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Adoption and Old-Route Retirement Checklist

A new route is not adopted while the old route remains equally valid.

Before the pilot

• [ ] The problem and desired outcome are clear.
• [ ] The people doing the work helped shape the route.
• [ ] One owner and their authority boundary are visible.
• [ ] The minimum information and canonical place are agreed.
• [ ] The exception path is clear.

During live use

• [ ] Test on real work.
• [ ] Notice what is ignored, duplicated, delayed or misunderstood.
• [ ] Ask what the route adds and removes.
• [ ] Simplify before adding fields, approvals or automation.
• [ ] Review one useful signal.

Retire the old route

• [ ] Name the spreadsheet, chat, inbox, notebook or workaround that stops being authoritative.
• [ ] Move live work that still matters.
• [ ] Tell everyone when the old route stops counting.
• [ ] Remove duplicate forms, links and permissions where appropriate.