Project Compass

Go / no-go checklist

Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple

Wave 1 Victoria goes live on Mon 19 Apr 2027 only when all 16 criteria below are ticked. Two criteria were added in v0.2.

Changed in v0.2 Updated v0.2

The guardrails approval criterion (3) moves from Fri 26 Mar to Fri 9 Apr 2027. From T5 (change C-3).
Criterion 10 is new: business banker pipelines pre-loaded for at least 90 percent of bankers by Fri 9 Apr. From T4 and T5 (change C-3).
Criterion 11 is new: complaint response drafts are labelled and editable. It records the answer to Q-05 from T5 (changes C-3 and C-5).
The count goes from 14 criteria to 16. The gate date also appears in the phased rollout and plan on a page (change C-7).

Run 1: UAT start

Before the first kick-off session on Mon 8 Feb. Environment, access, masked data and scripts. Not shown on this page.

Run 2: Wave 1 go-live

This page. Decision meeting before go-live on Mon 19 Apr. TBC: decision meeting, proposed Fri 16 Apr

Run 3: Wave 2 go-live

The same list for Mon 7 Jun, with Parramatta 150, NSW branches 260 and NSW bankers 35 (445 people). Decision meeting proposed Fri 4 Jun.

Trap: criterion 3 now falls on Fri 9 Apr, and the Compass Assist training demo uses the approved guardrails only. If approval slips past Fri 9 Apr, the criterion and the demo fail on the same day, with ten days left before go-live.

Before go-live

No.	Criterion	Owner
1	UAT is signed off by Helen Marchetti on Wed 17 Mar 2027, on Daniel Nguyen's recommendation, with no open defect rated high.	Daniel Nguyen
2	Data migration from the legacy CRM is reconciled: record counts match, a sample of records is checked by the business, and the scope settled under Q-01 is signed off.	Jorge Alvarez, Anika Rao
3	Compass Assist guardrails are approved in writing by Risk and Compliance by Fri 9 Apr 2027 (was Fri 26 Mar), ten days before go-live. Updated v0.2 from T5	Fatima Haddad
4	UAT used masked test data, and no real customer data was in the test environment at any point.	Anika Rao
5	Integration with the HR system and the core banking system is tested end to end: staff records load and customer balances read correctly.	Jorge Alvarez
6	Complaint case categories, timers and reporting are configured and tested against the complaints procedure (risk R-08).	Louise Chen
7	Accessibility is checked on the main screens for keyboard use and screen readers, and any gaps have a dated fix.	Anika Rao
8	A rollback plan is agreed and rehearsed once, with the decision point and the person who calls it written down.	Priya Raman
9	Regulator notification is made, if Risk and Compliance decide the change requires one, before the go-live date.	Fatima Haddad
10	Business banker pipelines are pre-loaded from each banker's spreadsheet for at least 90 percent of bankers by Fri 9 Apr 2027. New in v0.2 from T5	Richard Vance, Anika Rao
11	Compass Assist drafts of written complaint responses are labelled as drafts, and the complaints officer can edit them before sending. New in v0.2 from T5	Louise Chen, Fatima Haddad

Ready for each team

Criterion 12 ticks itself when every team below has reached 90 percent in the training column. The cover column is a tracker and does not change the count.

No.	Criterion	Owner	Done
12	Training completion is at least 90 percent in every Wave 1 team listed below, read from the learning system on Fri 16 Apr 2027.	Sam Petrovic

Team	People	Training at least 90 percent	Leader has confirmed cover
Contact centre, Docklands	200
Branch network, Victoria	340
Business bankers, Victoria	45
Complaints and advocacy	40
Operations	120
Risk and compliance	25
CRM platform team	30
L&D	8
Wave 1 total	808

During go-live and hypercare

No.	Criterion	Owner
13	The hypercare roster is named for Mon 19 to Fri 30 Apr 2027, with a first and second contact for each team.	Jorge Alvarez
14	The contact centre cover plan is agreed for the training weeks and for go-live week, including Docklands early and late shifts.	Tom Gallagher
15	Communications are issued as the comms plan sets out, including the countdown note on Mon 12 Apr and the go-live note on Mon 19 Apr.	Change lead
16	The support desk is ready: staff are briefed, the known-issues list is live, and the Teams channel has a named responder each day.	Anika Rao

Nothing here is saved. Reload the page and every box returns to unticked. Owners are roles or named leads from the stakeholder list. Training status comes from the training schedule, and the risks behind each line are in the risk register.

Sources: T1 programme planning | T3 risk and compliance session | T4 business banking workshop | T5 steering catch-up | See also risk register, UAT schedule

Go / no-go checklist

Changed in v0.2 Updated v0.2

Run 1: UAT start

Run 2: Wave 1 go-live

Run 3: Wave 2 go-live

0 of 16 items done

Before go-live

Ready for each team

During go-live and hypercare