weeks to validate improvements; consider beta 2.0 with revised feature set

R6: Legal/Compliance Issues

• Trigger: User raises legal concern OR audit identifies gap
• Response:
  1. Immediate legal counsel consultation
  2. Pause affected workflows (e.g., data collection)
  3. Update terms and re-obtain user consent if necessary
  4. Communicate transparently with users
• Contingency: Delay GTM launch until resolved; offer users option to delete data

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Decision Authority Matrix

Phase Gate Approvals

Decision	Authority	Backup Authority	Notes
Development → Beta	Executive Steering Committee (unanimous)	N/A	Quality Assurance Board must recommend approval
Beta → Pilot	Executive Steering Committee (unanimous)	N/A	Quality Assurance Board must recommend approval
Pilot → GTM	Executive Steering Committee (unanimous)	N/A	Quality Assurance Board must recommend approval

Operational Decisions

Decision Type	Authority	Approval Required	Notes
Budget changes <$10K	Program Manager	CEO approval	Weekly report to Steering Committee
Budget changes $10K-$50K	CEO	CFO approval	Steering Committee notification
Budget changes >$50K	Steering Committee	Unanimous vote	Board notification if >$100K
Roadmap changes (minor)	Product Manager	Technical Lead approval	Does not affect phase timeline
Roadmap changes (major)	Steering Committee	Unanimous vote	Affects phase timeline or core features
Marketing campaigns	VP Marketing	CEO approval	Budget within allocated limits
Partnership agreements	CEO	Legal review	Steering Committee notification
Pricing changes	CEO	Steering Committee majority	User communication plan required
Security incidents (P1)	Technical Lead	CEO notification	Immediate response, post-mortem to Steering Committee
User offboarding disputes	Legal Counsel	CEO escalation	Document all decisions

Escalation Path

1. Operational Issue → Program Manager → CEO → Steering Committee
2. Technical Issue → Technical Lead → CEO → Steering Committee
3. Legal Issue → Legal Counsel → CEO → Steering Committee
4. User Issue → Support → Product Manager → CEO
5. Security Issue → Security Lead → Technical Lead → CEO → Steering Committee (if critical)

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Phase Gate Criteria

Gate 1: Development → Beta

Timing: End of Month 6

Checklist:

Technical Readiness:

• All 8 projects deployed to staging environment
• Integration testing passed (100% critical paths)
• Security audit completed with 0 critical, <5 high findings
• Performance benchmarks met (1000 concurrent users, <200ms API response)
• Monitoring and alerting operational (PagerDuty, Datadog)
• Disaster recovery tested (RTO <1 hour, RPO <15 min)
• Data backup and restore tested

Product Readiness:

• All core user journeys functional (registration, onboarding, project creation, session management)
• User documentation complete (installation, tutorials, FAQs)
• Admin documentation complete (user management, offboarding, support)
• Beta test plan documented and approved
• Beta feedback collection tools ready (surveys, Slack, analytics)

Legal & Compliance:

• EULA finalized and reviewed by legal counsel
• NDA finalized and reviewed by legal counsel
• Terms of Service finalized
• Privacy Policy finalized (GDPR, CCPA compliant)
• Data Processing Agreement (DPA) ready for business users

Operational Readiness:

• Beta user list finalized (10-20 users identified and confirmed)
• Support plan documented (Slack channel, office hours schedule)
• Incident response procedures documented
• Rollback plan documented

Governance:

• Quality Assurance Board recommends approval
• Executive Steering Committee unanimous vote

Go/No-Go Decision: If ANY critical item unchecked → NO GO

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Gate 2: Beta → Pilot

Timing: End of Month 7 (after 4-week beta)

Checklist:

Beta Success Metrics:

• NPS >40 (minimum threshold for pilot)
• >80% of beta users completed all core workflows
• <5 outstanding P1 bugs (0 critical)
• Platform uptime >99.5% during beta
• 100% successful license acceptance and tracking
• Offboarding workflow validated (2+ test users successfully offboarded)

Technical Improvements:

• All critical beta bugs resolved
• All high-priority beta bugs resolved or deferred with mitigation
• Performance targets met under beta load
• Security re-audit passed (if any security issues found in beta)
• Scalability testing passed (100 concurrent users)

Product Improvements:

• Documentation updated based on beta feedback
• UX improvements implemented based on beta feedback (top 3 issues)
• Onboarding flow optimized (reduced friction points)
• Admin panel enhanced based on admin feedback

