Intake Process Pilot Plan Template

Author(s): Travis Duncan, David Lee

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A process pilot is a limited scope of an implementation (constrained by time and resources involved) in order to test the viability and effectiveness of the process as it has been designed.

  • Investing time and energy into a pilot phase can help to lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale rollout.
  • More than a dry run, however, a pilot should be approached strategically, and planned out to limit the scope of it and achieve specific outcomes.
  • Leverage a planning document to ensure your process pilot is grounded in a common set of definitions, that the pilot is delivering value and insight, and that ultimately the pilot can serve as a starting point for a full-scale process implementation.

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