SDECB

SDECB AI Project Roadmap

Overview

This roadmap documents future improvements and work items identified during the comprehensive project audit (January 2026). Items are tracked against the Implementation Phase (Jan-Mar 2026, $80K budget).

Current Status: Portal v2 deployed, KB operational, training scheduled

Next Milestone: Training session (January 19, 2026)

What’s Already Done

Completed Infrastructure

Completed Documentation

Phase 1 Preparation (Before January Training)

1. Phase 1 Master Plan Specification - COMPLETED

Priority: HIGH Status: DONE Owner: Kris Krug

Completed:

Deliverable: /docs/implementation/PHASE2_MASTER_PLAN.md

2. Training Curriculum Development

Priority: HIGH Timeline: Before January 2026 Owner: Kris Krug (Jan 19 delivery) + P.J. Muhigi (Feb–Mar curriculum & delivery)

Tasks:

Materials Needed:

Deliverable: /docs/training/PHASE_1_TRAINING_CURRICULUM.md + training materials

3. AI Policy Framework

Priority: HIGH Timeline: Before January 2026 Owner: Kris Krug (template), Mylene + team (co-creation)

Tasks:

Policy Sections:

Key Concerns to Address:

Deliverable: /docs/governance/AI_POLICY_FRAMEWORK.md

3b. External Chatbot Prototype Planning

Priority: HIGH Timeline: February-March 2026 Owner: Lionel Ringenbach (technical spec), Kris Krug (governance & rollout)

Context: Per the Jan 8, 2026 meeting with Mylène, ministry funding language includes an external/public chatbot. Phase 2 delivers the prototype plan; Phase 3 delivers the prototype build (if the stop/go gate is approved).

Phase 2 Deliverables:

Phase 3 Dependency: The external chatbot prototype build only proceeds if the stop/go gate is approved at end of March, based on:

Reference Docs:

Deliverable: External Chatbot Prototype Plan (spec + governance + rollout approach)

4. Success Metrics Definition

Priority: MEDIUM Timeline: Before Phase 1 kickoff Owner: Kris Krug + Mylene

Quantitative Metrics:

Qualitative Metrics:

Deliverable: /docs/PHASE_1_SUCCESS_METRICS.md

Code Quality Improvements

5. Error Handling & Logging Infrastructure

Priority: MEDIUM Timeline: Phase 1 development Effort: 2-3 days

Current State:

Tasks:

Deliverable: /docs/technical/ERROR_HANDLING.md

6. Automated Testing

Priority: MEDIUM Timeline: Phase 1 development Effort: 3-5 days

Current State:

Tasks:

Deliverable: /tests/ directory with automated test suite

7. Code Refactoring & Component Library - PARTIALLY COMPLETED

Priority: LOW (defer to post-Phase 1) Status: Portal v2 has component library; legacy demos remain

Completed:

Remaining (Low Priority):

Deliverable: /portal/v2/components/ - DONE

8. Archive Cleanup & Documentation - COMPLETED

Priority: LOW Status: DONE

Completed:

Deliverable: /portal/archive/README.md - DONE

Documentation Organization

9. Master Documentation Index

Priority: LOW Timeline: Phase 1 Effort: 1-2 hours

Tasks:

Deliverable: Updated /docs/README.md

10. Getting Started Guide

Priority: LOW Timeline: Phase 1 Effort: 2-3 hours

Tasks:

Deliverable: /docs/GETTING_STARTED.md

Notion Workspace Organization

11. Notion Cleanup

Priority: MEDIUM Timeline: Before January training Effort: 3-4 hours

Current Issue: User reported “structure/organization is messy”

Recommended Structure:

