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    CAFFinance
    Implementation

    Move from evaluation to evidence with five accountable gates.

    Review the accountable five-gate implementation model for a privacy-minimized Community Acquired Finance organization program.

    Build a program brief Contact CAF without sensitive information
    01

    Open evaluation

    Buyer and reviewers inspect the live product, sources, trust pages, and data boundaries. No participant launch.

    02

    Focused program

    One audience, one decision moment, approved modules, named support, and an aggregate learning plan.

    03

    Phased partnership

    A second program or recurring calendar only after the first phase produces useful evidence.

    Standard five-gate sequence

    1. 1

      Define

      Name one audience, one decision moment, one accountable owner, approved channels, and stop conditions.

    2. 2

      Review

      Review the live product, sources, data flow, privacy, security, accessibility, legal scope, communications, and support path.

    3. 3

      Prepare

      Approve launch copy, participant privacy notice, facilitator guidance, baseline, feedback pulse, and correction contacts.

    4. 4

      Launch

      Use approved channels without a participant file; monitor support questions, accessibility, incidents, and corrections.

    5. 5

      Learn

      Review reach, consented aggregate engagement, usefulness, limitations, and the evidence for expanding, revising, or stopping.

    Required before launch: sponsor, program owner, reviewers, participant support route, correction and incident contacts, accessibility owner, measurement owner, approved privacy notice, and written scope.
    Contact boundary: Do not send PHI, employee or member records, plan documents, names, IDs, diagnoses, medications, claims, case-specific details, or other sensitive information. Begin with organization type, broad audience, decision moment, timeline, and accountable owner.