Investing time and energy into a pilot phase can help to lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale rollout. A pilot should be approached strategically, and planned out to limit the scope of it and achieve specific outcomes.

Use this template to create a planning document and ensure your pilot:

  • Is grounded in a common set of definitions.
  • Delivers value and insight.
  • Serves as a starting point for a full-scale process implementation.

Use this template as part of the full blueprint, Balance Supply and Demand with Realistic Resource Management Practices.

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