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Enterprise pilot evidence checklist

What to have in hand before the pilot review call

Checklist of evidence to have before an enterprise pilot review: user and non-user interviews, sponsor verdict, reviewer concerns, decision date.
Fill every line before the review call, and you will know the answer before the room does.

A checklist for founders running an enterprise pilot. It lists the interviews, agreements and readout that should exist before the review: daily users, non-users, the sponsor, the reviewers, written success numbers and fixed blockers. Use it two weeks before the decision date. Koji can run the interview waves behind each line.

Where this appears

What's in this checklist

  • Day-7 interviews done with every daily user
  • Midpoint wave repeated the same scale question
  • At least 3 non-users interviewed
  • Sponsor interviewed in each wave
  • IT, security and procurement reviewer each heard once
  • Success numbers and decision date agreed in writing
  • Top 2 blockers fixed or on a dated plan
  • One-page readout sent to the sponsor 14 days out

Use this image

Free to use in your docs, decks and posts under CC BY 4.0, as long as you credit Koji with a link to this page. To embed it, paste this into your page:

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<a href="https://www.koji.so/visuals/pilot-go-no-go-evidence-checklist"><img src="https://www.koji.so/visuals/pilot-go-no-go-evidence-checklist/pilot-go-no-go-evidence-checklist.png" alt="Checklist of evidence to have before an enterprise pilot review: user and non-user interviews, sponsor verdict, reviewer concerns, decision date." width="1200" height="630" /></a>
<p>Source: <a href="https://www.koji.so/visuals/pilot-go-no-go-evidence-checklist">Enterprise pilot evidence checklist</a>, Koji</p>