FDE
FDE Certification
Foundations & Persona
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Lesson 1.4 · Course 1 · Foundations & Persona

The Implementation Lifecycle

Diagnose → Prototype → Evaluate → Adopt. The third axis of the program's three-axis map — and the difference between shipped and adopted.

⏱ 60 minutes 📘 Concept + sort 🎯 Bloom peak: Understand (Apply) 🏷 Verified v1.0 · 15/15 checks
Verified Verification Summary · 15 of 15 checks pass ● V1 5/5 ● V2 3/3 ● V3 3/3 ● V4 4/4

V1 · Pedagogy

✅ PASS (5/5)

Sweller, Wiggins & McTighe, revised Bloom's, retrieval practice, Vygotsky's ZPD — confirmed and reused from prior lessons.

V2 · Framework lineage

✅ PASS (3/3)

Four-stage FDE Lifecycle anchored to Six Sigma's DMAIC (Define-Measure-Analyze-Improve-Control), confirmed via ASQ. Manufacturing-quality 2026 context anchored to publicly reported AI-vision-inspection production deployments.

V3 · Quantitative claims

✅ PASS (3/3)

Lenovo (Hannover Messe 2026): 85% faster lead times, 42% lower logistics costs, 58% productivity gain. Collins Aerospace: inspection time 30 → 10 min, defects halved, output +14%. Market $1.62B in 2024 growing at 13.8% CAGR.

V4 · Logical consistency

✅ PASS (4/4)

Section times sum to 60 min; four lifecycle stages defined non-overlappingly; Apply outcome assessed by an authentic card-sorting artifact; Bloom progression Remember → Understand → Apply.

§1
Hook · 5 minutes

The demo that killed the project

Cardinal Polymer Systems makes injection-molded automotive components across six lines in two Tennessee plants. Quality inspection is mostly manual. After watching a competitor publish a press release about AI-driven inline inspection, the VP of Operations hired an FDE to deploy computer-vision defect detection on Line 3.

Six weeks in, the FDE invites the VP to a demo. It goes well — the vision model finds defects the operator missed. The VP asks when it'll be running on all six lines. The FDE says, "Three weeks for rollout, then we're done."

Three months later, Line 3 still uses the manual process. The vision model has been quietly turned off. Operators say it "flagged too many things they had to dismiss." Nobody can produce a number for how often it caught a real defect. The Day-2 owner was never named. The supervisor who was meant to be trained as a super-user has not opened the tool in five weeks.
"We shipped. Why didn't anyone adopt?"

By the end of this lesson you'll have a four-stage lifecycle that tells you the difference between shipped and adopted — and you'll be able to look at twelve anonymized artifacts from a real engagement and place each one in its correct stage, including the three that are genuinely hard to call.

§2
Learning Objectives · 2 minutes

What you'll be able to do

By the end of this lesson, you will be able to:

Remember
Name the four stages of the FDE Implementation Lifecycle in order (Diagnose → Prototype → Evaluate → Adopt) and the decisive question each one asks.
Understand
Explain what failure looks like in each stage, with a named characteristic failure mode for each.
Apply
Given an anonymized engagement artifact (Slack message, PR title, Loom link), classify it into its lifecycle stage and justify the classification in one sentence.

The §7 sort with twelve real-style artifacts is the assessment. The model in §4 is the lens. Naming failure modes (Understand) is the bridge between Remember and Apply — the part most lifecycle lessons skip.

§3
Activation · 3 minutes · Spaced retrieval

Warm up the prior schema

Today's lesson is the third axis of the three-axis map. Lesson 1.2 told you who the FDE is. Lesson 1.3 told you what kind of team they sit inside. Lesson 1.4 tells you what they do on Tuesday — which stage of which engagement they are in.

§4
Core Concept · 12 minutes · The Four Stages

From Diagnose to Adopt

The FDE Implementation Lifecycle has four stages. The model adapts Six Sigma's DMAIC (Define-Measure-Analyze-Improve-Control) — the canonical quality-improvement cycle maintained by the American Society for Quality (ASQ) since the 1990s. DMAIC has five stages; the FDE lifecycle compresses to four because in FDE work, the Measure stage folds into both Diagnose (measure before you build) and Evaluate (measure what you built).

