Chapter 1 · Ready, and proven ready
The go-live review
Going live is a decision, not a date. A short meeting with the right people checks a written list, every item green or not, and the plant manager says go or not yet. Then the platform reaches the floor one line and one shift at a time, with paper still at hand, so nothing the floor depends on rests on a single morning.
30 min12-point gateDecided and written downPilot, then parallel
By the end of this chapter you can
- Run a go/no-go review against a written checklist with pass or fail criteria.
- Choose a cutover strategy and explain why a pilot with a parallel week is the safe default.
- Plan the pilot week by week, with the evidence that allows each next step.
- Treat go-live as a managed change, with a way back to paper.
Google's site reliability engineers run every launch against a checklist, because launches fail on the items nobody thought to check, not on the clever parts [1]. A plant has the same habit for equipment: a new machine is commissioned against a list before production runs on it. Your platform deserves the same.
The checklist
Eight points come from the certification practical: they prove the platform. Four more prove the floor is ready. Every item is pass or fail; "nearly" is fail.
| Floor item | Pass when |
|---|---|
| Pilot crew trained | Every operator and supervisor on the pilot line and shift has done the four-step instruction (chapter 2) on the screens they will use |
| Paper fallback printed | Blank paper forms for one full shift are at each pilot station, and the supervisor knows when to switch to them |
| Support rota | A named person is reachable on every pilot shift for the first two weeks, with the runbook to hand |
| Floor told | The date, the line, the shift, why it is changing and who to ask are on the shift notice board and said at the start-up meeting |
The go/no-go meeting
- Who: the plant manager (decides), the pilot line's supervisor, the platform owner, quality, and IT if any item touches the network or accounts.
- How long: 30 minutes. The checklist is sent the day before with evidence linked for each item.
- How: read each item, look at its evidence, mark it green or red. Any red is "not yet", with an owner and a new date.
- Record: the decision, the date, who decided, and the checklist as it stood, saved in the repository next to the runbook.
Cutting over
| Strategy | For | Against |
|---|---|---|
| Big bang | Quick; one training push | Every problem hits every line at once; no comparison |
| Pilot | Problems hit one line; lessons improve the rollout | Two ways of working for a few weeks |
| Pilot with a parallel week | Results compared day by day before paper stops | The pilot crew does double entry for a week |
The default for a plant platform is the third: a pilot on one line and one shift, with paper kept for the first week. Double entry for a week is a real cost to the pilot crew, so keep that week short, thank them, and use what they find.
What "match" means
Each day of the parallel week, the supervisor compares the platform's numbers with the paper's: entries per shift, total downtime minutes, scrap counts, quality checks done. Agree the tolerance in advance (for example, the same number of entries and downtime totals within five minutes). A difference is not a failure; an unexplained difference is. Find out why before moving on.
The way back
Write down in advance what makes you go back to paper on the pilot line (for example, the platform unavailable for more than 30 minutes, or entries lost) and who decides. Going back is not a defeat; it is the paper fallback doing its job while the runbook is followed.
You need: The checklist above, your repository, the runbook, the people listed
You will run the review that decides your go-live.
Outcome: A recorded go or not-yet decision, with the evidence behind it and a pilot plan ready.
Knowledge check
Seven of the eight platform items are green, but the paper fallback is not printed. What does the review decide?
Knowledge check
Why run a parallel week on the pilot line?
Knowledge check
In the parallel week, the platform shows 12 fewer downtime minutes than paper on Tuesday. What next?
References
- Google SRE book: Reliable product launches at scale. https://sre.google/sre-book/reliable-product-launches/
- ISO 9001:2015 Quality management systems: Requirements. https://www.iso.org/standard/62085.html
- OSHA 29 CFR 1910.119: Process safety management of highly hazardous chemicals. https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.119
Chapter 2 · Training, support and who owns what
Handover to the floor
A platform the floor does not use is a cost with no return. People adopt a new way of working when they know why it is changing, can do it confidently, and get help the moment they are stuck. This chapter covers the training, the first two weeks of close support, and who owns the platform once the project is over.
