Pilot planning

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Pilot Readiness Review

Start with a one-minute steer on whether your pilot can prove what you think it proves. Then turn it into a Pilot Decision Record with clear evidence, honest boundaries and a defensible decision at the end.

Check what it can prove Create the record

Privacy and scope

Use anonymised planning details only.

This tool uses structured choices only - there are no free-text fields, nothing is sent anywhere, and nothing is saved. Use anonymised, non-confidential planning details only.

It is planning support, not a substitute for legal, compliance, clinical, financial, HR, procurement, security or formal governance review.

Step 1 — quick steer

Check what this pilot can honestly prove.

Start with the claim before you build the plan. Six quick choices, about a minute. If the setup undermines the claim, the steer will say so. Use the full review below when you need a decision record for stakeholders.

What are you mainly trying to prove? Start with the claim. The steer checks whether the rest of the plan can honestly support it.

People will pay for it, at a price that works People genuinely want it People will actually use it (adoption) It can run at real volume (scalability) It improves the outcome that matters (time saved, fewer errors, better result) It works reliably enough to use

Who will take part?

Representative of the real target users or buyers Hand-picked, friendly or especially likely to say yes Internal team or colleagues only Not sure

What are participants paying?

The real price the market would pay Free, discounted or sponsored Internal only, no real buyer Pricing is not relevant to this claim Not sure

What are the support and volume conditions during the pilot?

Production-realistic support and representative volume Hand-held, high-touch, or a tiny controlled sample Not sure

What evidence would make you believe it worked? The downstream result that matters: a sale, time saved, fewer escalations, retention, a quality change — not just that it got used.

A defined downstream result, measured against a baseline Usage or activity only (it got used) Not defined yet

What would make you stop, redesign or continue?

Stop, redesign and continue criteria are set before starting Not agreed yet Not sure

Step 2 — full review

Build the decision record in three steps.

The deeper version of the quick steer above: it turns your answers into a Pilot Decision Record you can put in front of stakeholders. Choose structured answers only; generate a record when you are ready, and update it deliberately if you change an answer.

Step 1 of 3

1 Best-fit pilot situation

Pick the closest fit. The record is based mainly on what the pilot must prove and the conditions you select.

First pilot Use this when the team is testing the idea in practice for the first time. Follow-up pilot Use this when an earlier pilot gave a signal and the next run needs to test what is still uncertain. Failed or confidence-rebuild pilot Use this when a previous attempt struggled and the next pilot needs clearer evidence boundaries before confidence is rebuilt. Commercial-model pilot Use this when the pilot needs to test whether pricing, payment or the economics can work. Scale-readiness pilot Use this when something worked in a controlled setting and the next question is whether it can survive broader rollout. Operational-feasibility pilot Use this when the pilot needs to show whether the surrounding people, process and support model can run at all. Mixed or not sure Use this when more than one situation fits. The record will still be driven by the proof areas and conditions you choose.

Pilot Readiness Review

Use anonymised planning details only.

Check what this pilot can honestly prove.

Why

What this pilot can prove

What this pilot cannot prove

How to strengthen it

Next step

Build the decision record in three steps.

Product/technical readiness

Usability/adoption

Demand/desirability

Willingness to pay/commercial viability

Operational feasibility

Operational scalability

Downstream value/outcome

Stakeholder confidence

Pilot Decision Record

What this pilot must prove

What this pilot will not prove

Conditions to set before starting

Start with these conditions

Other limits to note

Stakeholder summary