Pilot Execution & Learning Checklist (use during a 2–6 week test)

Print this checklist and keep it visible. Use it to run disciplined daily learning cycles and capture the evidence you need to decide.

Before the pilot

• Define the problem in one sentence and write a clear hypothesis.
• Set a pilot timebox and agree the scope (who, where, when).
• Choose 1 primary outcome measure and 1–2 leading indicators; agree data collection methods.
• Assign owner, daily operator, and sponsor who can remove blockers.
• Prepare a simple data sheet or digital form for daily use.
• Communicate the pilot to affected staff and invite observations and ideas.

Daily checklist (every shift or day)

• 10-minute stand-up: what went well, what will happen today, any blockers.
• Collect and record leading indicator(s) and any outcome samples planned for the day.
• Note one quick observation from operators (qualitative learning).
• If an unexpected problem emerges, pause and decide: continue, adapt, or stop.

Weekly review (end of each week)

• Plot the primary measure trend and leading indicators for the week.
• Discuss whether changes moved metrics in the expected direction.
• List what you learned and decide one adjustment for the next week (or keep the plan).
• Check for side effects in adjacent processes or teams.

At pilot end

• Compare results to success criteria and confirm whether the evidence meets stop/go rules.
• Hold a short learning review: evidence, operator feedback, customer feedback, unintended effects.
• If adopt: create minimum viable standard work and a short training plan.
• If adapt: plan a revised pilot with clearer measures or a narrower scope.
• If abandon: capture WHY it failed and whether a different approach might work later.

Handover checklist (if adopting)

• Write a one-page standard work or checklist and post it where work happens.
• Define who trains new team members and a short coaching period (e.g., 2–4 weeks).
• Add the primary measure and a simple leading indicator to daily or weekly huddles.
• Schedule a follow-up verification audit in 4–8 weeks to ensure the practice persists.

Use this checklist as a living document. The goal is not perfect paperwork but reliable, repeatable practice that keeps improving.