30 minTWI Job InstructionTwo weeks of hypercareOne owner per activity
By the end of this chapter you can
- Teach each screen at the line with the four-step TWI Job Instruction method.
- Run two weeks of close support with a floor walker, line champions and a daily review.
- Set up the support path from the floor to the platform owner and IT.
- Agree who is responsible and accountable for the platform in normal running.
Why people adopt, or do not
Change practitioners often describe what a person needs in order to change in five steps: awareness of why, desire to take part, knowledge of how, the ability to do it, and reinforcement so it sticks (Prosci's ADKAR model) [1]. The platform's design already helps with ability: big targets, few fields, works offline. The rest is up to you: explain why at the start-up meeting, train on shift, and show the floor that what they report gets fixed.
Training at the line
Training Within Industry (TWI) was developed in the United States during the Second World War to train new workers fast, and its Job Instruction method is still used in plants today [2]. It fits a new screen well: short, at the workstation, on shift.
- Before: break each screen into its important steps and key points ("tap the line, then the reason; the timer starts on its own"). Print one card per station.
- Prepare: at the tablet, say what is changing and why: "no more typing these up at the end of the shift; your supervisor sees it straight away."
- Present: do it once, slowly, saying each step and key point.
- Try out: they do it and tell you each step; correct gently at once; repeat until they can do it and explain it.
- Follow up: come back during the shift, then the next day; tell them who the line champion is.
Hypercare: the first two weeks
- Week 1: a floor walker on every pilot shift, usually the platform owner or a champion, standing near the tablets for the first hour and checking back after breaks.
- A feedback channel the floor can reach in seconds: a whiteboard by the line, or a "something's wrong" button on the operator screen that records the screen, the time and a sentence.
- A ten-minute daily review with the supervisor: yesterday's comparison with paper, the questions raised, what was fixed. Small fixes go through the pipeline the same day and are announced at the next start-up meeting.
- Week 2: champions answer, the owner is on call. Hypercare ends when questions are down to one or two a day and the comparison matches.
Who to ask
Print the support path on the station card with names and phone numbers for each shift. The supervisor's question is always the same: can the floor carry on, on the platform or on paper? The platform owner's tool is the runbook from Session 18.
Ownership after go-live
When the project ends, the platform becomes part of how the plant runs. Write down who does what, with exactly one person accountable for each activity. A RACI chart does this on one page: Responsible, Accountable, Consulted, Informed.
| Measure of adoption | Where to read it | Healthy after a month |
|---|---|---|
| Entries per shift against expected | The manager view (Session 11) | Within the agreed tolerance of paper |
| Paper forms still used | Ask the supervisor; check the paper tray | Only during a fallback |
| Time from entry to supervisor review | The review queue | Within the shift |
| Requests raised and fixed | The feedback channel and merged pull requests | Requests keep coming, and most are fixed within a week |
You need: The pilot line's tablets, printed station cards, the support path with names, the runbook
You will train the pilot shift and put the support around it.
Outcome: A trained pilot crew, a champion, a working feedback channel and a written split of ownership.
Knowledge check
Which step of TWI Job Instruction has the operator do the task and explain each step back?
Knowledge check
During hypercare an operator reports a confusing button label. What is the right response?
Knowledge check
In a RACI chart, how many people are accountable for each activity?
References
- Prosci: The ADKAR model. https://www.prosci.com/methodology/adkar
- TWI Institute: Training Within Industry. https://www.twi-institute.com/
Chapter 3 · Show it working, point by point
The certification practical
The practical is a live review: you show a CivOps reviewer your deployed platform meeting eight points, each with evidence you built during the course. Together with the unit checks, the five homework assignments and the exam, it earns the Foundation certificate. After it, the platform is simply part of how your plant runs.
25 min8 points, liveEvidence, not slidesThen 30, 60, 90 days
By the end of this chapter you can
- Prepare the evidence for each of the practical's eight points.
- Hand in the practical and know what the reviewer will check.
- Know what the Foundation certificate needs: unit checks, homework, exam and practical.
