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The six-month rollout review
Five checkpoints that keep role fit, sustained use, people outcomes and sales outcomes in one review.
| Stage | Question | Evidence to bring |
|---|---|---|
| Before training | Which sales activities will the system augment, standardize, or make feel replaceable? | Role map, customer-interaction map, and short interviews with users and managers |
| After training | Do people perceive relative advantage, job fit, and professional fit? | The same short survey for every user, plus open explanations of the score |
| Month 3 | Is use sustained after the novelty and training support have faded? | Usage by role and activity, repeat fit measures, and examples of work the system changed |
| Month 6 | What changed in absenteeism, turnover, and sales performance? | Preimplementation comparison, absence and exit records, contracts or volume, and customer-work evidence |
| Review | What must be redesigned before expanding the rollout? | A decision log tied to activities and roles, with no universal adoption threshold |
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Reference & Evidence
Source: Author's operating instrument, derived from Speier & Venkatesh (2002) and Stein, Smith & Lancioni (2013). Not a validated scale or a benchmark.
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