DailyWF / Projects

Pilot Plan

Test a solution with limited scope before broad rollout.

Type: Project recordVersion: v7

Project use

Use this to test a solution with limited blast radius before broad commitment.

  1. Define the pilot question and what would count as success or failure.
  2. Limit scope by users, systems, time, data, or transaction volume.
  3. Prepare support, rollback, feedback, and measurement paths.
  4. Run the pilot without expanding scope midstream unless explicitly approved.
  5. Decide whether to scale, revise, extend, or stop.

Expected output

A project record that states the decision, owner, boundary, dependency, next checkpoint, and evidence needed to continue.

Common failure mode

Letting a pilot become production without a decision.

Use notes

Best triggerUse before a project decision becomes expensive to reverse.
EvidenceKeep enough context to explain the decision later without reconstructing conversations.
Review pointReview when scope, stakeholder expectation, timing, risk, or ownership changes.

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