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// Migration Timeline Estimation Framework
 
interface MigrationScope {
  codebaseSizeKLOC: number;
  numberOfTeams: number;
  servicesToExtract: number;
  databaseTables: number;
  externalIntegrations: number;
  yearsSinceSystemCreated: number;
}
 
interface ReadinessFactors {
  platformReadiness: 1 | 2 | 3 | 4 | 5;  // 1=minimal, 5=comprehensive
  teamDistributedSystemsExperience: 1 | 2 | 3 | 4 | 5;
  testCoveragePercent: number;
  documentationQuality: 1 | 2 | 3 | 4 | 5;
  executiveSupportLevel: 1 | 2 | 3 | 4 | 5;
  migrationAsTopPriority: boolean;  // vs competing with features
}
 
interface TimelineEstimate {
  optimisticMonths: number;
  realisticMonths: number;
  pessimisticMonths: number;
  confidenceLevel: 'low' | 'medium' | 'high';
  majorRisks: string[];
}
 
function estimateTimeline(
  scope: MigrationScope,
  readiness: ReadinessFactors
): TimelineEstimate {
  // Base estimate: roughly 2-4 weeks per service (simplified)
  const baseWeeksPerService = 12;  // Including data migration, testing
  
  // Calculate complexity multiplier
  const complexityMultiplier = 
    (scope.yearsSinceSystemCreated / 5) *       // Legacy penalty
    (scope.databaseTables / scope.servicesToExtract / 10) * // Data coupling
    (scope.externalIntegrations / 10 + 1);     // Integration complexity
  
  // Calculate readiness factor (lower = faster)
  const readinessFactor = 
    (6 - readiness.platformReadiness) * 0.15 +
    (6 - readiness.teamDistributedSystemsExperience) * 0.2 +
    (100 - readiness.testCoveragePercent) / 100 * 0.3 +
    (6 - readiness.documentationQuality) * 0.1 +
    (6 - readiness.executiveSupportLevel) * 0.1 +
    (readiness.migrationAsTopPriority ? 0 : 0.15);
  
  // Adjust for team capacity (Amdahl's law - not fully parallelizable)
  const parallelizationFactor = Math.log2(scope.numberOfTeams + 1) / scope.numberOfTeams;
  
  // Calculate base months
  const baseMonths = (scope.servicesToExtract * baseWeeksPerService) / 4 / scope.numberOfTeams;
  
  // Apply factors
  const adjustedMonths = baseMonths * Math.max(1, complexityMultiplier) * (1 + readinessFactor);
  
  // Calculate range
  const optimistic = adjustedMonths * 0.7;
  const realistic = adjustedMonths;
  const pessimistic = adjustedMonths * 1.5;
  
  // Identify major risks
  const risks: string[] = [];
  if (readiness.platformReadiness < 3) risks.push('Platform immaturity may cause delays');
  if (readiness.teamDistributedSystemsExperience < 3) risks.push('Skills gaps require training time');
  if (readiness.testCoveragePercent < 50) risks.push('Low test coverage increases extraction risk');
  if (!readiness.migrationAsTopPriority) risks.push('Feature pressure may deprioritize migration');
  if (scope.yearsSinceSystemCreated > 7) risks.push('Legacy complexity likely underestimated');
  
  return {
    optimisticMonths: Math.round(optimistic),
    realisticMonths: Math.round(realistic),
    pessimisticMonths: Math.round(pessimistic),
    confidenceLevel: risks.length > 2 ? 'low' : risks.length > 0 ? 'medium' : 'high',
    majorRisks: risks,
  };
}
 
// Example usage
const estimate = estimateTimeline(
  {
    codebaseSizeKLOC: 350,
    numberOfTeams: 6,
    servicesToExtract: 15,
    databaseTables: 180,
    externalIntegrations: 8,
    yearsSinceSystemCreated: 6,
  },
  {
    platformReadiness: 2,
    teamDistributedSystemsExperience: 2,
    testCoveragePercent: 55,
    documentationQuality: 3,
    executiveSupportLevel: 4,
    migrationAsTopPriority: false,
  }
);
 
// Result: 
// optimisticMonths: ~18
// realisticMonths: ~26
// pessimisticMonths: ~39
// confidenceLevel: 'low'
// majorRisks: ['Platform immaturity...', 'Skills gaps...', 'Feature pressure...']

