First-week operational checklist
Use a first-week checklist to avoid common rollout gaps in policy, training, and approvals.
Summary
- Use a first-week checklist to avoid common rollout gaps in policy, training, and approvals.
- Use this guide to complete the workflow with audit-ready evidence and ownership.
- If you hit a blocker, run troubleshooting first, then escalate with context.
Steps
1. Day 1 to 2: finish onboarding and generate your baseline
Complete the core onboarding profile, then generate drafts for the four core categories (COMPLIANCE, DATA_PROTECTION, IT_SECURITY, OPERATIONS) from /dashboard/policies/new.
2. Day 3 to 4: review, approve, and publish
Work each draft through /dashboard/approvals, resolve reviewer comments, and confirm each core category reaches PUBLISHED status.
3. Day 5: invite your team
Once /dashboard/team shows Invite Member (not Unlock Team Rollout), send invitations and assign day-0 training from /dashboard/training.
4. Day 6 to 7: check posture and set a review cadence
Open /dashboard/posture to see your starting compliance score, then set a recurring quarterly check-in habit at /dashboard/check-in.
Verification
- All four core categories show PUBLISHED, not draft or in-review, by day 4.
- Invited staff can sign in and see their required training within 24 hours of accepting.
- /dashboard/posture shows a baseline score instead of an empty state by end of week one.
Troubleshooting
Team rollout is still locked by day 5.
Go back to the core policy baseline article. At least one of the four core categories is still a draft, pending approval, or archived.
Workflow screenshots
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