Pilot conversion checklist
Map each conversion criterion agreed at kickoff to the pilot evidence, record the judgment on each, and decide the proposal only after the sponsor reviews it.
- Industry
- Technology-Oriented Consulting
- Team
- Operations, Sales
- Use case
- Project management, CRM and sales
- Tags
- Approval workflow
Template preview
Overview
What this template supports
A pilot conversion checklist for a client sponsor and the lead consultant. It lists the criteria agreed at kickoff, maps each to the run evidence with a met, partly met or no evidence status, and records the judgment, the decision steps and the reason a proposal is held.
- Criteria checklist with done states
- Evidence table with status badges
- Judgment note for every criterion
- Decision steps
- Proposal held callout
- Sponsor confidence ratings
How to use this template
-
List the criteria agreed at kickoff
Copy each criterion and its target exactly as agreed, before any pilot evidence exists.
-
Map each criterion to the evidence
Write the result from the run record beside each target and set the status to met, partly met or no evidence yet.
-
Record the judgment and the decision date
Add the lead consultant's judgment and the sponsor's view for each criterion, then set the review date and keep the proposal held until it has taken place.
Frequently asked questions
What does Pilot conversion checklist help me do?
Map each conversion criterion agreed at kickoff to the pilot evidence, record the judgment on each, and decide the proposal only after the sponsor reviews it.
What is included in this template?
It includes Criteria checklist with done states, Evidence table with status badges, Judgment note for every criterion and Decision steps.
Who is this template designed for?
It is designed for Operations and Sales teams working in Technology-Oriented Consulting.
What should I review before using this template?
Copy each criterion and its target exactly as agreed, before any pilot evidence exists. Write the result from the run record beside each target and set the status to met, partly met or no evidence yet.
When is a partly met criterion acceptable?
Only when its cause is named, has an owner and has a measurement date, and the sponsor accepts it in the review.
Does the confidence rating change a status?
No. It records how the sponsor feels about the evidence and sits beside the checklist without changing any criterion.