Pilot Preparation:

• Pilot test plan documented and approved
• Pilot user recruitment plan ready (application form, outreach strategy)
• Pilot support plan documented (office hours, Slack, email)
• Case study framework defined (selection criteria, interview guide)
• Pricing model finalized for testing

Legal & Compliance:

• Legal documents updated if needed based on beta feedback
• Privacy audit passed (if data handling changed)

Governance:

• Quality Assurance Board recommends approval
• Executive Steering Committee unanimous vote

Go/No-Go Decision: If NPS <40 OR >5 P1 bugs → NO GO (extend beta)

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Gate 3: Pilot → GTM

Timing: End of Month 9 (after 8-week pilot)

Checklist:

Pilot Success Metrics:

• NPS >60 (minimum threshold for GTM)
• >50 active pilot users at end of pilot
• >70% weekly active users (WAU) in final 2 weeks
• >40% conversion commitment to paid plans
• Platform uptime >99.5% during pilot
• <10 outstanding P1/P2 bugs (0 critical)

Technical Readiness:

• All critical pilot bugs resolved
• Scalability testing passed (1000 concurrent users)
• Multi-region deployment ready (US, EU)
• Payment processing integrated and tested (Stripe)
• Billing system operational (subscription management, invoicing)
• SLA monitoring operational (uptime, response times)

Product Readiness:

• All 5 user segments successfully onboarded and active
• Documentation complete for all user types
• Self-service onboarding tested and optimized
• Free tier vs. paid tier feature matrix finalized
• Product roadmap (6 months) defined and communicated

Marketing & Sales Readiness:

• 3-5 case studies completed and approved
• Marketing website live (www.coditect.ai)
• Launch blog post and press release ready
• Social media accounts active and content calendar ready
• Product Hunt and Hacker News posts prepared
• Paid advertising campaigns ready (Google, LinkedIn)

Support & Operations Readiness:

• Support team hired and trained (2+ support engineers)
• Support playbook documented and tested
• Ticketing system operational (Zendesk or similar)
• Community platform ready (Discord/Slack)
• SLA response times defined and tested

Legal & Compliance:

• Legal documents finalized for public use
• Privacy audit passed
• Terms of Service reviewed for all pricing tiers
• Refund policy defined
• Data retention and deletion policies documented

Business Readiness:

• Pricing validated (survey + conversion data)
• Revenue projections modeled (conservative, base, optimistic)
• Cash flow projections for 6 months post-GTM
• Hiring plan ready (support, sales, engineering scale-up)

Governance:

• Quality Assurance Board recommends approval
• Executive Steering Committee unanimous vote

Go/No-Go Decision: If NPS <60 OR <40% conversion OR >10 P1/P2 bugs → NO GO (extend pilot)

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Communication Plan

Internal Communication

Development Phase

• Daily: Standup (Slack or 15-min video)
• Weekly: Sprint review (1 hour, demo progress)
• Monthly: Steering Committee meeting (2 hours, strategic review)
• Ad-hoc: Blocker escalations (Slack #engineering-blockers)

Beta Phase

• Daily: Beta triage meeting (30 min, review bugs and feedback)
• Weekly: Steering Committee meeting (1 hour, beta progress)
• End-of-phase: Beta retrospective (2 hours, lessons learned)

Pilot Phase

• Daily: Support triage (30 min, review tickets and Slack)
• Bi-weekly: Steering Committee meeting (1 hour, pilot progress)
• End-of-phase: Pilot retrospective (2 hours, lessons learned)

GTM Phase

• Weekly: Growth meeting (1 hour, marketing/sales/product)
• Bi-weekly: Steering Committee meeting (1 hour, GTM metrics)
• Monthly: All-hands (1 hour, company update)

External Communication

Beta Users

• Onboarding: Welcome email with setup guide and Slack invite
• Weekly: Office hours (1 hour, open Q&A)
• Weekly: Beta update email (bug fixes, new features, asks)
• End-of-phase: Thank you email with pilot invitation

Pilot Users

• Onboarding: Welcome email with setup guide and Slack invite
• 3x weekly: Office hours (1 hour, open Q&A)
• Bi-weekly: Pilot update email (progress, new features, case study requests)
• End-of-phase: Thank you email with GTM pricing offer

GTM Users

• Onboarding: Automated welcome email sequence (day 0, 1, 3, 7, 14, 30)
• Monthly: Product update newsletter (new features, tips, case studies)
• Quarterly: User survey (NPS, feature requests, satisfaction)
• Ad-hoc: Service status updates (incidents, maintenance)

