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setup

In-scope / out-of-scope

Draw hard scope lines so the pilot stays an MVP proof.

In-scope examples

One team workflow, one integration, one success dashboard, training for named users, weekly check-ins, and the midpoint and final reviews.

Out-of-scope examples

Adjacent departments, custom features the criteria don't require, unlimited data migration, and open-ended exploration.

Change control

If someone asks for more, point at the list. If the criteria can't be hit without it, amend the agreement in writing and adjust the clock or terms.

Claims and patterns on this page are paraphrased from practitioner session notes and the Startup Bible (Pilots that convert). See Sources.

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