Pilot Design, Success Criteria & Phased Rollout Plan

Pilot Design, Success Criteria & Phased Rollout Plan

N.B. If available, upload the latest strategic plan, debt covenant schedules, and monthly financial statements to refine scoring and exposures.

📄 Prompt Template

Define a pilot for the process change at [Pilot_Site] with [Volume] weekly shipments, then scale via [Rollout_Waves] over [Timeframe] within [Budget_Cap]. Specify scope, non-scope, entry/exit criteria, and metrics (on-time, cost per mile, trailer utilization, claims) with statistical power to detect effect size. Output format requirements: (1) Pilot Charter [Objectives, Scope, Metrics, Baseline, Target, Data Collection Plan]; (2) Success Criteria Table with thresholds and decision rules; (3) Ramp Plan & Gantt (textual milestone list) for waves including cutover windows and freeze periods; (4) Resource Plan [FTE by role, backfill, overtime caps]; (5) Lessons Learned template; (6) Rollback & Forward-fix decision tree. Include a customer and carrier nomination list for the pilot with rationale and guardrails to protect service for strategic accounts.

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