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// Complete Phase Definition Example
 
interface MigrationPhase {
  id: string;
  name: string;
  duration: { min: number; max: number; unit: 'months' };
  startDate: Date;
  plannedEndDate: Date;
  
  goals: string[];
  deliverables: Deliverable[];
  successMetrics: Metric[];
  risks: Risk[];
  
  resources: {
    teams: Team[];
    budget: Budget;
    dependencies: string[];
  };
  
  exitCriteria: ExitCriterion[];
  gateReview: GateReview;
}
 
interface Deliverable {
  name: string;
  description: string;
  owner: string;
  dueDate: Date;
  status: 'not-started' | 'in-progress' | 'complete' | 'blocked';
}
 
interface ExitCriterion {
  criterion: string;
  measurable: string;
  threshold: string;
  currentValue?: string;
  met: boolean;
}
 
// Example: Phase 1 - Pilot
const phase1Pilot: MigrationPhase = {
  id: 'phase-1',
  name: 'Pilot Phase',
  duration: { min: 3, max: 6, unit: 'months' },
  startDate: new Date('2024-04-01'),
  plannedEndDate: new Date('2024-09-30'),
  
  goals: [
    'Validate that our extraction approach works in production',
    'Build organizational confidence in microservices',
    'Identify and address gaps in platform capabilities',
    'Develop patterns and playbooks for expansion phase',
    'Demonstrate value to stakeholders',
  ],
  
  deliverables: [
    {
      name: 'Notification Service Extraction',
      description: 'Extract notification subsystem into independent microservice',
      owner: 'Communications Team',
      dueDate: new Date('2024-06-30'),
      status: 'in-progress',
    },
    {
      name: 'Analytics Service Extraction',
      description: 'Extract analytics/reporting into independent service',
      owner: 'Data Team',
      dueDate: new Date('2024-08-31'),
      status: 'not-started',
    },
    {
      name: 'Extraction Playbook',
      description: 'Documented process for service extraction based on pilot learnings',
      owner: 'Architecture Team',
      dueDate: new Date('2024-09-15'),
      status: 'not-started',
    },
    {
      name: 'Platform Enhancements',
      description: 'Address platform gaps identified during pilot',
      owner: 'Platform Team',
      dueDate: new Date('2024-09-30'),
      status: 'in-progress',
    },
  ],
  
  successMetrics: [
    { name: 'Pilot Services in Production', target: 2, current: 0, unit: 'services' },
    { name: 'Production Incidents (Pilot Services)', target: '<3', current: 0, unit: 'incidents/quarter' },
    { name: 'Deployment Frequency (Pilot Services)', target: '>weekly', current: 'n/a', unit: 'frequency' },
    { name: 'Team Satisfaction Score', target: '>7', current: 'n/a', unit: '/10' },
    { name: 'Platform Gap Closure', target: '100%', current: '60%', unit: 'percent' },
  ],
  
  risks: [
    {
      risk: 'Platform not ready for production workloads',
      likelihood: 'medium',
      impact: 'high',
      mitigation: 'Weekly platform readiness reviews; parallel development tracks',
      owner: 'Platform Tech Lead',
    },
    {
      risk: 'Pilot services more coupled than expected',
      likelihood: 'medium',
      impact: 'medium',
      mitigation: 'Pre-extraction dependency analysis; flexible timeline',
      owner: 'Architecture Team',
    },
    {
      risk: 'Team capacity reduced by production support',
      likelihood: 'high',
      impact: 'low',
      mitigation: 'Dedicated migration capacity; production support rotation',
      owner: 'Team Leads',
    },
  ],
  
  resources: {
    teams: [
      { name: 'Communications Team', allocation: '80%' },
      { name: 'Data Team', allocation: '50%' },
      { name: 'Platform Team', allocation: '100%' },
      { name: 'Architecture Team', allocation: '30%' },
    ],
    budget: {
      infrastructure: 50000,
      tooling: 25000,
      training: 20000,
      consulting: 30000,
      contingency: 25000,
    },
    dependencies: [
      'Platform CI/CD complete',
      'Observability stack operational',
      'Service mesh in staging',
    ],
  },
  
  exitCriteria: [
    {
      criterion: 'Pilot services running in production',
      measurable: 'Number of extracted services in production',
      threshold: '>= 2',
      met: false,
    },
    {
      criterion: 'Acceptable operational burden',
      measurable: 'On-call pages per week for pilot services',
      threshold: '< 2',
      met: false,
    },
    {
      criterion: 'Independent deployment capability',
      measurable: 'Pilot services can deploy without monolith coordination',
      threshold: 'Yes',
      met: false,
    },
    {
      criterion: 'Team confidence',
      measurable: 'Team survey: ready to scale to more services',
      threshold: '> 7/10 average',
      met: false,
    },
    {
      criterion: 'Playbook documented',
      measurable: 'Extraction playbook reviewed and approved',
      threshold: 'Approved',
      met: false,
    },
  ],
  
  gateReview: {
    date: new Date('2024-10-01'),
    reviewers: ['VP Engineering', 'CTO', 'Product Lead'],
    decision: 'pending',  // 'proceed' | 'pause' | 'pivot'
  },
};

