Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple
Eight sessions across five days start UAT on Mon 8 Feb 2027. UAT runs to Fri 12 Mar and sign-off is Wed 17 Mar.
Changed in v0.2 Updated v0.2
Louise Chen's complaint category list is now due Fri 5 Feb, moved from Fri 29 Jan, and the Complaints and advocacy session on Wed 10 Feb depends on it. From T5 (changes C-6 and C-7).
Business banker session set at 7:30am for 90 minutes before client calls. From T4 (change C-4).
The Compass Assist guardrails gate moves from Fri 26 Mar to Fri 9 Apr, so the Risk and compliance session now feeds a gate after UAT closes. From T5 (change C-3).
Version raised to v0.2 (change C-7).
WhenMon 8 to Fri 12 Feb 2027
One session per team, at a fixed time for that team. Contact centre sessions are at 10:30am, bankers at 7:30am. All times are AEDT, so Victoria and NSW share the same clock time.
Format30 minutes, then 1 hour
A 30-minute overview of how UAT runs, then one hour of hands-on training in the test environment. Offered by video, with a recording the same day.
Once the session endsEach tester begins their test scripts
A 30-minute debrief each day at 12:30pm. Weeks 2 to 4 are testing and retest. Week 5 is finish, with sign-off on Wed 17 Mar.
UAT at a glance
8 Feb
15 Feb
22 Feb
1 Mar
8 Mar
15 Mar
Kick-off sessions
Mon 8 to Fri 12 Feb
Testing
Scripts run, daily debrief at 12:30pm. Mon 8 Mar paused for Labour Day
Retest and finish
Retest, close defects. Ends Fri 12 Mar
Sign-off
Wed 17 Mar
The window is five weeks, Mon 8 Feb to Fri 12 Mar 2027. Labour Day, Mon 8 Mar, is a Victorian public holiday and UAT is paused that day (Victorian public holidays 2027). Victorian Term 1 is under way throughout, so the session week has no school-holiday clash.
Kick-off sessions by team
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Day 1, Mon 8 Feb
CRM platform team
Wave 1, head office, 30 people
1:30pm to 3:00pm AEDT
1:30pmOverview: how UAT runs, how to log a defect, who triages
2:00pmTraining: configure and test a case type and a user role in the test environment
3:00pmTesters start scripts; first debrief Tue 9 Feb
Preparation status
Overview slides
Hands-on material
Scripts loaded
Testers
Anika Rao
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
Change lead (attends every session)
Jorge Alvarez, Northgate Digital (attends every session)
Platform team goes first. They hold the admin access the other sessions depend on.
Day 2, Tue 9 Feb
Contact centre, Docklands
Wave 1, 200 people, shift based
10:30am to 12:00pm AEDT
10:30amOverview: UAT rules, defect log, what Compass Assist drafts and what the agent must review
11:00amTraining: identify a customer, log a case, resolve or escalate, review a drafted case note
1:30pmOverview: UAT rules and how test findings reach the guardrails test set
2:00pmTraining: logging, reading the audit trail and reviewing drafted text in Compass Assist
3:00pmTesters start scripts; findings feed the approval gate on Fri 9 Apr
Preparation status
Overview slides
Hands-on material
Scripts loaded
Testers
Ben Okafor
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
To be nominated by the team lead
Change lead (attends every session)
Jorge Alvarez, Northgate Digital (attends every session)
The gate for Compass Assist guardrails is now Fri 9 Apr. UAT closes before the test set can be complete.
Day not fixed
Make-up session
For anyone who misses their team session
TBC: day and time
Option 1Fri 12 Feb, 1:30pm to 3:00pm, by video
Option 2Mon 15 Feb, 10:30am to 12:00pm, by video
Preparation status
Overview slides
Hands-on material
Scripts loaded
The recording of the original session is sent to everyone who misses it. Sam Petrovic confirms one of the two options by Fri 5 Feb.
What the sessions depend on
Four of these inputs fall due on Fri 5 Feb, the Friday before the first session. A late input moves the session it feeds, not the whole week.
Input
Owner
Due
What waits for it
Complaint category list mapped for Service Cloud
Louise Chen (action A-14)
Fri 5 Feb (was Fri 29 Jan)
Complaints and advocacy session on Wed 10 Feb and the categorise and respond scripts. Updated v0.2 from T5
Written confirmation of the guardrails test set and the sign-off date
Fatima Haddad (action A-27)
Fri 5 Feb
Risk and compliance session on Fri 12 Feb and the Compass Assist scripts.
Scope of legacy CRM data that comes across (Q-01)
Jorge Alvarez
Fri 5 Feb
Test data load and the data migration scripts for every team.
Two more business banker champions named
Isla Fraser (action A-24)
Fri 5 Feb
Banker session on Thu 11 Feb and the Teams message from the champions.
Masked test data loaded, with no real customer data
Jorge Alvarez
Fri 5 Feb
All sessions; testers start scripts straight after training.
UAT script list shared
Jorge Alvarez
Shared Fri 15 Jan (T1)
Scripts for each team are checked against the processes in the as-is view.
Trap: Louise Chen's category list is the one input with a moved date and a regulated process behind it. If it lands after Fri 5 Feb the Complaints and advocacy session on Wed 10 Feb has nothing to categorise against, and complaint timers are tested late (risk R-08).
Approvers for UAT
UAT sign-off on Wed 17 Mar is given by Helen Marchetti on Daniel Nguyen's recommendation.
Fatima Haddad approves the Compass Assist test results separately. That approval is the guardrails gate on Fri 9 Apr, not the UAT sign-off.
Each team lead confirms their testers' results for their process before sign-off.
Jorge Alvarez confirms that every defect rated high is closed or has a workaround.
Names
Names come from team leads and the project team only. Where a team has none, the card says so and the lead is asked to nominate.
About 50 testers across eight teams, drawn from Victoria and NSW. Each lead confirms their list by Fri 5 Feb, before invitations go out.
Dev and Karina are first names only until Richard Vance's office confirms the surnames.
Change lead and Jorge Alvarez are on every list by default.
Cover note to the sponsor
Subject: UAT kick-off sessions, Mon 8 to Fri 12 Feb 2027
Helen, the UAT kick-off sessions are set for next week, one for each of eight teams. Four items need your attention before they start.
Each session runs 30 minutes of overview and one hour of training, at a time that suits the team: 10:30am for the contact centre, 7:30am for business bankers, and afternoons for branches and head office.
About 50 testers take part. Each team lead confirms their list by Fri 5 Feb, and where a team has no names the lead nominates.
UAT runs to Fri 12 Mar, with no testing on Mon 8 Mar for Labour Day. Sign-off is Wed 17 Mar and needs your decision.
Three inputs are due Fri 5 Feb: the complaint categories from Louise Chen (moved from Fri 29 Jan), written confirmation of the Compass Assist test set date from Fatima Haddad, and the legacy data scope from Jorge Alvarez.
The Compass Assist guardrails gate is now Fri 9 Apr, so UAT sign-off does not cover it.
Please confirm the sign-off date and that testers are released for their sessions by Fri 5 Feb.
Change lead
Sent with this schedule and the go / no-go checklist. A sent version is final. Later changes become a new version.
