scorecard

Pilot Evaluation Scorecard & Scale Decision Guide

An interactive scorecard to evaluate pilot outcomes using consistent criteria, compute a weighted readiness score, capture a scale decision, and record suggested next steps and owners.

Interactive Tool

Pilot Evaluation Scorecard & Scale Decision Guide

This interactive scorecard helps teams evaluate pilot outcomes with consistent criteria, compute a weighted readiness score, and capture a clear go/no-go decision plus practical next steps. Use the scales below, follow the simple weighted formula provided, enter the final calculated score, and choose a decision. The scorecard records your answers so teams can compare pilots over time and build a repeatable path to scale.

Scoring guidance: Rate each criterion on the requested scale. Weights below are recommendations — adapt them to your organization. The default weighted formula is shown here: Weighted Score = (ImpactScore × 0.30) + (ReliabilityScore × 0.20) + (ReproducibilityScore × 0.15) + ((100 - ResourceBurdenScore) × 0.10) + (ChangeReadinessScore × 0.15) + ((100 - RiskScore) × 0.10). The Resource and Risk fields are entered as percentages where lower is better; the formula inverts them so lower burden and risk raise the score. After calculating the weighted score, enter it into the Total Weighted Score field and use the thresholds below to decide.

Suggested thresholds (adapt to your context): 75–100 = Go to scale; 50–74 = Conditional go (address listed gaps first); below 50 = No-go or redesign.

Provide a short name and one-line description of the pilot (what was tested, where, and when).
Person or team completing this scorecard.
YYYY-MM-DD or enter a date that identifies when this assessment was performed.
Rate the measurable benefit (quality, safety, cost, throughput, customer experience). Higher is better.
1.0 10.0
How consistently did the pilot deliver the expected result across iterations, shifts, or sites? 0 = very inconsistent, 100 = highly consistent.
1.0 10.0
How easy will it be for other teams, sites, or operators to reproduce the pilot with the same result? Consider complexity, special skills, or unique equipment. 0 = not reproducible, 100 = highly reproducible.
1.0 10.0
Enter estimated recurring resource burden as a percent of current operating cost or effort (0–100). Lower is better. For example, 10 means roughly a 10% increase in time/cost to operate at scale.
How ready are stakeholders, operators, and leaders to adopt this change? Consider training, SOP updates, and leadership support. 0 = not ready, 100 = ready.
1.0 10.0
Enter a combined risk estimate as a percent (0–100), where higher values mean higher overall risk (safety, compliance, service disruption). Lower is better. The scoring formula inverts this value so lower risk increases readiness.
Summarize the most important evidence (metrics, graphs, observations) that support your scores. Link to dashboards or attach references if available.
Use this formula to compute the Total Weighted Score: Weighted Score = (Impact × 0.30) + (Reliability × 0.20) + (Reproducibility × 0.15) + ((100 - ResourceBurden) × 0.10) + (ChangeMgmtReadiness × 0.15) + ((100 - Risk) × 0.10). Enter the resulting number in the Total Weighted Score field below.
Enter the final weighted score after applying the formula in the calculation instructions. Suggested thresholds: 75–100 = Go; 50–74 = Conditional go; below 50 = No-go.
Select the recommended action based on the score, evidence, and organizational priorities.
Choose actions that must happen before or during scaling. Add custom items in the comments field.
Person or role who should own the scaling effort and next steps.
Rough estimate of calendar weeks to transition from pilot to scaled operation after approvals.
Anything else decision-makers should know (dependencies, stakeholder concerns, assumptions).
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