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Fictional client sample

90-Day Action Plan

Execution roadmap from governance foundation to pilot rollout and scale preparation.

Meridian Financial Services • Q1-Q2 2026 • Confidential

Timeline View

Three-Month Program Overview

Month 1

Foundation

Establish governance and pilot structure.

  • •Form AI governance committee
  • •Draft AI policy and ethics framework
  • •Select and scope pilot use case
  • •Define success metrics and decision gates
  • •Secure training and production data access

Month 2

Pilot

Execute initial build, testing, and iteration.

  • •Pilot kickoff and delivery cadence
  • •Initial model training and calibration
  • •User acceptance testing with loan officers
  • •Feedback integration and workflow tuning
  • •Mid-pilot review with governance team

Month 3

Scale

Deploy controlled release and prep next wave.

  • •Limited production deployment
  • •Weekly KPI tracking and quality checks
  • •Document pilot lessons learned
  • •Prepare next use case launch plan
  • •Leadership readout and expansion decision

01 Month 1 Detail

Foundation Sprint Breakdown

Month 1 is focused on governance guardrails and pilot mobilization decisions.

Week 1-2: Governance and Policy

  • →Stand up a governance committee chaired by the CTO with Legal, Risk, Compliance, and HR representation.
  • →Draft policy for responsible AI usage, model approvals, and human oversight requirements.
  • →Define baseline controls for bias testing, explainability, and escalation paths.
  • →Align model risk controls to SR 11-7 and internal audit expectations.

Deliverables: Governance charter, draft policy, and model risk process documentation.

Week 3-4: Pilot Selection and Mobilization

  • →Finalize Loan Pre-Screening as pilot use case based on opportunity matrix prioritization.
  • →Set explicit KPI targets: review time, model accuracy, and fair lending compliance.
  • →Complete legal approval for historical data usage and secure production integration touchpoints.
  • →Publish pilot charter with scope, budget, owners, and go/no-go checkpoints.

Deliverables: Signed pilot charter, metric framework, and approved data-access controls.

02 Pilot KPIs

Success Metrics

Manual Review Time Reduction

40%

Current baseline: 22 min/application

Model Accuracy

95%+

Human benchmark: 92%

Fair Lending Violations

0

Non-negotiable compliance threshold

Loan Officer Satisfaction

4.0/5

Survey after pilot UAT

Full Action Plan Continues

This sample includes opening milestones. The full version contains weekly RACI detail, budget phasing, risk playbooks, and operating cadences.

  • Detailed task ownership with RACI mapping
  • Budget allocation by month and capability stream
  • Risk and contingency procedures by workstream
  • Governance meeting agendas and decision templates
  • Stakeholder communication and change enablement plan
  • Team capacity planning and role assignments