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// Milestone Tracking and Visualization
 
interface Milestone {
  id: string;
  name: string;
  description: string;
  phase: string;
  
  // Timing
  targetDate: Date;
  actualDate?: Date;
  
  // Status
  status: 'upcoming' | 'in-progress' | 'achieved' | 'at-risk' | 'missed';
  progressPercent: number;
  
  // Success criteria
  successCriteria: SuccessCriterion[];
  
  // Dependencies
  blockedBy: string[];  // Other milestone IDs
  
  // Stakeholder value
  businessValue: string;
  demonstrableOutcome: string;
}
 
interface SuccessCriterion {
  description: string;
  measurable: string;
  achieved: boolean;
  evidence?: string;  // Link to dashboard, demo, or documentation
}
 
// Milestone Status Dashboard Data
function generateMilestoneDashboard(milestones: Milestone[]): DashboardData {
  const now = new Date();
  
  return {
    summary: {
      total: milestones.length,
      achieved: milestones.filter(m => m.status === 'achieved').length,
      inProgress: milestones.filter(m => m.status === 'in-progress').length,
      atRisk: milestones.filter(m => m.status === 'at-risk').length,
      missed: milestones.filter(m => m.status === 'missed').length,
    },
    
    burndown: {
      planned: calculatePlannedBurndown(milestones),
      actual: calculateActualBurndown(milestones),
    },
    
    upcomingMilestones: milestones
      .filter(m => m.status === 'upcoming' || m.status === 'in-progress')
      .sort((a, b) => a.targetDate.getTime() - b.targetDate.getTime())
      .slice(0, 5)
      .map(m => ({
        name: m.name,
        targetDate: m.targetDate,
        daysRemaining: Math.floor((m.targetDate.getTime() - now.getTime()) / 86400000),
        progress: m.progressPercent,
        blockers: m.blockedBy.length,
      })),
    
    recentAchievements: milestones
      .filter(m => m.status === 'achieved' && m.actualDate)
      .sort((a, b) => b.actualDate!.getTime() - a.actualDate!.getTime())
      .slice(0, 3)
      .map(m => ({
        name: m.name,
        achievedDate: m.actualDate,
        daysEarlyLate: Math.floor((m.actualDate!.getTime() - m.targetDate.getTime()) / 86400000),
      })),
    
    riskAlerts: milestones
      .filter(m => m.status === 'at-risk' || m.status === 'missed')
      .map(m => ({
        name: m.name,
        status: m.status,
        issue: m.blockedBy.length > 0 ? 'Blocked by dependencies' : 'Behind schedule',
        targetDate: m.targetDate,
      })),
  };
}
 
// Example milestone with full definition
const notificationServiceMilestone: Milestone = {
  id: 'ms-notification-prod',
  name: 'Notification Service in Production',
  description: 'Notification subsystem fully extracted and handling 100% of production notification traffic',
  phase: 'pilot',
  
  targetDate: new Date('2024-06-30'),
  actualDate: undefined,
  
  status: 'in-progress',
  progressPercent: 65,
  
  successCriteria: [
    {
      description: 'Service deployed to production cluster',
      measurable: 'Kubernetes deployment running',
      achieved: true,
      evidence: 'https://kubernetes-dashboard/namespaces/commerce/deployments/notification-service',
    },
    {
      description: 'Processing 100% of notification traffic',
      measurable: 'Monolith notification endpoint receives 0 requests',
      achieved: false,
    },
    {
      description: 'Latency meets SLO',
      measurable: 'p99 latency < 200ms for 7 consecutive days',
      achieved: false,
    },
    {
      description: 'Error rate acceptable',
      measurable: 'Error rate < 0.1% for 7 consecutive days',
      achieved: false,
    },
    {
      description: 'On-call runbooks complete',
      measurable: 'Runbooks reviewed and approved by on-call team',
      achieved: true,
      evidence: 'https://runbooks.company.com/notification-service',
    },
  ],
  
  blockedBy: [],
  
  businessValue: 'Enables independent scaling of high-volume notification system; removes monolith bottleneck during peak email periods',
  demonstrableOutcome: 'Live dashboard showing notification traffic through new service with latency and success rate metrics',
};

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# Migration Progress Update - January 2024
 
## Executive Summary
 
**Overall Status**: 🟢 On Track (Phase 2: Expansion)
 
We completed 3 additional service extractions this quarter, bringing our total 
to 8 of 18 planned services. The Commerce team achieved full deployment 
independence, shipping 12 updates this month vs. 2/month average before migration.
 