- Plan the first 90 days after go-live.
The eight points and their evidence
| Point | What the reviewer sees | How to prepare |
|---|---|---|
| Deployed from the repository by someone other than you | A merged pull request by a second person, and the deployment it produced | Ask your second owner to merge a small change the week before |
| Row-level security on every table, generated from the matrix | The generated policies, a table list with none missing, and the per-role tests passing | Run the access tests; open the matrix next to the policies |
| A new route is refused until the matrix opens it | The default-deny test, and a request to an unlisted route refused live | Keep a test route ready that is not in the matrix |
| Operator, supervisor and manager surfaces pass the phone check | The three screens on a phone at 390 px, with 44 px tap targets [2], and the audit output | Run the phone audit; bring a phone |
| A record travels from the operator screen through review to the manager view | One record entered, approved and seen on the dashboard, live | Use a demo login per role on the staging data |
| Quality clamps and the OWASP Top 10 suite pass [1] | The latest CI run, green | Re-run CI on main the day before |
| The runbook's restore was tested and timed | The drill log entry with date, who and minutes | Do a fresh restore drill within the last month |
| The IT approval package matches what runs | The approved tag and the drift check green on main | Check nothing has drifted since sign-off |
Handing it in
- On the course page, open the practical ("your deployed spine, checked against 8 points").
- Hand in the deployed address, the repository link and two or three times that suit you for a live review. Give the reviewer read access to the repository through GitHub; never send passwords or keys.
- Prepare demo logins for each role on the staging data, and share them through your company's password manager or a one-time link, not in the hand-in notes.
- In the review, go point by point. If a point fails, the reviewer says what is missing; fix it and book another review.
The Foundation certificate
| Part | What it needs |
|---|---|
| Unit checks | One short check per unit, passed |
| Homework | All five assignments accepted against their rubrics |
| Certification exam | 25 questions in 45 minutes, 80% to pass; it opens once every unit check is passed |
| Practical | All eight points shown on the live platform |
Homework 5, due at the end of this week, collects the last pieces: the OWASP suite results (Session 17), the runbook (Session 18), the IT approval package (Session 19) and the cost comparison (Session 20).
After go-live: 30, 60, 90 days
| When | Do | Evidence |
|---|---|---|
| Day 30 | Retire paper on all lines; cancel the subscriptions the platform replaced; first monthly drill and bill review | Cancelled invoices; drill log; adoption measures |
| Day 60 | Re-time the three tasks from Session 20 and update the cost case with real numbers | The updated one-page case |
| Day 90 | Review with the plant manager: what the platform changed for the decision in your intent (Session 2), and what to build next | A short written review; the next intent page |
The next intent page starts the cycle again for the next problem, on the same spine: same accounts, same matrix, same pipeline, same runbook. That is what the spine was for.
You need: Your platform, repository, phone, drill log, IT package tag and the course page
You will gather the evidence for every point and book the live review.
Outcome: The practical handed in with evidence for every point, and the first 90 days planned.
Knowledge check
How does the reviewer get access to your code for the practical?
Knowledge check
Which is the strongest evidence for 'the restore was tested and timed'?
Knowledge check
What happens at day 90 after go-live?
References
- OWASP Top 10. https://owasp.org/Top10/2025/
- W3C: Understanding WCAG 2.2 success criterion 2.5.5, Target Size (Enhanced). https://www.w3.org/WAI/WCAG22/Understanding/target-size-enhanced.html
- Google SRE book: Reliable product launches at scale. https://sre.google/sre-book/reliable-product-launches/
Chapter 4 · 12 questions · 80% passes
Final assessment
Twelve questions across the element. Score 80% (10 of 12) to pass. Your LMS records your score and each answer; you can review the chapters and try again.
15 min12 questions≈ 15 minutesRetake allowed
Your result
CivOps AI Academy
Go Live: the Go-Live Review, Handover to the Floor and the Certification Practical
Element F21 complete · Learner
Your LMS records this completion. For the CivOps Foundation certificate, finish the Foundation Course at https://civops.io/learn.