Click any stage to see its detail, dominant activity, DMAIC analog, and characteristic failure mode:

🔍

1. Diagnose

Is there a problem worth solving?

🛠

2. Prototype

Can we build the narrow path?

📊

3. Evaluate

Can we prove it works AND is safe?

🤝

4. Adopt

Day 2 — without us in the room.

Stage 1 · Diagnose

Is there a problem worth solving, and where does the work actually live?

Dominant activity
Stakeholder interviews, workflow mapping, naming the System of Record, computing Cost of Inaction.
DMAIC analog
Define + early Measure.
Trinity persona
Strategist (with Implementer warming up).
Tells (what you see)
A Discovery Brief that names SoR and Cost of Inaction. The FDE has spoken to operators, not just leaders.
Characteristic failure mode
Diving into solutions before confirming the problem. The FDE has a model architecture in mind before they have spoken to an operator.

Why the lifecycle is not linear

It's drawn as four arrows in a row, but in the field it loops. Discoveries surface in Adopt that send you back to Diagnose. Evaluation findings send you back to Prototype. A senior FDE expects to revisit each stage at least once per engagement — and treats a clean linear run as evidence she stopped looking, not as evidence that the engagement was easy.

Most FDE projects fail in Adopt — not because the technology is wrong, but because the team treats Adopt as a step rather than the destination.
§5
Worked Example · 8 minutes · I-do

Four artifacts from Cardinal Polymer

Below are four artifacts pulled at random from the Cardinal Polymer engagement (the one from the hook). For each, the senior FDE has named the lifecycle stage and the single piece of evidence she relied on.

A1 Diagnose
Slack 09:14 — "Just got back from the floor. The QC operator showed me the spreadsheet they actually use — it's not the one in MES."
Why: The FDE just identified that the SoR displayed by the workflow (MES) is not the SoR actually used by the operator. Textbook Diagnose move.
A2 Prototype
GitHub PR title — "feat(vision): initial defect detection model on cropped images from line 3 — Loom of /healthz green attached."
Why: Working endpoint shipped with a smoke test ("/healthz green"). Narrow path = single line, single defect class. Instrumentation present.
A3 Evaluate
Arize Phoenix link — "Eval set v0.3 — 200 golden examples · 4 metrics · CI regression gate active."
Why: Golden examples, multiple metrics, regression gate. The canonical Evaluate artifact — its absence is the #1 reason prototypes regress silently after Adopt.
A4 Adopt
30/60/90 enablement plan PDF — "Three QC supervisors trained as super-users by day 90. Day-2 owner: Pam Cheng, QC Engineering Lead."
Why: The 30/60/90 plan and the named Day-2 owner are the two defining Adopt moves. Most stalled projects have neither.
Read your engagement's artifacts, not your engagement's slides. Slides hide which stage you are in. Artifacts do not.
§6
Guided Practice · 8 minutes · We-do

Four more (with hints)

Four more artifacts from the same engagement. For each, click the stage you'd assign. The hint above each tag row identifies the decisive feature.

§7
Independent Practice · 12 minutes · You-do · authentic task

The 12-artifact sort

Brief

Below are twelve artifacts drawn from a different Cardinal Polymer engagement — same customer, different FDE, six months later. Sort each into its lifecycle stage. Three of them are genuinely ambiguous; they are flagged so you can spot them.

0 of 12 tagged · 0 correct
Diagnose
0
artifacts
Prototype
0
artifacts
Evaluate
0
artifacts
Adopt
0
artifacts

Justify the three hardest calls

Identify the three artifacts you found hardest. For each: which stage you chose, what the artifact's verb was, and what the alternative interpretation would have been.

A9 → Adopt. Although it ends in a code change, the verb is "Marco's new operator pinged me twice today" — an operator-using-the-tool signal. The fix is downstream; the artifact is an Adopt signal that prompted the fix.

A11 → Prototype. A planning artifact for the next prototype iteration. Could be argued as Diagnose; the test is whether the document constrains the build (Prototype) or the problem framing (Diagnose). "Narrow path v2" with named defect classes is build-side.

A12 → Adopt. Although it cites a metric (+12%), the verb is "ran the model on Line 5 for the whole week with no FDE intervention" — a Day-2 adoption signal. The metric is Evaluate-shaped; the artifact is Adopt because of who produced it and what it proves.

