Choose a narrow learning objective
State the user group, workflow, duration and questions to be answered. Avoid treating a pilot as a miniature full rollout with every possible feature included. Set measurable criteria that reflect the problem: completion of a task, fewer handoff errors or a clearer follow-up process. Keep adoption, satisfaction and commercial outcomes separate so one positive measure does not hide another unresolved issue.
Plan the decision afterward
Agree who will review the results and what outcomes could follow: expand, adjust, pause or stop. Record the conditions of the test and any extra support provided. Include costs and effort that would continue beyond the pilot. A small successful test is evidence about that test, not automatic proof that every team or market will perform the same way. Use the result to make the next bounded decision.
Put the guide to work
Agree how feedback will be collected before the pilot begins. Use a few consistent questions linked to the learning objective rather than an open-ended satisfaction survey alone. Keep the sample and test conditions visible so the team does not generalise beyond what the pilot actually examined.
Hypothetical example
A sales team pilots a profile-sharing workflow with twelve employees. Instead of counting taps alone, it tracks whether recipients reach the intended information and whether staff can complete follow-up. The review identifies a training gap before any wider purchase is considered.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