## Progress Against Milestones
 
| Milestone | Target | Status | Notes |
|-----------|--------|--------|-------|
| 5 services in production | Q4 2023 | ✅ Complete | Achieved 2 weeks early |
| Platform self-service | Q4 2023 | ✅ Complete | 4 teams using daily |
| 8 services in production | Q1 2024 | ✅ Complete | Done this month |
| Commerce deployment independence | Q1 2024 | ✅ Complete | 12 deploys this month |
| 12 services in production | Q2 2024 | 🟢 On Track | 4 extractions in progress |
 
## Business Value Delivered This Quarter
 
1. **Deployment Frequency +6x**: Commerce services deploy 12x/month vs 2x/month
2. **Incident Response -40%**: MTTR for commerce issues reduced from 2hr to 1.2hr  
3. **Developer Satisfaction +15pts**: Team NPS increased from 32 to 47
4. **Infrastructure Costs -12%**: Right-sizing extracted services saves $18K/month
 
## Timeline Assessment
 
| Phase | Original Plan | Current Estimate | Change |
|-------|--------------|------------------|--------|
| Expansion (current) | Jun 2024 | Jul 2024 | +1 month |
| Acceleration | Dec 2024 | Feb 2025 | +2 months |
| Completion | Jun 2025 | Sep 2025 | +3 months |
 
**Timeline Impact Explanation**: 
Data coupling in Order service higher than estimated. Team addressing with phased 
data migration approach. Additional 3-month buffer absorbed by contingency planning.
 
## Risks and Mitigations
 
| Risk | Status | Mitigation |
|------|--------|------------|
| Platform team capacity | 🟡 Medium | Hired 2 SREs; start Feb 1 |
| Order service complexity | 🟡 Medium | Phased extraction; additional architect support |
| Q2 feature pressure | 🟢 Managed | Product aligned on protected migration capacity |
 
## Resource Update
 
- **Headcount**: 34 engineers (28 planned) - hired ahead to accelerate Phase 3
- **Spend**: $425K YTD vs $400K budget (infrastructure costs higher during parallel run)
- **Forecast**: On track for annual budget with current trajectory
 
## Next Quarter Focus
 
1. Complete Catalog and Inventory service extractions
2. Begin Order service extraction (complex, multi-quarter)
3. Achieve 50% traffic through microservices
4. Launch self-service database provisioning
 
## Questions for Leadership
 
1. Approve $50K contingency release for Order service consulting support?
2. Confirm continued protected capacity through Q2 (no feature surge)?

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// Migration Contingency Framework
 
interface ContingencyPlan {
  trigger: ContingencyTrigger;
  response: ContingencyResponse;
  preparation: PreparationAction[];
}
 
interface ContingencyTrigger {
  name: string;
  description: string;
  indicators: string[];      // Early warning signs
  thresholds: Threshold[];   // When to activate contingency
  likelihood: 'low' | 'medium' | 'high';
  impact: 'low' | 'medium' | 'high' | 'critical';
}
 
interface ContingencyResponse {
  immediateActions: string[];
  decisionMakers: string[];
  communicationPlan: string;
  timelineImpact: string;
  costImpact: string;
}
 
interface PreparationAction {
  action: string;
  owner: string;
  deadline: Date;
  status: 'not-started' | 'in-progress' | 'complete';
}
 
