Pilot Validation Plan

Use this template to validate value, quality, safety, cost, latency, adoption, and control effectiveness before scaling or promoting a pilot.

Download the raw source: pilot-validation-plan.md.

1. Pilot Scope

• Use case ID:
• Agent name:
• Pilot users:
• In-scope workflows:
• Out-of-scope workflows:
• In-scope systems:
• In-scope data:
• Pilot start:
• Pilot end:

2. Success Criteria

Metric	Baseline	Target	Measurement Method	Owner
Task completion rate
Response quality
Safety/control pass rate
Average latency
Cost per task
User satisfaction
Adoption/active users

3. Test Set

Test ID	Scenario	Input	Expected Result	Risk Covered	Pass Criteria	Status
T-001						Not started

4. Safety And Red-Team Plan

Test ID	Attack Or Failure Mode	Expected Control	Evidence	Status
RT-001	Prompt injection			Not started
RT-002	Unauthorized data request			Not started
RT-003	Tool misuse			Not started
RT-004	Sensitive data leakage			Not started
RT-005	Hallucinated action or unsupported claim			Not started

5. ALM And Environment Strategy

• Development environment:
• Test environment:
• Production environment:
• Prompt versioning:
• Agent versioning:
• Connector/action versioning:
• Data/index refresh approach:
• Model selection and change process:
• Promotion gates:
• Rollback process:

6. Pilot Decision

Decision Option	Criteria
Scale	Business value, safety, quality, cost, adoption, and operations targets met.
Redesign	Value exists but architecture, data, controls, or user experience need material changes.
Pause	External dependency or unresolved risk prevents responsible continuation.
Stop	Business value, data readiness, risk posture, or user adoption does not justify further investment.

7. Approval

Role	Name	Decision	Date
Business owner
Product owner
Security
Compliance/privacy
Operations