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Andy Mewborn

PILOT SUCCESS PLAN

<h2>Pilot Implementation &amp; Onboarding</h2><h4>Setup Requirements</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Requirement</p></th><th colspan="1" rowspan="1"><p>Responsible Party</p></th><th colspan="1" rowspan="1"><p>Due Date</p></th><th colspan="1" rowspan="1"><p>Status</p></th></tr><tr><td colspan="1" rowspan="1"><p>Data Access</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>User Accounts</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>System Integration</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Training Sessions</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><hr><h2>User Adoption Strategy</h2><h4>Training Plan</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Session</p></th><th colspan="1" rowspan="1"><p>Participants</p></th><th colspan="1" rowspan="1"><p>Date</p></th><th colspan="1" rowspan="1"><p>Duration</p></th><th colspan="1" rowspan="1"><p>Topics</p></th></tr><tr><td colspan="1" rowspan="1"><p>Admin Training</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>End User Onboarding</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Advanced Features</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><h4>Implementation Checklist</h4><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Technical Setup</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Environment configuration</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-4b941dc2-fc9f-4733-b84e-ab42d32d49a4"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Environment configuration</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Data mapping</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-ea6b122c-8720-4368-88b2-4efebc3b265b"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Data mapping</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Integration testing</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-cdada1a4-ffab-4a59-a58d-14ea2dcdab99"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Integration testing</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">User Enablement</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Account creation</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-5a7d6a62-b3f4-4611-9f24-b15962613f75"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Account creation</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Training materials</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-25904427-bd88-48f2-9251-a08d6a9cb2b0"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Training materials</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Support documentation</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-caea025d-ae66-4247-8d75-ba510f4e3670"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Support documentation</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><p></p><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">📈</span><div class="callout__text"><p><strong>Support Resources</strong><br><br>Dedicated Slack Channel: {Channel}</p><p>Support Email: {Email}</p><p>Weekly Check-in: {Day/Time}</p></div></div>

IMPLEMENTATION PLAN

<h2>Measuring Pilot Success</h2><h4>Key Performance Indicators</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>KPI</p></th><th colspan="1" rowspan="1"><p>Current Baseline</p></th><th colspan="1" rowspan="1"><p>Target</p></th><th colspan="1" rowspan="1"><p>Measurement Method</p></th><th colspan="1" rowspan="1"><p>Weekly Results</p></th></tr><tr><td colspan="1" rowspan="1"><p>KPI 1</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>KPI 2</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>KPI 3</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><h2>User Feedback Tracking</h2><h4>User Experience Metrics</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Area</p></th><th colspan="1" rowspan="1"><p>Feedback Method</p></th><th colspan="1" rowspan="1"><p>Frequency</p></th><th colspan="1" rowspan="1"><p>Owner</p></th></tr><tr><td colspan="1" rowspan="1"><p>Usability</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Feature Value</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Process Fit</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><hr><h2>Business Impact Assessment</h2><h4>Value Realization</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Business Area</p></th><th colspan="1" rowspan="1"><p>Before Pilot</p></th><th colspan="1" rowspan="1"><p>During Pilot</p></th><th colspan="1" rowspan="1"><p>Projected Full Deployment</p></th></tr><tr><td colspan="1" rowspan="1"><p>Efficiency</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Cost Savings</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Revenue Impact</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><h4>Evaluation Process</h4><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Data collection</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>User activity metrics</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-1fbb76e3-d2fa-4bac-a5cb-7320a613e8ca"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">User activity metrics</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Performance analytics</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-62806eef-d561-45a9-8332-1a88964f47d0"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Performance analytics</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Feedback surveys</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-7d30918b-d378-40bf-90aa-a96929e435b8"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Feedback surveys</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Analysis</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Weekly progress reports</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-57e6a589-4c8a-46e0-8390-71053f7449bc"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Weekly progress reports</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Milestone evaluations</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-715b0824-6ed1-4b46-a37a-9b92a511b6e7"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Milestone evaluations</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Final assessment</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-912ef27e-e1b8-48c9-a34a-3b66c4fb9782"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Final assessment</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><p></p>

