A launch checklist should connect technical readiness to real operating responsibilities and rehearsed procedures—not just green status indicators.
This guide is written for brokerage leaders, operations teams and technology partners who need a clear path from a design decision to a repeatable operating process. Adapt the recommendations to your own architecture, policies and service commitments.
Confirm platform and connectivity
Verify environments, domain and certificate configuration, access controls, integrations, market-data paths and alert routing. Confirm production settings are reviewed by authorized owners.
Capture evidence for account access, core workflows, monitoring and restore procedures before the launch decision.
Rehearse core business journeys
Walk through enquiry, onboarding, approval, funding where applicable, trading, reporting and support. Use test cases with clear expected results and reviewable evidence.
Include failure scenarios such as provider interruptions, delayed callbacks, rejected actions and access recovery.
Prepare people and procedures
Publish escalation contacts, shift coverage, incident templates, reconciliation instructions and client communication drafts. Make sure the team knows who can make time-sensitive decisions.
Check that support staff can identify the source of truth and access the runbooks required to resolve a problem.
Set launch criteria and stop conditions
Define the minimum evidence required to proceed and the conditions that pause launch. Record known limitations and the person accepting each one.
Schedule first-hour, first-day and first-week reviews to catch problems that only appear under real operating conditions.
A practical checklist
Readiness is demonstrated when teams can run normal workflows and respond coherently when those workflows fail.
Questions to discuss with your team
Who owns the go-live decision?
The accountable business and technical owners should review evidence and document accepted risks.
What should happen after launch?
Run defined health checks, review incidents and unresolved cases, and remove temporary workarounds.
Key takeaways
Start with the business journey, document ownership and failure handling, then validate the design with realistic scenarios. Review the results with the teams who will operate the system and keep the checklist current as the environment changes.
