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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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Also free: Handoff Ownership Map · AI Workflow Audit Checklist · Recurring Emergency Playbook