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Software Pilot Team Checklist

Before you roll new software out company-wide, run it past the right small team. This one-page checklist helps you pick that team and catch the workflow problems a pilot is supposed to surface.

What's inside

One page. Everything you need.

  • ✓The seven traits of a strong pilot tester — who to look for, and why seniority isn't one of them
  • ✓Who to include — the roles and handoff points a good pilot team needs to cover
  • ✓A testing-scenario worksheet — eight scenario types to run every tester through, from standard case to system downtime
  • ✓Training issue vs. system issue — four questions to tell what actually broke

Prefer to talk it through? The free 30-minute Workflow Assessment walks your process with you — no pitch.

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