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CoE launch roadmap

Turns an agreed CoE charter and operating model into a dated launch plan across the Establish, Foundation, Deliver and Scale phases - workstreams, milestones, exit criteria, quick-win selection, first-ninety-day actions, dependencies, launch communications and go or hold decisions at each phase boundary. Use when the CoE is approved and needs a plan to start, or when a launch has drifted with no clear next milestone.

Department
AI Centre of Excellence
Lifecycle
Mobilise, Launch, Deliver, Scale
Maturity
explorer, adopter, builder, scaler
Risk tiers
0, 1, 2
Platforms
platform-neutral
Editions
starter, scale, enterprise
Reviewers
none
Status
draft
Copilot Cowork
AI Centre of Excellence plugin for Copilot Cowork, or this skill on its own: Download SKILL.md
Licence
CC BY 4.0, by Simon Foote

Purpose

An approved CoE needs a plan that turns intent into the first visible results within a few months. This skill builds that plan: the four launch phases with dated milestones and exit criteria, the workstreams that run through them, the selection of quick wins, the first ninety days in detail, and a go or hold decision at each phase boundary. Launches go wrong by announcing the CoE before it can respond to anyone, by starting builds before the backlog and knowledge register exist, and by treating the phase dates as commitments rather than moving on when the exit criteria are met.

When to use

When not to use

Questions to ask first

  1. What did the readiness assessment conclude, and which conditions are still open?
  2. When does the sponsor expect to see the first live result, and is that realistic for the capacity agreed?
  3. Which pillars are active at launch, and which are deferred to later phases?
  4. Which existing agents, automations or ideas could become quick wins, and do they have owners?
  5. What fixed dates or dependencies matter: budget cycles, Copilot rollout waves, policy approvals, partner availability?

Required inputs

Where capacity or dates are unknown, mark them [To confirm] in the plan and make confirming them an Establish milestone. Never commit a phase date that depends on unconfirmed capacity.

Decision framework

Use four phases. Durations are typical starting points; exit criteria, not dates, decide when a phase ends.

PhaseTypical durationWorkstream focusExit criteria
EstablishAbout a monthSponsor, team, forums, collaboration space, readiness conditionsSponsor commitment agreed; lead and core team in place with agreed time; forums scheduled; collaboration space live; front door ready but not yet announced
FoundationAbout a monthIntake and backlog, knowledge register, risk tiers and register, Champions links, baselinesBacklog live with first ideas framed; knowledge register started; approved-use guidance and tiers in use; first quick wins chosen with owners and baselines
DeliverTwo to three monthsQuick wins, first agents or automations, adoption, value measurementQuick wins live with owners; first value measured against baseline; first value review held
ScaleOngoingReuse, wider rollout, new pillars or spokesPatterns reused by other teams; pipeline flowing within service levels; maturity reviewed

Select quick wins with explicit tests.

TestQuick win ifNot a quick win if
TierTier 0 or 1, or tier 2 with reviews already availableNeeds tier 3-4 assurance
OwnerA business owner is ready and keenOwnership is disputed
KnowledgeSources are owned and readyContent needs clean-up first
VisibilityMany people will notice the resultBenefits a single person
MeasureBaseline exists or can be captured nowNo measurable outcome
EffortFits within the Deliver phase on available capacityNeeds a partner or platform not yet in place

At each phase boundary the sponsor makes a go or hold decision. Hold is the right answer when exit criteria are not met; a short hold costs less than starting Deliver without a backlog or knowledge register.

Practitioner approach

Start with the open readiness conditions. Each becomes an Establish or Foundation milestone with an owner and date. If a "before launch" condition is still open, the first milestone is closing it, and nothing is announced until it is.

Lay out the workstreams that run across the phases: sponsorship and governance, team and ways of working, opportunity pipeline, knowledge, delivery, adoption and Champions, and value. For each, write the milestones per phase and who owns them. Keep milestones as outcomes ("backlog live with first ten ideas framed"), not activities ("hold workshop").