// Example: Key Person Departure Contingency
const keyPersonDeparture: ContingencyPlan = {
  trigger: {
    name: 'Key Technical Lead Departure',
    description: 'Critical knowledge holder leaves the organization unexpectedly',
    indicators: [
      'Single person owns critical domain knowledge',
      'No documented runbooks for complex areas',
      'Team member expressing dissatisfaction or receiving external offers',
    ],
    thresholds: [
      { condition: '2-week notice given', action: 'Activate knowledge transfer protocol' },
      { condition: 'Immediate departure', action: 'Activate emergency response' },
    ],
    likelihood: 'medium',
    impact: 'high',
  },
  
  response: {
    immediateActions: [
      'Schedule intensive knowledge transfer sessions (if notice period)',
      'Identify interim owner for affected areas',
      'Document critical decisions and rationale',
      'Review upcoming milestones for impact',
      'Consider timeline adjustment or scope reduction',
    ],
    decisionMakers: ['Engineering Director', 'HR Lead', 'Migration Lead'],
    communicationPlan: 'Internal: Team meeting within 24 hours. Stakeholders: Update in next scheduled sync. No external communication unless customer-impacting.',
    timelineImpact: 'Potential 2-4 week delay in affected areas; assess within 1 week',
    costImpact: 'Possible consulting engagement ($30-50K) for specialized areas',
  },
  
  preparation: [
    {
      action: 'Maintain up-to-date architecture decision records (ADRs)',
      owner: 'All Tech Leads',
      deadline: new Date('2024-02-01'),
      status: 'in-progress',
    },
    {
      action: 'Pair programming rotation for all critical areas',
      owner: 'Engineering Manager',
      deadline: new Date('2024-01-15'),
      status: 'complete',
    },
    {
      action: 'Document institutional knowledge for each service',
      owner: 'Service Owners',
      deadline: new Date('2024-03-01'),
      status: 'not-started',
    },
    {
      action: 'Identify consulting firms for emergency expertise',
      owner: 'Migration Lead',
      deadline: new Date('2024-02-01'),
      status: 'complete',
    },
  ],
};
 
// Example: Scope Reduction Decision Framework
interface ScopeReductionOption {
  option: string;
  servicesAffected: string[];
  timelineSavings: string;
  valueLost: string;
  reversible: boolean;
  recommendation: 'preferred' | 'acceptable' | 'last-resort';
}
 
const scopeReductionOptions: ScopeReductionOption[] = [
  {
    option: 'Defer analytics service extraction',
    servicesAffected: ['analytics-service', 'reporting-service'],
    timelineSavings: '3 months',
    valueLost: 'Analytics team remains monolith-coupled; lower impact',
    reversible: true,
    recommendation: 'preferred',
  },
  {
    option: 'Simplify Order service extraction (keep some coupling)',
    servicesAffected: ['order-service'],
    timelineSavings: '2 months',
    valueLost: 'Order service has data dependencies; partial independence',
    reversible: true,  // Can fully decouple later
    recommendation: 'acceptable',
  },
  {
    option: 'Pause Phase 3; stabilize Phase 2',
    servicesAffected: ['All Phase 3 services'],
    timelineSavings: '6 months',
    valueLost: 'Delay all remaining extractions; monolith maintained longer',
    reversible: true,
    recommendation: 'last-resort',
  },
];

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// Team Capacity Allocation During Migration
 
interface TeamCapacity {
  team: string;
  totalEngineers: number;
  
  allocation: {
    featureDevelopment: number;    // percentage
    migrationWork: number;         // percentage
    productionSupport: number;     // percentage (often comes from feature capacity)
    platformWork: number;          // percentage
  };
  
  flexibilityRules: {
    canShiftFromFeatures: boolean;
    maxMigrationIncrease: number;  // percentage points
    requiresApprovalFrom: string;
  };
}
 
// Organization-wide capacity view
const organizationCapacity: TeamCapacity[] = [
  {
    team: 'Order Team',
    totalEngineers: 7,
    allocation: {
      featureDevelopment: 50,
      migrationWork: 35,
      productionSupport: 15,
      platformWork: 0,
    },
    flexibilityRules: {
      canShiftFromFeatures: true,
      maxMigrationIncrease: 20,
      requiresApprovalFrom: 'Product Lead',
    },
  },
  {
    team: 'Platform Team',
    totalEngineers: 8,
    allocation: {
      featureDevelopment: 0,
      migrationWork: 20,  // Supporting extraction
      productionSupport: 20,
      platformWork: 60,
    },
    flexibilityRules: {
      canShiftFromFeatures: false,
      maxMigrationIncrease: 10,
      requiresApprovalFrom: 'CTO',
    },
  },
  // ... more teams
];
 
