A training rollout plan sets out who learns what, in which order, by which date and under whose ownership, so that people are ready before the agent gains each new depth. This template has six phases, from readiness check to renewal, each with its audience, timing relative to go-live, owner and exit test.
What is a rollout plan for?
A course catalogue says what is available. A rollout plan says what happens, to whom, and when it must be done. It is the document a programme board approves and an auditor reads later to check that training came before risk.
The anchor is the agent, not the calendar. Each phase is pinned to an event in the agent's life: the shadow period starting, the first held action, a move from depth 2 to depth 3, a certificate lapsing. That way a slipped go-live does not leave training stranded, and an early one cannot overtake it.
Use the plan for any first deployment and for each later one. For deciding what the first deployment should include, see what a good AI agent training plan for a first deployment looks like. For the order of training groups, see the guide to training teams for AI agents.
How do you fill it in?
Write go-live as week 0 and count backwards and forwards from it. For each phase, record:
- Audience: named groups, not "all staff".
- Content: the track or session they take.
- Window: start and end weeks relative to go-live.
- Owner: one named person who answers for the phase finishing.
- Exit test: what must be true before the next phase begins.
- Communication: what people are told, and when.
Every individual within a phase still needs their own study plan, but the rollout plan fixes the shape around them. The messages that go with each phase are covered in the staff communication plan template for an AI agent rollout.
The rollout plan template
| Phase | Audience | Content | Window | Owner | Exit test |
|---|---|---|---|---|---|
| 0. Readiness | Whole team that will work with the agent | Short test of the shared vocabulary, scored by concept | Week minus 10 | Learning lead | Gaps listed; first agent confirmed |
| 1. Foundation | Everyone who will read or act on agent output | Shared foundation: depth, verdicts, provenance, the record | Weeks minus 9 to minus 6 | Learning lead | Every person has passed |
| 2. Reviewer certification | Reviewers and team leads on the held rota | Certified reviewer track, exam, two-week practicum | Weeks minus 6 to 0 | Process owner | Every rota member signed off |
| 3. Builder and owner | Agent builders; agent owner | Builder track; depth decision briefing | Weeks minus 8 to minus 2 | Agent owner | Agent certified on own cases; depth decision signed |
| 4. Go-live and first month | Reviewers, leads | Calibration every two weeks; one incident drill | Weeks 0 to 4 | Team lead | Calibration agreement acceptable; drill completed |
| 5. Widening | Approvers for any new capability or depth | Update training on the new capability; practicum if depth 3 or above | Before each change | Process owner | Approvers certified before change goes live |
| 6. Renewal | All certified people | Update module and short quiz | Before each certificate expires | Learning lead | No approver holds a lapsed certificate |
Worked example
Consider an illustrative insurer putting a claims agent live. It will draft settlement letters at depth 2 from week 0, then pay small claims under 500 at depth 4, held, from week 12.
- Phase 0, week minus 10: 40 claims staff take the readiness test. The report shows weak scores on provenance classes.
- Phase 1, weeks minus 9 to minus 6: all 40 complete the foundation, with extra time on provenance.
- Phase 2, weeks minus 6 to 0: 14 handlers on the held rota and 3 team leads are certified. Owner: head of claims.
- Phase 3: two builders certify the agent on the insurer's own past claims. The head of claims signs the depth 2 decision.
- Phase 4, weeks 0 to 4: calibration every two weeks; a drill on a lapsed agent certificate in week 3.
- Phase 5, weeks 8 to 12: the 14 handlers complete an update on held payments, with a short practicum, before the payment capability opens.
- Phase 6: renewals fall 12 months after each certificate's issue date.
The announcement that opens phase 1 can follow the training communication email template for an AI agent rollout.
Where the Academy fits
Pryme Intelligence Academy lines up with phases 0 to 3 and 6. The free readiness assessment for teams of up to 25 gives the phase 0 report: scores by concept, the gaps and the first agent to start with. Foundations, Operator and Builder cover phases 1 to 3, and the admin view tracks progress, results and expiry dates for phase 6.
Questions people ask
What if go-live moves?
Move week 0 and every phase moves with it. That is why the plan is written in relative weeks. Never let go-live move earlier without checking phase 2 is complete.
Who should own the whole plan?
The agent owner, with the learning lead running logistics. The owner is accountable for the agent's risk, and training is one of the controls on that risk.
How should the rollout be announced?
Tell people what the agent will do, what they will decide, and when they will be trained, before phase 1 starts. The full approach is in how to communicate an AI agent rollout to staff.