SDECB AI Project/
├── 📋 Project Dashboard
│   ├── Budget Tracker ($80K)
│   ├── Timeline (Jan-Mar 2026)
│   ├── Key Contacts
│   └── Phase Overview
│
├── 🎯 Phase 1: Implementation (Jan-Mar 2026)
│   ├── Training Sessions (January)
│   ├── Knowledge Base Development (February)
│   ├── Chatbot Deployment (March)
│   └── Success Metrics Dashboard
│
├── 📚 Discovery Phase (Archive - Sept 2025)
│   ├── Interview Summaries (12 staff)
│   ├── Presentation Materials
│   ├── Demo Documentation
│   └── Meeting Notes
│
├── 📖 Documentation
│   ├── AI Policy (In Progress)
│   ├── Training Materials
│   ├── Technical Guides
│   └── User Documentation
│
├── 👥 Team & Stakeholders
│   ├── Staff Directory
│   ├── Champions & Skeptics
│   ├── Volunteer Pilot Group (7 people)
│   └── External Partners (Philippe)
│
└── 📊 Reporting
    ├── Weekly Progress Updates
    ├── Budget & Expenses
    ├── ROI Tracking
    └── Board Reports

Tasks:

Deliverable: Organized Notion workspace

Production Deployment Readiness

12. API Proxy Layer (Server-Side Key Management)

Priority: HIGH (before production deployment) Timeline: Phase 1 or before public launch Effort: 3-5 days

Current Issue:

Solution:

Technologies:

Deliverable: API proxy service + deployment documentation

13. Rate Limiting & Monitoring

Priority: MEDIUM Timeline: Phase 1 Effort: 2-3 days

Tasks:

Deliverable: Monitoring dashboard + alerting system

14. Data Privacy Audit

Priority: HIGH (before public deployment) Timeline: Phase 1 Effort: 3-5 days

Tasks:

Deliverable: Privacy audit report + compliance documentation

Priority Summary

Completed

Critical (Do Before Production)

  1. API Proxy Layer (server-side key management)
  2. Data Privacy Audit
  3. AI Policy Framework

High Priority (Phase 1)

  1. Training Curriculum
  2. Success Metrics Definition
  3. Error Handling & Logging

Medium Priority (Phase 1 or Phase 2)

  1. Automated Testing
  2. Notion Workspace Organization
  3. Rate Limiting & Monitoring

Low Priority (Nice to Have)

  1. Master Documentation Index
  2. Getting Started Guide

Budget Considerations

Phase 1 Budget: Ministry-funded (secured December 2025)

Estimated Costs:

Total Phase 1 Technical: ~$12K-21K (leaves budget for ongoing operations, API costs, and contingency)

Timeline Overview

January 2026:
├── Training Sessions (3 x 90 min)
├── AI Policy Co-Creation
└── Begin Knowledge Base Development

February 2026:
├── Knowledge Base Completion
├── Begin Chatbot Development
└── Error Handling & Logging Implementation

March 2026:
├── Internal Chatbot Deployment
├── API Proxy Implementation (if deploying publicly)
├── Testing & Quality Assurance
└── Success Metrics Measurement

Post-Phase 1:
├── Code Refactoring
├── Documentation Organization
└── Continuous Improvement

Risk Mitigation

Key Risks:

  1. Training Delay - Mitigate: Schedule sessions in early January, prepare materials in advance
  2. French Language Quality - Mitigate: External French trainer for delivery, native speaker review
  3. Technical Complexity - Mitigate: Start with MVP, iterate based on feedback
  4. Scope Creep - Mitigate: Clear Phase 1 specifications, prioritized roadmap

Questions for Future Decision-Making

  1. Archive Deletion: Keep or delete 18 archived demos?
    • Current Recommendation: Keep with documentation (historical value)
  2. Testing Coverage: What’s the target coverage percentage?
    • Current Recommendation: 60% for Phase 1 (pragmatic, achievable)
  3. Refactoring Timing: Refactor now or after Phase 1?
    • Current Recommendation: Plan now, execute after Phase 1 (risk management)
  4. Source of Truth: GitHub or Notion for documentation?
    • Current Recommendation: GitHub for technical docs, Notion for project management

Last Updated: January 11, 2026 Next Review: After Phase 1 completion (March 2026) Owner: Kris Krug (The Upgrade AI)