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Pilot Programs: Testing the Right Things

Pilot Programs: Testing the Right Things

Pilot design checklist

  • Use real document types (and edge cases)
  • Define accuracy metrics and how they’ll be measured
  • Test confidentiality safeguards (roles, logs, exports)
  • Measure user workflow impact (time saved, friction, rework)
  • Plan an exit path if pilot fails

Template

Create a 1-page pilot plan with: scope, data set, metrics, timeline, owners, and go/no-go criteria.

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