# Capstone Submission Checklist

Name: ______________________
Business: ______________________
Submission date: ____ / ____ / ______

Your capstone is a documented agentic department for your own business, plus a plan to grow it. Tick every item before you submit. If you used the sample company instead of your own business, say so on the cover page. Remove or anonymize any client names, personal data and credentials before you submit anything.

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## 1. The system (Module 14.1)

- [ ] Full inventory table of your setup: CLAUDE.md files, skills, subagents, custom commands, hooks, permission rules, MCP connectors, plugins and scheduled routines.
- [ ] Duplicates merged and dead experiments removed or archived. List what you removed: ______________________
- [ ] Project CLAUDE.md rewritten as a router: who the company is, universal rules, where each type of task goes.
- [ ] CLAUDE.md is short enough to read in five minutes (aim for two pages or less).
- [ ] AI org chart: you at the top, each subagent as a department, the skills each one owns underneath.
- [ ] Every skill has exactly one owner agent or a named human owner.
- [ ] End-to-end test done: one realistic week of tasks run in a single day. Note what went to the wrong place and what you fixed.

## 2. Safety and governance (Module 11)

- [ ] AI use policy, one page, shared with the team.
- [ ] Approval map: every action that leaves the business (email, message, payment, publishing, deletion) listed with its approval gate or blocking rule.
- [ ] Every approval gate has a named approver.
- [ ] Permission settings reviewed: risky actions denied or set to ask.
- [ ] No passwords, API keys or tokens inside CLAUDE.md, skills or any file you submit.
- [ ] Security checklist from Module 11 completed for every agent and routine.

## 3. Proof it paid off (Module 12)

- [ ] AI ROI Calculator filled with at least 30 days of real data.
- [ ] Hours saved measured before and after for every automated task.
- [ ] Supervision time included for every agent.
- [ ] Rework rate sampled for every agent.
- [ ] Hard gains and soft gains in separate columns.
- [ ] Every row has a decision: keep, fix or kill.
- [ ] Estimates clearly labelled as estimates.

## 4. Team (Module 13, if you have a team)

- [ ] Internal plugin created and `claude plugin validate` passes.
- [ ] At least one teammate has installed it and used a skill.
- [ ] RACI matrix with exactly one Accountable per skill or routine.
- [ ] 30-day rollout plan with names and dates.
- [ ] Adoption scorecard with at least two weeks of data.

Solo business? Replace this section with a one-paragraph note on who you would hire or delegate to first, and which skills they would use.

## 5. Results presentation (Module 14.3)

- [ ] Ten slides or fewer.
- [ ] One audience and one clear ask, written on the first slide of your speaker notes.
- [ ] At least one real before and after story.
- [ ] One slide on what did not work.
- [ ] Every number traceable to your ROI sheet or scorecard.
- [ ] Rehearsed against the skeptical partner prompt. Top three hard questions and your answers attached.

## 6. 90-day roadmap (Module 14.4)

- [ ] Three phases: stabilize, expand, scale.
- [ ] Three to five outcomes per phase, each with an owner and a success metric.
- [ ] Your next three use cases from Module 12 placed in the expand phase.
- [ ] Three monthly reviews and one quarterly ROI review booked in your calendar (add the dates).
- [ ] Staying-current routine: 30 minutes a month, date of first review: ____ / ____ / ______

---

## Self-review score

Score each area from 1 (weak) to 5 (strong). A package ready for the certificate scores at least 3 in every area.

| Area | Score (1 to 5) | What would make it a 5? |
|---|---|---|
| System clarity (router, org chart, owners) | | |
| Safety (gates, permissions, policy) | | |
| Evidence (ROI with real numbers) | | |
| Team readiness (or delegation plan) | | |
| Presentation (one ask, honest) | | |
| Roadmap (realistic, reviews booked) | | |

## What to submit

1. Cover page: your name, business, industry, team size, date.
2. Inventory table and AI org chart.
3. Your router CLAUDE.md (anonymized).
4. Approval map and AI use policy.
5. AI ROI Calculator (CSV or spreadsheet).
6. Results presentation (PDF).
7. 90-day roadmap.
8. This checklist with the self-review score.

One paragraph to finish: what was the single biggest change in how you spend your week?

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