01 · Scope
What's in the pilot
Participants & modules
- 50–150 participants in one cohort
- 2–3 simulation modules
- Conduct / scenario module — a release-night sign-off & escalation scenario under deadline
- Market-pressure / suitability-pressure module — decision discipline under loss
- One remediation / replay pass
Deliverables
- Individual learner reports (declared-vs-demonstrated consistency band)
- Cohort summary report
- Exportable event log (CSV / JSON · xAPI / SCORM)
- Admin / completion view
- Executive readout call
- Optional: policy / scenario mapping workshop
02 · Timeline
8 weeks, end to end
- Week 0
Kickoff & mapping. Confirm scope, map scenarios to your conduct policies (optional workshop), set up the participant roster with firm-controlled anonymized IDs, capture declared intent at intake.
- Weeks 1–2
Module 1 — Conduct. Tutorial + the conduct-under-deadline simulation. Completion tracked in the admin view.
- Weeks 3–4
Module 2 — Market / suitability pressure. The decision-under-loss simulation; cohort progress monitored.
- Weeks 5–6
Remediation replay. Flagged segments re-run the priority scenarios; cycle-over-cycle change captured on the same standardized scenarios.
- Week 7
Reports & export. Learner reports + cohort summary generated; full event log exported to your LMS / audit system.
- Week 8
Executive readout. A working session on the cohort findings, remediation priorities, and the expansion path. (A 90-day variant spaces the same phases over a quarter.)
The pilot also functions as the first declared-vs-demonstrated consistency study — producing a mismatch rate and repeat-test stability for your cohort.
03 · Implementation
What we provide
- Browser-based simulations — no install
- Roster- or SSO-based participant access
- Admin / completion dashboard
- Report generation + exports
- Setup, monitoring, and the executive readout
What we need from you
- A named sponsor and a participant roster
- Firm-controlled anonymized participant IDs
- Optional: your conduct policies for scenario mapping
- An LMS / audit destination for exports (if desired)
04 · Data & privacy boundaries
Contained by design. Participants are identified only by firm-controlled anonymized IDs; ReadyConduct does not require client or account PII. The event log captures decisions inside the simulation — not real client, account, or trading data. Scoring is deterministic and event-based — there is no hidden open-ended AI scoring and no profiling beyond the simulation. The firm controls retention and export; pilot data is scoped to the pilot. This is supplemental training and decision evidence — not a lie detector or assessment of honesty, not an employment, hiring, or disciplinary decision, not investment advice, not a suitability approval, and not a prediction of real-world performance.
05 · Commercials
$125,000
Fixed-price pilot
One fixed-scope conduct pilot, as specified above — full scope, no per-seat metering inside the pilot band of 50–150 participants.
Payment. 50% to reserve & build the pilot; 50% before launch (at pilot start).
Expansion path. After the pilot, an annual license or a second cohort — typically $250k–$500k / year depending on users, modules, reporting, customization, and support.