Press & Media

Beta Phase

• No external communication (NDA)

Pilot Phase

• No proactive press (invite-only)
• Reactive only if inbound inquiries

GTM Launch

• Week -2: Press release to tech media (TechCrunch, VentureBeat, etc.)
• Week -1: Embargo briefings with select journalists
• Week 0: Launch announcement on social media, blog, Product Hunt
• Week 1-4: Ongoing PR outreach and follow-ups
• Month 2+: Quarterly press updates (metrics, new features, funding if applicable)

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Budget & Resource Allocation

Development Budget (Months 1-6)

Category	Budget	Notes
Engineering	$720K	6 engineers × $120K/year × 6 months
Infrastructure	$30K	GCP, GitHub, CI/CD, monitoring
Tools & Licenses	$15K	Development tools, SaaS subscriptions
Security Audit	$25K	External security firm
Legal	$50K	EULA, NDA, terms, privacy policy
Contingency (15%)	$126K	Buffer for overruns
Total	$966K

Beta Budget (Month 7)

Category	Budget	Notes
Engineering	$120K	6 engineers × $120K/year × 1 month
Infrastructure	$5K	GCP, monitoring
User Incentives	$5K	Swag, gift cards for beta users
Tools	$2K	Survey tools, analytics
Contingency (10%)	$13K
Total	$145K

Pilot Budget (Months 8-9)

Category	Budget	Notes
Engineering	$240K	6 engineers × $120K/year × 2 months
Product Management	$35K	1 PM × $105K/year × 2 months
Support	$30K	1 support engineer × $90K/year × 2 months
Infrastructure	$15K	GCP scale-up, monitoring
Marketing	$20K	Pilot recruitment, case study production
User Incentives	$10K	Discounted pricing, swag
Tools	$5K	Survey tools, analytics, CRM
Contingency (10%)	$36K
Total	$391K

GTM Budget (Months 10-12, first 3 months)

Category	Budget (3 months)	Notes
Engineering	$450K	9 engineers (scale-up) × $120K/year × 3 months
Product Management	$52K	1 PM × $105K/year × 3 months
Support	$135K	3 support engineers × $90K/year × 3 months
Sales & Marketing	$105K	2 marketing/sales × $105K/year × 3 months
Infrastructure	$40K	GCP scale-up, CDN, multi-region
Marketing Spend	$150K	SEM, content, events (per earlier section)
Tools	$15K	CRM, marketing automation, support tools
Legal & Compliance	$20K	SOC 2 prep, ongoing legal
Contingency (10%)	$97K
Total	$1,064K

Summary Budget (10 Months)

Phase	Duration	Budget	Cumulative
Development	6 months	$966K	$966K
Beta	1 month	$145K	$1,111K
Pilot	2 months	$391K	$1,502K
GTM	3 months	$1,064K	$2,566K

Total Investment Required: $2.566M (development through first 3 months of GTM)

Revenue by Month 12: $150K MRR = $1.8M ARR (annual run rate)

Burn Rate: ~$256K/month (average over 10 months)

Runway Needed: 12 months minimum (prefer 18 months = $3.85M raise)

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Appendices

Appendix A: Beta Test Scenarios

Scenario 1: Individual Developer Onboarding

1. User visits coditect.ai and clicks "Get Started"
2. Authenticates with GitHub OAuth
3. Accepts EULA and NDA
4. Receives access token
5. Runs coditect-setup.py CLI installer
6. Creates first project using guided tutorial
7. Uses Git helper to start session and make commits
8. Exports project and reviews MEMORY-CONTEXT

Success Criteria: Completed in <30 min without support escalation

Scenario 2: Team Collaboration

1. Team lead invites 2 team members
2. Team members complete onboarding
3. Team creates shared project
4. All 3 members contribute to project
5. Team lead reviews contributions in admin panel
6. Team exports project for external sharing

Success Criteria: All 3 members successfully collaborate

Scenario 3: User Offboarding

1. Admin identifies user for offboarding
2. Admin initiates offboarding in admin panel
3. System revokes access token
4. System logs offboarding event with reason and timestamp
5. User attempts to download CODITECT framework → denied
6. User attempts to use CLI → denied

Success Criteria: Access fully revoked within 5 minutes

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Appendix B: Pilot User Application Form

CODITECT Pilot Program Application

Thank you for your interest in the AZ1.AI CODITECT Pilot Program! We're looking for engaged users across diverse segments to help us validate product-market fit.

