Free Resource

Software Pilot Team Checklist

Catch workflow problems before the entire company depends on the system. A one-page checklist for picking the right pilot team, running the right tests, and making a clear go/delay/revise call before the rollout — not after.

What's inside

Built for the Team Testing Your Next Rollout

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 diagnose what actually broke
Exception-testing prompts — pushing testers past the obvious, happy-path cases
Launch-readiness questions — the go/delay/revise decision, made explicit

One page, no fluff. Built for operators running a real pilot, not for a training deck.

Get the Checklist

Free download. No spam — just the checklist and an occasional workflow tip.

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Who this is for

Built for Anyone About to Roll Out New Software

Operations managers, team leads, and owners running a pilot before a company-wide rollout — of a CRM, a scheduling tool, an internal process change, or any system where "it worked in the demo" isn't good enough.

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