Plan the first ninety days in detail and the rest in outline. Week by week for Establish, fortnight by fortnight for Foundation, and monthly beyond that. Detailed plans for month six are fiction at this stage; outline them and replan at each phase boundary.

Choose quick wins during Foundation, not before. Pull candidates from the backlog and from existing agents or automations that only need an owner and a little work. Apply the tests in the decision framework and pick two or three. More than that spreads a new team too thin. Capture each quick win's baseline before it starts, or its result will be an anecdote.

Sequence the announcement. Launch communications go out at the end of Foundation, when the front door works, triage is running and someone will respond to every idea. Coordinate with change-and-communications:ai-communication-strategy, and make the sponsor the voice of the announcement.

Map dependencies explicitly: approved-use guidance from the governance owner, environment readiness from IT, partner availability, Copilot rollout waves and budget decisions. Each dependency has an owner outside the CoE and a date it is needed by. Where a dependency slips, adjust the plan rather than hoping.

Hold a go or hold decision at each phase boundary in steering, using the exit criteria. Record the decision and any conditions. When a hold happens, write what must change and the new review date.

Write it all on the coe-launch-plan template and reflect the phase dates in the launch section of the coe-charter template. Review the plan at every steering meeting during launch; after Scale begins, the plan gives way to the CoE's normal cadence, roadmap and maturity reviews.

Outputs

Microsoft platform considerations

Platform dependencies often set the pace of Deliver: environments for makers, admin inventory, Copilot licence assignment and approved connectors. Confirm each with IT in Establish and check current availability and capability in references/sources.md. Route licensing questions to the Microsoft licensing guide or a licensing partner.

Adoption considerations

Do not announce before the CoE can respond. When it does launch, show a real quick win, a clear way to submit ideas and the people to talk to, and invite existing builders and Champions in first so they become early advocates.

Knowledge considerations

Make the knowledge register a Foundation exit criterion, because quick wins nearly always depend on content. A quick win that fails on stale knowledge damages trust in the CoE at the moment it most needs credibility.

Security and privacy considerations

Confirm in Establish that information security and the data protection officer can review tier 2 quick wins inside the Deliver phase. If they cannot, choose quick wins at tiers 0 and 1 rather than skipping reviews.

Responsible AI considerations

Exclude ideas that inform decisions about people, money, safety or rights from the quick-win list. They may still enter the backlog, but they need the full route, not a launch deadline.

Evaluation requirements

Each tier 2 quick win needs a test set and threshold before release, through m365-agents:agent-testing. Build the time for testing into the Deliver milestones rather than squeezing it at the end.

Value measures

Measure the launch by outcomes: phase exit criteria met on the planned date, time from launch to the first measured value, quick wins live with owners and baselines, and ideas received after the announcement. The CoE lead owns these and reports them at steering.

Scale notes

Starter

A one-page plan for an AI working group: two phases (set up, then deliver), one or two quick wins, and a monthly check with the sponsor.

Scale

The full four-phase plan with workstreams, a detailed first ninety days, two or three quick wins and phase decisions in steering.

Enterprise

The hub launches first and proves the model; spokes then launch on a repeatable version of the plan, each with its own readiness check, while the hub provides shared standards, patterns and specialists.

Hand-offs

Reviewer gates

Not applicable to the launch plan itself, which schedules work rather than releasing a solution. Quick wins at tier 2 pass security-privacy and the other gates their tier requires, and the plan must leave time for them.

Failure modes

Sources

references/sources.md in this skill lists the source records behind this skill, what each is authoritative for, how volatile it is and what you may do with it. Product availability, licensing, limits and preview status change often, so check the current source before stating them, and cite what you used.

Never

Source records for this skill

Microsoft Copilot adoption resources

Power Platform CoE Starter Kit

Microsoft Copilot Studio guidance documentation

Become a Champion (Microsoft Adoption)

Credit

This skill was created by Simon Foote as part of CopilotForge, licensed under CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). Credit the author when you share or adapt it.