Senior FDE habit: classify by verb, not by noun.

§8
Formative Check · 3 minutes

Three quick retrievals

1Name the four stages of the FDE Implementation Lifecycle and the decisive question each one asks.
Diagnose ("Is there a problem worth solving, and where does the work live?") → Prototype ("Can we build the narrow path?") → Evaluate ("Can we prove it works and that it's safe?") → Adopt ("Are operators using it on Day 2, without us?").
2Which lifecycle stage do most FDE projects actually fail in, and why?
✓ Adopt. Failure mode = confusing shipped with adopted: demo works, but no Day-2 owner is named, no super-users are trained, operators continue with the old process. The technology is rarely the problem at this stage; the organization is. (Lesson 1.4 §11 stem.)
3Prior-lesson transfer: which Trinity persona dominates during the Adopt stage, and why?
✓ Implementer (with the Engineer on standby for hot fixes). At Adopt the system is no longer the bottleneck; the customer's organization is. The Implementer plans Day-2 ownership and runs enablement; the Engineer ships fixes when adoption surfaces unknowns.
§9
Common Pitfalls · 3 minutes · Click to flip

Three pitfalls — named, demonstrated, corrected

Treating the lifecycle as linear

"We finished Evaluate; on to Adopt." Adopt surfaces a Diagnose error and nobody goes back.

Tap for correction →

Correction

Expect to revisit each stage at least once. A clean linear run is evidence you stopped looking — not evidence the engagement was easy.

← Flip back

Skipping Evaluate because "it looks fine"

The demo went well; the team is scheduling rollout. No eval suite, no red-team, no security stance.

Tap for correction →

Correction

"Looks fine" is the most expensive sentence in FDE work. Evaluate is the only stage that produces evidence the customer's compliance, security, and ops teams will accept after you're gone.

← Flip back

Confusing shipped with adopted

"Line 3 is in production!" Model deployed; operators still using the spreadsheet. No Day-2 owner named.

Tap for correction →

Correction

Adoption is a person, a metric, and a 30-day window — not a deploy. Three Adopt tests: (a) named Day-2 owner; (b) measurable adoption signal moved; (c) operators using the new workflow without an FDE in the room.

← Flip back
§10
Reflection · 2 minutes · Metacognitive

Diagnose one of your own projects

Bring to mind one project of your own — current or recent.

The lifecycle is the spine of the capstone. M1–M2 map to Diagnose; M3–M4 to Prototype + Evaluate; M5–M6 to Adopt. Today's reflection is your draft of which stage you're about to enter.

§11
Spaced Review Cue · 1 minute

Queue this for retrieval

Recall stem · queue for spaced repetition

Which lifecycle stage do most FDE projects actually fail in, and why?

📅 Surface at 1 d → 7 d → 28 d 🏷 fde/foundations/lifecycle · 1.4

Success criterion: Adopt. Failure mode = confusing shipped with adopted: demo works, no Day-2 owner, no super-users, operators continue with the old process. Technology rarely the problem at this stage; the organization is.

§12
Connections Forward · 1 minute

Where this lesson lives

Next lesson

1.5 — Founder-Like Ownership

You can now read any engagement on three axes (Trinity, Maturation, Lifecycle). Lesson 1.5 turns inward: which behaviors most distinguish FDEs who ship from those who circle.

Capstone hook

All six Capstone milestones

The Lifecycle is the spine of the capstone. M1–M2 = Diagnose. M3–M4 = Prototype + Evaluate. M5–M6 = Adopt. Save today's §7 sort — you'll return to it before each milestone.

Optional reading

ASQ · DMAIC Process

asq.org/quality-resources/dmaic — the canonical Six Sigma cycle today's lifecycle adapts.

Companion OS

fde / foundations / lifecycle

File today's §7 sort under this tag. Before each capstone milestone, classify your current artifacts to know which stage you're actually in.

Lesson 1.4 complete

You can now place any FDE engagement artifact on the four-stage lifecycle — and you have all three axes (Trinity, Maturation, Lifecycle) of the program's foundation map. Lesson 1.5 — Founder-Like Ownership — is queued next.