Pilot Charter
One pilot. One page.
Sign or kill within 6-8 weeks.
Sign or kill within 6-8 weeks.
The Charter is the one-page commitment that keeps your pilot honest.
Fill in all five fields. If you can't answer a field clearly in plain English, the pilot isn't ready yet - go back and tighten your candidate before you launch. Use this in the workshop, then test it with your sponsor, IT, and team before Week 4.
Fill in all five fields. If you can't answer a field clearly in plain English, the pilot isn't ready yet - go back and tighten your candidate before you launch. Use this in the workshop, then test it with your sponsor, IT, and team before Week 4.
1
Project Name
Project Name
A clear, descriptive name. No acronyms, no internal jargon.
e.g. "Supplier Proposal Summariser Pilot"
2
Target Process
Target Process
The specific workflow you're targeting. Must be in the Green Risk Zone (internal, text-heavy, verifiable). Decompose it using the I/O Scanner:
Trigger:
Transformation:
Result:
3
Pilot Lead
Pilot Lead
One person, named. Accountable for the pilot's success or honest failure.
e.g. "Rachel Ng, Project Manager"
4
Success Metric
Success Metric
Specific. Measurable. If you can't measure it, you can't prove it.
e.g. "Reduce extraction time from 40 min to under 10 min per proposal"
5
Kill Date
Kill Date
The date you decide go or no-go. 6-8 weeks max. A pilot without a kill date becomes a zombie project.
Date: ___ / ___ / 20___
Quick Checks Before You Submit
Risk Zone classified (Green / Orange / Red)
RATES score: ____ / 10
Net Value calculated (positive?)
Sponsor identified
Sceptic identified
Data owner named