30-Day Adoption Plan

Phased adoption roadmap for case-based project management.

Overview

Duration: 30 days
Outcome: Operational case management with first successful case
Team Commitment: 4-8 hours/week

Week 1: Foundation (Days 1-7)

Goals

• Team trained on CMMN
• Template selected
• First case created

Activities

Days 1-2: CMMN Training

• Complete Module 1 from curriculum
• Understand primitives and lifecycle
• Map current work to CMMN

Days 3-4: Template Selection

• Review pattern library
• Choose: Research, Development, Consulting, or Creative
• Customize for domain

Days 5-7: First Case Creation

• Define desired outcome
• Configure stages and sentries
• Assign CaseMembers
• Activate initial stage

Deliverables

• Team trained
• Template customized
• First case active

Week 2: Artifact Pipeline (Days 8-14)

Goals

• Pipeline operational
• TransitionTokens generating
• Capital valuation defined

Activities

Days 8-10: Define Artifact Types

• Map work products to stages
• Configure artifact templates
• Set up TransitionToken generation

Days 11-12: Test Pipeline

• Create cognitive artifacts
• Synthesize to intellectual
• Verify lineage

Days 13-14: Capital Policy

• Define Exchange Rate Policy
• Set approval thresholds
• Document valuation criteria

Deliverables

• Pipeline operational
• Lineage verified
• Capital policy documented

Week 3: PM-Agent Integration (Days 15-21)

Goals

• PM-Agent configured
• Task assignment working
• Sentries evaluating

Activities

Days 15-17: Configure PM-Agent

• Set up Knowledge Base
• Define assignment rules
• Configure sentry evaluation

Days 18-19: Test Orchestration

• Create discretionary tasks
• Verify assignments
• Review decision logs

Days 20-21: Refine

• Adjust rules based on tests
• Add domain-specific sentries
• Document configuration

Deliverables

• PM-Agent operational
• Assignments accurate
• Sentries working

Week 4: Launch and Scale (Days 22-30)

Goals

• First case completed
• Lessons documented
• Scale plan created

Activities

Days 22-24: Complete Pilot

• Progress through all stages
• Generate artifacts
• Achieve desired outcome

Days 25-27: Retrospective

• What worked?
• What needs improvement?
• Sentry refinements?

Days 28-30: Scale Planning

• Create additional templates
• Train more team members
• Plan next 5 cases

Deliverables

• Pilot case complete
• Retrospective done
• Scale plan ready

Success Metrics

Next Steps

Month 2: Roll out to 3-5 additional cases
Month 3: Measure artifact reuse and capital value
Ongoing: Continuous improvement and template refinement

Last Updated: January 2026