// Capacity planning for migration phases
interface PhaseCapacityPlan {
  phase: string;
  requiredMigrationCapacity: number;  // FTE-months
  availableCapacity: number;          // Based on allocations
  gap: number;
  gapMitigation: string;
}
 
function calculatePhaseCapacity(
  teams: TeamCapacity[],
  phaseDurationMonths: number
): { available: number; possible: number } {
  let available = 0;
  let possible = 0;
  
  for (const team of teams) {
    const teamMigrationFTE = team.totalEngineers * (team.allocation.migrationWork / 100);
    const maxMigrationFTE = team.totalEngineers * 
      ((team.allocation.migrationWork + team.flexibilityRules.maxMigrationIncrease) / 100);
    
    available += teamMigrationFTE * phaseDurationMonths;
    possible += maxMigrationFTE * phaseDurationMonths;
  }
  
  return { available, possible };
}
 
// Feature freeze coordination
interface FeatureFreezePeriod {
  name: string;
  startDate: Date;
  endDate: Date;
  purpose: string;
  affectedTeams: string[];
  acceptedWorkTypes: string[];  // What CAN be done during freeze
  approvedExceptions: string[];  // Specific features allowed
}
 
const q4FeatureFreeze: FeatureFreezePeriod = {
  name: 'Q4 Migration Sprint',
  startDate: new Date('2024-11-01'),
  endDate: new Date('2024-12-15'),
  purpose: 'Complete Order service extraction before Q1 feature push',
  affectedTeams: ['Order Team', 'Payment Team', 'Inventory Team'],
  acceptedWorkTypes: [
    'Migration work',
    'Critical bug fixes',
    'Security patches',
    'On-call incident response',
  ],
  approvedExceptions: [
    'Holiday promotion feature (already committed to customers)',
  ],
};

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# Phase Gate Review: Pilot Phase
 
**Review Date**: September 30, 2024
**Phase**: Pilot (Phase 1)
**Reviewers**: VP Engineering, CTO, Product Lead, Migration Lead
 
---
 
## Phase Completion Assessment
 
### Exit Criteria Status
 
| Criterion | Target | Actual | Status |
|-----------|--------|--------|--------|
| Services in production | >= 2 | 2 | ✅ Met |
| On-call pages/week | < 2 | 1.3 | ✅ Met |
| Independent deployment | Yes | Yes | ✅ Met |
| Team confidence score | > 7/10 | 7.4/10 | ✅ Met |
| Playbook documented | Approved | Approved | ✅ Met |
 
**Phase Completion: APPROVED** ✅
 
---
 
## Key Learnings
 
### What Worked Well
1. Early platform investment paid off—teams could focus on service logic
2. Enabling team embedding model accelerated learning effectively
3. Contract testing caught integration issues before production
 
### What Didn't Work Well
1. Data migration tooling insufficient—built custom tooling mid-phase
2. Underestimated observability setup time for each service
3. Runbook template was too generic—teams reinvented repeatedly
 
### Recommendations for Expansion Phase
1. Add data migration toolkit to platform capabilities
2. Create service-specific observability templates
3. Enhance runbook template with more specific sections
 
---
 
## Timeline Assessment
 
| Metric | Planned | Actual | Variance |
|--------|---------|--------|----------|
| Phase Duration | 6 months | 6.5 months | +0.5 months |
| Services Extracted | 2 | 2 | On target |
| Team Training | Complete | Complete | — |
| Platform Enhancements | 10 items | 8 items | 2 deferred |
 
**Assessment**: Slight delay acceptable for pilot learning; deferred platform 
items prioritized for Expansion Phase start.
 
---
 
## Resource Review
 
| Category | Budget | Spent | Notes |
|----------|--------|-------|-------|
| Headcount | 12 FTE | 11 FTE | 1 hire pending |
| Infrastructure | $60K | $72K | Higher during parallel run |
| Tooling | $25K | $18K | Under budget |
| Training | $20K | $22K | Additional workshops |
| Consulting | $30K | $0 | Not needed |
| **Total** | **$135K** | **$112K** | Within budget |
 
---
 
## Expansion Phase Readiness
 
### Prerequisites
- [x] Playbook documented and reviewed
- [x] Platform enhancements for data migration
- [x] Team allocations confirmed for Expansion
- [x] Services prioritized for Expansion
- [ ] Hiring for Platform team complete (1 person pending)
 
### Risks for Expansion
1. **Order service complexity** - Mitigation: Extended timeline, architect support
2. **Platform team capacity** - Mitigation: Hire in progress; contractor backup plan
3. **Q4 feature pressure** - Mitigation: Protected capacity agreed with Product
 
---
 
## Decision
 
**Proceed to Expansion Phase** ✅
 
- Start Date: October 15, 2024
- Conditional on: Platform hire start by November 1
 
**Approved By**:
- VP Engineering: _________________ Date: _______
- CTO: _________________ Date: _______
- Product Lead: _________________ Date: _______