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Pilot Evidence Kit - Initial Pilot Cohort

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Purpose

This note is the index for the draft evidence artifacts used to measure the initial pilot cohort.

What this kit includes

Deployable reference bundle

If the goal is to stand this up in a real workplace rather than just understand the model, use this concrete bundle:

Minimum viable kit

If capacity is tight, do not try to run everything at full depth.

Use this minimum set:

  1. Pre-Pilot Survey - Initial Pilot Cohort
  2. Pilot Evidence Sheet - Initial Pilot Cohort
  3. Weekly Pilot Pulse - Initial Pilot Cohort
  4. Evidence Review Rubric - Initial Pilot Cohort
  5. Post-Pilot Survey - Initial Pilot Cohort

Suggested use order

  1. Read Pilot Evidence Operations Guide - Initial Pilot Cohort before kickoff.
  2. If no workplace-specific stack has been chosen yet, start from Pilot Evidence Reference Deployment - Microsoft 365 and Jira.
  3. Run Pre-Pilot Survey - Initial Pilot Cohort before kickoff.
  4. Set up Pilot Evidence Sheet - Initial Pilot Cohort with workflows, baselines, owners, cadence, and tab structure.
  5. Use Weekly Pilot Pulse - Initial Pilot Cohort during the pilot.
  6. Review a small sample of cases each week with Evidence Review Rubric - Initial Pilot Cohort.
  7. Run Post-Pilot Survey - Initial Pilot Cohort at pilot close.

What this kit should produce

By the end of a pilot, this kit should make it possible to answer:

Key rule

This kit is for workflow improvement and rollout learning, not for performance management.

Default stance: