POD Engagement Deliverables Checklist

Purpose: Master list of all artifacts and deliverables required across a POD engagement lifecycle. Use this as a tracking checklist for delivery and as a template for future engagements.

Framework references: Doc 01 (Charter), Doc 03 (Planning & Estimation), Doc 04 (Agile Delivery), Doc 05 (Client Communication), Doc 06 (SDLC), Doc 14 (Security), Doc 17 (QA & Testing), Doc 19 (Documentation)

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How to Use This Document

• For the current engagement: Track status of each artifact as the engagement progresses
• For new engagements: Copy this checklist, tailor the owner and timeline columns, mark items as Not Applicable where the framework allows tailoring
• Non-negotiable items are marked with (NN) -- these cannot be tailored away per Doc 01, Section 5.1

Status Legend

Status	Meaning
---	Not started
In Progress	Being drafted
In Review	Draft complete, under review
Done	Signed off / delivered
N/A	Not applicable for this engagement (document why in Tailoring Record)

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Phase 0: Discovery

Goal: Shape the engagement, validate feasibility, produce the Discovery Output Pack (Doc 03, Section 3.4)

#	Artifact	Owner	Framework Ref	Status
1	Discovery Call Answers	POD Lead	--	Done
2	Use Case Canvas	POD Lead + PM	Doc 03, Sec 3.4	Done
3	Data Feasibility Report	Data Engineer	Doc 03, Sec 3.4	Done
4	POD Charter	PM + POD Lead	Doc 01, Sec 6	In Review
5	Architecture Sketch	POD Lead	Doc 03, Sec 3.4	Done
6	Evaluation Plan	POD Lead + QA	Doc 03, Sec 3.4	Done
7	Risk Register (initial)	PM	Doc 03, Sec 6	Done
8	Engagement Plan	PM	Doc 03, Sec 7	Done
9	Sprint Plan	PM + POD Lead	Doc 04	Done
10	Threat Model (initial) (NN)	Governance Engineer	Doc 14	Done
11	Engagement Tailoring Record	POD Lead + PM	Doc 01, Sec 5.1	Done

Discovery Exit Gate (Doc 03, Section 3.5):

• All 7 Discovery Output Pack artifacts present and internally reviewed
• Client sponsor sign-off on success criteria and Evaluation Plan thresholds
• Architecture Sketch reviewed (no blocking concerns)
• Threat model in flight (initial threat surface identified)
• Sprint Zero / Sprint 1 readiness confirmed

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Phase 1: Sprint 1 -- Walking Skeleton + Eval Harness

Goal: End-to-end working slice (M1) and operational evaluation harness (M2)

Engineering Deliverables

#	Artifact	Owner	Framework Ref	Status
12	ADRs (Architecture Decision Records)	POD Lead	Doc 19	---
13	Data ingestion pipeline	Data Engineer	Doc 06	---
14	Vector store + retrieval module	Data Engineer + AI Engineer	Doc 06	---
15	Classification module	AI Engineer	Doc 06	---
16	Action recommendation module	AI Engineer	Doc 06	---
17	Response drafting module	AI Engineer	Doc 06	---
18	Confidence scoring	AI Engineer	Doc 06	---
19	UI (extension / sidebar / web app)	POD Lead	Doc 06	---
20	Eval harness (NN)	QA + POD Lead	Doc 17	---
21	Golden dataset (initial) (NN)	QA	Doc 17	---

Process Deliverables

#	Artifact	Owner	Framework Ref	Status
22	Sprint 1 status report	PM	Doc 05	---
23	Sprint 1 demo	POD Lead + PM	Doc 04, Sec 8	---

Milestone Gates

M1 -- Walking Skeleton:

• One input → one classification → one retrieval → one output, deployed to dev
• Architecture ADRs documented

M2 -- Eval Harness Operational:

• Golden dataset committed (minimum 20 cases)
• Automated scoring running
• Baseline metrics published against Evaluation Plan thresholds

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Phase 2: Sprint 2 -- MVP + Hardening + Handover

Goal: Feature-complete MVP (M3), all eval gates passing, security reviewed, knowledge transfer ready

Engineering Deliverables

#	Artifact	Owner	Framework Ref	Status
24	Feedback loop (agent rates/edits, system learns)	AI Engineer	Doc 06	---
25	Guardrails (profanity, misuse prevention)	AI Engineer + Governance	Doc 14	---
26	UI polish + confidence indicators	POD Lead	Doc 06	---
27	Synthetic eval set (1000 questions)	QA + AI Engineer	Doc 17	---

Evaluation & Quality Deliverables

#	Artifact	Owner	Framework Ref	Status
28	Final eval results (NN)	QA	Doc 17	---
29	Sample outputs (10-12 across categories)	QA	Doc 03	---
30	Security review sign-off (NN)	Governance Engineer	Doc 14	---

Documentation Deliverables

#	Artifact	Owner	Framework Ref	Status
31	Architecture document (final)	POD Lead	Doc 19	---
32	Productionization note	POD Lead	Client brief	---
33	Model card	AI Engineer + POD Lead	Doc 19	---
34	Knowledge transfer package	POD Lead + PM	Doc 19	---

Process Deliverables

#	Artifact	Owner	Framework Ref	Status
35	Sprint 2 status report	PM	Doc 05	---
36	Final demo + walkthrough	POD Lead + PM	Doc 04	---
37	Engagement summary	POD Lead + PM	Doc 19	---

Milestone Gates

M3 -- MVP Feature-Complete:

• All MVP scope implemented and integrated
• Eval metrics at or above target thresholds
• Security review completed, no blocking findings
• Adversarial eval cases run

Delivery Gate:

• All documentation delivered
• Knowledge transfer complete
• Client walkthrough conducted
• Codebase ready for handover

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Recurring Artifacts (Every Sprint)

These are produced every sprint, not just once.

Artifact	Owner	Cadence	Framework Ref
Weekly status email	PM	Weekly	Doc 05
Weekly call (Google Meet)	PM + POD Lead	Weekly	Doc 05
Sprint demo	POD Lead + PM	Per sprint	Doc 04, Sec 8
Eval results delta	QA	Per sprint	Doc 17
Updated risk register	PM	Per sprint	Doc 03
Decision log entries	POD Lead + PM	As needed	Doc 19
Updated ADRs	POD Lead	As needed	Doc 19
Sprint retro outcomes	POD Lead	Per sprint	Doc 04

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Non-Negotiable Artifacts (Never Tailored Away)

Per Doc 01, Section 5.1 -- these are required in every engagement regardless of size, timeline, or client preferences:

#	Non-Negotiable	Artifacts That Fulfill It
1	Threat modeling and secrets management	Threat Model (#10), Security Review (#30)
2	Evaluation before production	Evaluation Plan (#6), Eval Harness (#20), Golden Dataset (#21), Final Eval Results (#28)
3	Versioned data and prompts	All prompts, data, and configs in version control
4	Audit trail for AI decisions	Logging in the application, Decision Log
5	Incident response readiness	Runbooks (in Knowledge Transfer Package #34)

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Ownership Summary by Role

POD Lead (Amit)

Primary: #1, #5, #12, #19, #26, #31, #32 Contributing: #2, #4, #6, #9, #23, #33, #34, #36, #37

AI Engineer (Atharva)

Primary: #14, #15, #16, #17, #18, #24, #25 Contributing: #27, #33

Data Engineer (Nancy)

Primary: #3, #13 Contributing: #14

QA (Nishka)

Primary: #20, #21, #27, #28, #29 Contributing: #6

Governance Engineer (Shubham)

Primary: #10, #25, #30 Contributing: #6

Implementation Manager (Shivani)

Primary: #4, #7, #8, #9, #11, #22, #35 Contributing: #2, #23, #34, #36, #37

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Adapting This Checklist for New Engagements

When starting a new client engagement:

1. Copy this document as the starting point
2. Fill in the Owner column with actual team member names
3. Review each item against the engagement scope:
   • If the engagement is shorter (e.g., 2-week spike), mark non-critical items as N/A
   • If longer (e.g., 12-week build), add items from the extended framework inventory (Doc 12: MLOps, Doc 18: Operations)
4. Never mark Non-Negotiable (NN) items as N/A -- these require Engineering Leadership approval to waive (Doc 01, Section 5.1)
5. Record all tailoring decisions in the Engagement Tailoring Record (#11)
6. Add engagement-specific deliverables requested by the client that aren't in this template

Common Additions by Engagement Type

Engagement Type	Typical Additional Artifacts
Production deployment	Runbooks, on-call rotation, rollback plan, monitoring dashboards, cost projection
Regulated industry	Compliance mapping, responsible AI checklist, governance log, audit trail design
Multi-team	Cross-team interface contracts, shared API specs, integration test suite
Data-heavy	Data lineage docs, PII handling policy, data quality reports, refresh schedules
Long-running (12+ weeks)	Monthly steering committee pack, model version registry, drift detection setup