SUCCESS METRICS & EVALUATION

<h2>From Pilot to Full Implementation</h2><h4>Expansion Roadmap</h4><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Pilot Completion</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Evaluation &amp; Analysis</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Decision Point</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Contract Finalization</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h2>Full Deployment Planning</h2><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Rollout Phases</h4><p></p></div></div></div></div><h4>Investment &amp; ROI Projection</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Category</p></th><th colspan="1" rowspan="1"><p>Pilot Investment</p></th><th colspan="1" rowspan="1"><p>Full Implementation</p></th><th colspan="1" rowspan="1"><p>Expected ROI</p></th><th colspan="1" rowspan="1"><p>Payback Period</p></th></tr><tr><td colspan="1" rowspan="1"><p>Licensing</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Implementation</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Training</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr><tr><td colspan="1" rowspan="1"><p>Maintenance</p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p></p></td></tr></tbody></table></div><hr><h2>Success Stories &amp; Use Cases</h2><blockquote><h3><em>&quot;Reserve this space for pilot user testimonials as they become available&quot;</em></h3></blockquote><h4>Full Deployment Preparation</h4><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Scope definition</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Feature expansion</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-472d51cd-8496-47dd-83ce-f9338eab6ea0"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Feature expansion</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Additional users/departments</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-e06f4e5e-473c-4a16-9428-6a2b7dce472c"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Additional users/departments</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Integration requirements</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-6fddffea-9b87-4d79-90ab-7bcb69c796d5"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Integration requirements</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Resource planning</p></div><span class="custom-tasklist__completed">0/3 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Budget allocation</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-a2e303d5-0375-4bb4-a1d5-656b55596430"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Budget allocation</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Team assignments</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-49a97e6d-8a5c-4bbc-b573-0e6093e3b40a"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Team assignments</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div><div class="custom-tasklist__item custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper"><div class="custom-tasklist__icon custom-tasklist__icon--unchecked"><img src=https://storage.googleapis.com/distribute-production-storage/general/check.svg /></div><div class="custom-tasklist__name custom-tasklist__name--unchecked"><p>Timeline development</p></div></div><div class="custom-tasklist-item__details-wrapper"><button class="custom-tasklist-item__expand-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/expand-01.svg /></button><div class="custom-tasklist-item__date-wrapper custom-tasklist-item__date-wrapper--empty"><img src=https://storage.googleapis.com/distribute-production-storage/general/calendar-light.svg /><span>none</span></div></div><div class="task-modal-wrapper task-modal-wrapper--hidden" data-id="task-modal-61a20a15-b285-46db-8f7b-9650a3b57ebd"><div class="task-modal-content"><div class="task-modal-content-wrapper"><button class="task-modal__close-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/x-close.svg /></button><div class="task-modal__title">Timeline development</div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Assignee</span></div><div class="task-modal__assignee-info"><div class="task-modal__assignee-email">Not assigned</div></div></div><hr class="task-modal__hr" /><div class="task-modal__assignee-wrapper"><div class="task-modal__assignee-label"><span class="task-modal__assignee-label-name">Due date</span></div> <div class="task-modal__assignee-email">No due date</div></div><hr class="task-modal__hr" /><div class="task-modal__notes"><p ></p></div></div></div></div></div></div></div></div><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">⏲️</span><div class="callout__text"><p><strong>Decision Timeline</strong></p><p>Pilot End Date: {Date}</p><p>Evaluation Period: {Date Range}</p><p>Decision Target: {Date}</p><p>Implementation Start: {Date}</p></div></div>

Objective	Success Metric	Target	Measurement Method
Objective 1
Objective 2
Objective 3

{Company Name} - Pilot Success Plan

Key Contacts

Pilot Objectives

Shared Goals & Success Criteria

"We're committed to ensuring this pilot delivers measurable value to your organization while providing a clear pathway to full implementation."

Pilot Journey

Kickoff Meeting

Configuration & Setup

User Training

Active Testing Period

Midpoint Review

Final Evaluation

Decision Meeting

Key Responsibilities