Contact Information:

• Full Name: ___________
• Email: ___________
• Company (if applicable): ___________
• Role/Title: ___________
• LinkedIn: ___________
• GitHub: ___________

User Profile:

• Individual Developer
• Small Team (2-10 people)
• Business (10+ people)
• Consultant/Freelancer
• Auditor/Advisor

Team Size (if applicable): ___________

Use Case: Please describe how you plan to use CODITECT (150-300 words):

Current Workflow: What tools/processes do you currently use for project management and development? (100-200 words):

Pain Points: What are your biggest challenges with your current workflow? (100-200 words):

Commitment:

• I commit to using CODITECT actively for 8 weeks
• I commit to providing weekly feedback
• I'm willing to participate in 1-2 user interviews (30 min each)
• I'm open to being featured in a case study (if selected)

Availability:

• I can start within 1 week
• I can start within 2-4 weeks
• I need >4 weeks to start

How did you hear about CODITECT?

• LinkedIn
• Twitter/X
• Hacker News
• Personal referral (name: ___________)
• Other: ___________

Anything else you'd like us to know?

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Thank you for applying! We'll review your application and respond within 5 business days.

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Appendix C: Case Study Template

CODITECT Case Study: [User Name/Company]

User Profile:

• Name/Company: ___________
• Industry: ___________
• Team Size: ___________
• Use Case: ___________

Before CODITECT:

• Challenge: [200-300 words describing the problem]
• Previous Tools: [List of tools used]
• Pain Points: [Specific issues they faced]
• Metrics: [Quantify the problem - time wasted, errors, etc.]

CODITECT Implementation:

• Onboarding: [How they got started]
• Adoption: [How they integrated CODITECT into workflow]
• Features Used: [Which CODITECT features were most valuable]
• Timeline: [How long to see value]

Results:

• Improvements: [Qualitative improvements]
• Metrics: [Quantifiable results - time saved, quality improved, etc.]
• ROI: [If applicable]

Quote:

"[Testimonial from user about their experience with CODITECT]"

— [Name, Title, Company]

Key Takeaways:

• [Bullet point 1]
• [Bullet point 2]
• [Bullet point 3]

Media:

• [Screenshot or photo]
• [Optional: Video interview link]

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Appendix D: Phase Transition Checklist Template

Phase Transition: [Phase A] → [Phase B]

Date: ___________ Prepared by: ___________ Reviewed by: ___________

Go/No-Go Recommendation: [ ] GO / [ ] NO GO

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Success Metrics Review:

Metric	Target	Actual	Status
[Metric 1]	[Target]	[Actual]	✅ / ❌
[Metric 2]	[Target]	[Actual]	✅ / ❌
...	...	...	...

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Exit Criteria Review:

• Criterion 1: [Description] → Status: [Complete/Incomplete/Blocked]
• Criterion 2: [Description] → Status: [Complete/Incomplete/Blocked]
• ...

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Outstanding Issues:

Issue ID	Description	Severity	Status	Mitigation
[ID]	[Description]	P1/P2/P3	Open/Resolved	[Plan]
...	...	...	...	...

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Key Learnings:

1. [Learning 1]
2. [Learning 2]
3. ...

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Recommendations for Next Phase:

1. [Recommendation 1]
2. [Recommendation 2]
3. ...

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Quality Assurance Board Recommendation:

• Approve transition to [Phase B]
• Conditional approval (conditions: _________)
• Reject transition (reasons: _________)

Signatures:

• Technical Lead: ___________ Date: ___________
• QA Lead: ___________ Date: ___________
• Security Lead: ___________ Date: ___________

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Executive Steering Committee Decision:

• Approve transition to [Phase B] (unanimous vote required)
• Reject transition

Signatures:

• CEO: ___________ Date: ___________
• VP Engineering: ___________ Date: ___________
• VP Product: ___________ Date: ___________
• VP Sales & Marketing: ___________ Date: ___________
• Legal Counsel: ___________ Date: ___________

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Document Control

Revision History:

Version	Date	Author	Changes
1.0	2025-11-15	Hal Casteel	Initial draft

Approval:

• CEO: ___________ Date: ___________
• VP Engineering: ___________ Date: ___________
• VP Product: ___________ Date: ___________

Next Review Date: ___________

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END OF DOCUMENT

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