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HOW TO PREPARE FOR A SUCCESSFUL PILOT: Sharing a Proven and Repeatable Process SHAWNA BELLEAU SALES DIRECTOR AT AKINDI shawna@akindi.com linkedin.com/in/shawnabelleau/ 2 WHAT IS A PILOT? 3 TABLE OF CONTENTS | IMPLEMENTATION STRATEGY |


  1. HOW TO PREPARE FOR A SUCCESSFUL PILOT: Sharing a Proven and Repeatable Process

  2. SHAWNA BELLEAU SALES DIRECTOR AT AKINDI shawna@akindi.com linkedin.com/in/shawnabelleau/ 2

  3. WHAT IS A PILOT? 3

  4. TABLE OF CONTENTS | IMPLEMENTATION STRATEGY | DEFINE THE PROBLEM 11 5 12 | FEEDBACK & NEXT STEPS | MAP OUT THE CHALLENGES 6 | STAKEHOLDERS & PARTICIPANTS 13 | SUMMARY 7 14 | CONTACT | EARLY ADOPTORS 9 10 | GOALS & OBJECTIVES 4

  5. DEFINE THE PROBLEM ASK THE NECESSARY QUESTIONS Begin by defining the problem that What are the problems you’re looking to solve. This is the you’re facing with your current solution? foundation or hypothesis for which you will be deciding whether the Who does the problem product is a good fit or not. affect? This also allows you to define the scope of the problem. 5

  6. MAP OUT THE CHALLENGES IDENTIFY AND ADDRESS POSSIBLE CHALLENGES YOU MAY FACE IN ROLLING OUT A NEW SOLUTION. Critical Addressable or Challenge Challenge * Include possible pilot challenges as well as post pilot challenges. 6

  7. IDENTIFY KEY STAKEHOLDERS & THE PILOT PARTICIPANTS DEFINE WHO SHOULD BE INVOLVED IN THE PILOT Participants & Stakeholders Whose approval do you need in order to move this forward? What motivates your stakeholders? 7

  8. HOW TO DRUM UP EXCITEMENT AROUND YOUR PILOT? 8

  9. THE PARTICIPANTS When you’re trying to find pilot participants, we’ve found it best to categorize possible participants into 3 separate buckets: THE EARLY ADOPTERS THE MAJORITY THE LATE ADOPTERS The early adopters are comfortable with technology and take pride in trying new technologies or software. Direct and targeted outreach catches their attention best. 9

  10. SET CLEAR GOALS & OBJECTIVES OUTLINE THE OBJECTIVE OF THE PILOT This helps to ensure everyone involved knows what they're working towards and that the team is aligned. Discuss and define what a successful pilot looks like for both employees and instructors. 10

  11. CREATE AN IMPLEMENTATION STRATEGY PILOT EXECUTION Decide on timing and duration. Communicate expectations. Create a training plan. Instill confidence in your participants. 11

  12. FEEDBACK & NEXT STEPS Establish what Define check-in success looks like. times. Keep it simple! 12

  13. SUMMARY Define the problem you're looking to solve. Identify possible challenges you may face in rolling out a new solution. Identify pilot stakeholders and participants. Recruit early adopters. Define what a successful pilot looks like. Develop an implementation strategy. Create a feedback loop. 13

  14. THANK YOU! GET IN TOUCH WITH ME SHAWNA BELLEAU SALES DIRECTOR AT AKINDI shawna@akindi.com linkedin.com/in/shawnabelleau/ 14

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