BuilderVault
PMO release

PMO release checklist

Release readiness checks for moving PMO modules from build to production.

Pre-release readiness

Confirm the build is ready before deployment.

  • All required fields and choices exist in target environment.
  • Connection references are assigned.
  • Environment variables point to production resources.
  • Security roles are assigned to pilot users.
  • Rollback notes and support owner are documented.

Functional validation

Run core business scenarios before release.

  • Submit, clarify, approve, reject, and defer intake.
  • Approve and revise charter.
  • Approve gate and approve gate with exception.
  • Escalate critical risk and route change approval.
  • Submit weekly status and publish digest.

Reporting validation

Ensure reports reflect operational records correctly.

  • Dataset refresh succeeds.
  • Current period filters work.
  • Health and status definitions match PMO rules.
  • Executives see read-only reports.
  • Sensitive operational fields are not overexposed.

Launch communications

Prepare users and sponsors for release.

  • Send what-is-changing note.
  • Publish support contact and office hours.
  • Share quick-start guide links.
  • Confirm PMO triage cadence.
  • Announce first governance review date.