The Pilot Plan Template provides an outline to the design and criteria expected in a real-world scenario to realize the initial impact to customers and associates. A Pilot allows for viewing these expected benefits during a small-scale deployment. Use of a Pilot and the Pilot Plan is highly suggested for projects with high customer and associate impact.
This Pilot Plan Template provides a customizable form to help a business determine how a project will affect its customers and employees. The pilot plan serves as a real- world, small-scale deployment of the project, which allows the business to predict how it will affect a wider reach. This document is used to guide a business in creating its own project's pilot plan. The business can customize the elements within the template to fit the particular needs of the project. This document should be used by any business that is interesting in creating a pilot plan for a project. Title of Project Pilot Plan Pilot Plan Title of Project 1. What is a Pilot Plan? This template of a Pilot Plan provides a customizable form to help your business determine how a project can affect customers and employees. Your Pilot Plan serves as a real-world, small-scale deployment of your project, which allows you to determine how its impacts will affect a wider reach. Rather than using a simulated environment, in the way you would use a Dress Rehearsal, a Pilot is an actual implementation, on a smaller scale, of a project or product. The scope of a Pilot may be more tightly focused than a Dress Rehearsal. Use this document to guide in creating your own project’s Pilot Plan. Customize the elements within the template to fit your own project’s needs. This document utilizes several tools: Tools for Improvement & Development Paths: ● Poka Yoke ● FMEA IMPORTANT: Please note that the wording in blue italics are for your internal use only and should be removed when editing for your organization. Page 4 of 4 Title of Project Pilot Plan Table of Contents Table of Contents 2 I. Scope of Pilot 3 II. Objectives 3 A. Top priority 3 B. Medium priority 3 C. Lowest priority 3 III. Risks and Assumptions 3 IV. Schedule Overview in Detail 3 V. Pilot Design 3 A. Schedule 3 B. Requirements 3 C. Data management process 4 D. Environment 4 E. Success factors 4 Revision History No. Date By Reason Page 4 of 4 Title of Project Pilot Plan I. Scope of Pilot Here, discuss the parameters of your Pilot in order to provide the high level details team members will need to appraise and test your Pilot appropriately. Include notes on duration of tests, dates, participants and purpose of tests. II. Objectives A.Top priority Discuss the highest and most critical priorities of your project, as well as the project’s goals. B.Medium priority Still important, but of lesser urgency priorities should be mentioned here. These are not required to continue the project. C.Lowest priority These priorities are “nice to haves.” They are of interest, but are not crucial to the project. III. Risks and Assumptions What conclusions do you expect to reach upon completion of your project’s Pilot? Discuss here potential errors the Pilot might reveal, how it will impact customers and employees, how long these issues might take to resolve, any environmental factors that might keep results from differing from normal business results, and what results to expect from those factors. Briefly list risks as potential problems with the Pilot, as well as risks that might occur during normal production. This will help in the implementation process. Include a contingency plan in the event that problems occur in the Pilot. These should include at the least: any risks actually occurring, failed assumptions, workarounds that may be needed in case of risks occurring. IV. Schedule Overview in Detail Provide overview of action items that will need to be completed during Pilot. Group tasks by day or week. V. Pilot Design D.Schedule Determine dates and scheduling of the Pilot in this section. Allow a reasonable preparation time as well as lock-down dates that prevent additional changes being made after those dates. Include start and end dates, deliver dates and progression window to next phase. E.Requirements List any requirements that your Pilot needs, including environment, staff, hardware and software. Page 4 of 4 Title of Project Pilot Plan For example, if your project is a software launch, your Pilot environment system would require a particular setup on the server or computer system piloting the program, including memory, speed of the processor, et cetera. F.Data management process Outline your processes and system to record the results from the Pilot. Include detailed documentation and instructions for how this will be recorded, and ensure anyone who will be involved in data management have the appropriate access to computers and the Internet. G.Environment Your Pilot’s environment should be separated from normal production. Choose your environment based on the criteria in the Business Case and Project Charter documents. Your Pilot’s environment can go beyond physical, and can include teams and departments. H.Success factors Prior to launching your Pilot, determine how you will measure results. It’s key to determine what will act as a success in the process. Success of the project should be tied to the project initiative. If the overall project goal is to save $5 million for your client, what results would the Pilot need to show, in its smaller scale? Page 4 of 4 Title of Project Pilot Plan
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