Purpose and use
A pilot risks becoming an open-ended proof of concept without budget ownership, success criteria, or a next decision.
Who should use it
Enterprise, Partner decision owners, technical owners, reviewers, and delivery partners.
Decision supported
A pilot risks becoming an open-ended proof of concept without budget ownership, success criteria, or a next decision.
Pilot identity
For each item, record the responsible owner, evidence, and whether the answer is Yes, Partly, No, Unknown, or Not applicable when the worksheet format supports it.
- Business problem and decision owner
- Executive sponsor and technical owner
- System, workflow, user, data, and environment boundary
- Start, end, and review dates
- Budget and purchasing path
Evidence and success
For each item, record the responsible owner, evidence, and whether the answer is Yes, Partly, No, Unknown, or Not applicable when the worksheet format supports it.
- Baseline and target measures
- Representative cases and exclusions
- Required client inputs
- Named deliverables and acceptance
- Failure, pause, and stop conditions
Next decision
For each item, record the responsible owner, evidence, and whether the answer is Yes, Partly, No, Unknown, or Not applicable when the worksheet format supports it.
- Proceed to implementation
- Narrow and repeat
- Remediate before continuing
- Stop and retain findings
- Commercial conversion or new-SOW criteria