Reusable decision kit
Pilot decision record
A visible adopt, revise, extend, stop, or escalate decision with evidence and closeout.
What the completed kit should do
The business can reconstruct why the pilot decision was made and what happens next.
Capture these facts in your approved system
- Pilot scope, owner, participants, dates, baseline, objective, and prohibited uses
- Configuration, data boundary, access, training, fallback, and stop conditions
- Quality, review, exception, time, support, cost-category, and user evidence
- Material incidents, unknowns, limitations, and required qualified review
- Decision, approver, next action, record location, access cleanup, data cleanup, and exit
Use the structure in this order
- 01
Confirm the pilot frame before access begins.
- 02
Collect evidence without expanding scope silently.
- 03
Run the decision gate against the stated criteria.
- 04
Complete adoption controls or close out the trial cleanly.
Close the evidence loop
The decision, evidence, unresolved risk, owner, next review, and cleanup are recorded.
Keep sensitive material out of this site
- Do not convert a trial into production by inaction.
- Include review and support work when interpreting efficiency evidence.
- A favorable pilot does not remove ongoing governance, monitoring, and change obligations.