Pilot Qualification Template

Use this template to qualify a partner opportunity before proposing pilot launch.

Opportunity Snapshot

  • Account/Organization:

  • Primary Contact:

  • Secondary Contact:

  • Date:

  • Owner:

Context

  • Current workflow summary:

  • Trigger for evaluation now:

  • Existing tooling constraints:

Business Problem

  • Primary pain point:

  • Operational impact:

  • Current workaround:

  • Why current state is insufficient:

Success Criteria (Partner-Defined)

Technical Fit Screening

  • Environment assumptions documented: Yes/No

  • Deployment path discussed: Yes/No

  • Known constraints reviewed: Yes/No

  • Blockers identified:

Pilot Scope Proposal (Draft)

  • In-scope workflows:

  • Out-of-scope workflows:

  • Duration:

  • Cadence:

  • Required stakeholders:

Exit Criteria

Risks and Dependencies

  • Top risks:

  • Gate dependencies:

  • Mitigations:

Decision

  • Qualification result: Proceed / Hold / Reject

  • Rationale:

  • Next-step owner:

  • Next-step date: