1
Technical Infrastructure
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Data integration across all marketing platforms (CRM, email, social, advertising)
HIGH
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API connections to major advertising channels (Google Ads, Facebook, LinkedIn, etc.)
HIGH
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CRM integration for sales conversation analysis and lead scoring
MED
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Social listening tools with sentiment analysis capabilities
HIGH
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Automated reporting and dashboard capabilities
MED
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Competitive intelligence monitoring tools
MED
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Clear decision-making authority defined (who can approve automated actions)
HIGH
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Budget reallocation approval thresholds established ($500, $1K, $5K limits)
HIGH
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Brand safety guidelines documented and programmed
MED
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Performance benchmark baselines established for all key metrics
HIGH
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Team communication protocols for automated decisions
MED
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Rollback procedures documented for underperforming automated actions
HIGH
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Key stakeholders trained on rapid decision framework methodology
HIGH
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Approval processes streamlined (not eliminated) for efficiency
MED
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Success metrics clearly defined and agreed upon by all stakeholders
HIGH
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Weekly protocol review sessions scheduled and calendar-blocked
MED
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Change management plan created for team adoption
MED
4
Compliance & Risk Management
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Legal review of automated decision-making processes completed
HIGH
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Data privacy compliance verified (GDPR, CCPA, etc.)
HIGH
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Industry-specific compliance requirements addressed
MED
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Audit trail capabilities implemented for all automated actions
MED
90-Day Implementation Timeline
Week 1-2
Technical infrastructure setup and data integration
Week 3-4
Process documentation and approval workflow creation
Week 5-6
Team training and change management implementation
Week 7-8
Pilot testing with Phase 1 (Intelligence Gathering) only
Week 9-10
Phase 2 implementation (Insight Synthesis)
Week 11-12
Full protocol deployment and optimization
Implementation Readiness Summary
0
Total Items
0
Completed
0
High Priority
0%
Readiness Score