AI for Business & Productivity · Intermediate level

Intermediate level · Module 6: AI Adoption Project · Lesson 1 of 3

Planning the Pilot

Choose the workflows, define success and plan the pilot.

In this lesson you will

  • Write a pilot plan with success measures
  • Prepare tools, templates and checks

Key concepts

pilot scopesuccess measuresparticipantstimeline

The lesson

Choose two workflows with clear value and manageable risk, and define success: for example 30% less time on monthly reports with no drop in accuracy.

Prepare templates, automations, checks and the policy before the pilot starts, and brief participants.

Plan a two-week timeline with mid-point and final reviews.

Step by step

  1. Choose the two workflows.
  2. Define success measures.
  3. Prepare tools and templates.
  4. Brief participants.

Practice activity

Submit the pilot plan.

Expected result: An approved plan with measurable success criteria.

Check your understanding

  1. Why choose workflows with manageable risk for a pilot?

    Show answer

    Mistakes during learning should not cause serious harm.

  2. What must success measures be?

    Show answer

    Measurable, such as time saved without loss of accuracy.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.