Responsible pilot planner

Write the use case in one sentence: who it helps, what work changes, and what outcome should improve.

Name the owner, sponsor, and people who need to review the result.

Identify the systems, data, and approvals involved.

Choose one primary measure, such as time saved, cycle time reduced, quality improved, or rework avoided.

Name the baseline you are comparing against.

Decide how long the pilot should run before review.

Document what information can and cannot be used.

Define human review and escalation points.

Write the conditions that would stop, revise, or scale the pilot.