The question, people, authority, intended output, and first review point can be named clearly enough for bounded work.
Innovation pilot · 6 to 18 weeks
Research and Innovation Pilot
A bounded pilot for a new research workflow, educational method, digital tool, analytic process, or collaboration practice.
Purpose and use
A reusable pathway with a distinct record for every recipient.
Test a focused innovation with clear users, assumptions, safeguards, evidence thresholds, and a decision about continuation.
This template can be assigned to several laboratory crews, group spaces, labs, individuals, or a combined recipient set in one owner action.
Each recipient receives a separate assignment status, dates, notes, linked project, evidence trail, and completion decision.
Stage sequence
8 stages carry the work from readiness into release.
- 01
Need and user
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 02
Current process
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 03
Pilot hypothesis
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 04
Safety and governance
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 05
Prototype or workflow
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 06
Feasibility test
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 07
Learning review
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
- 08
Decision
Record the responsible person, source materials, decision, evidence, current status, next action, reviewer, and handoff before advancing.
Required outputs
Deliverables make progress examinable.
Pilot charter
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
User and workflow map
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Risk register
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Test plan
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Evidence capture form
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Feasibility summary
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Decision memo
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Next-phase recommendation
Preserve a dated version, named owner, review status, supporting reference, revision history, and release decision.
Readiness gate
Confirm these conditions before substantive work advances.
- Pilot boundary definedRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
- User and stakeholder roles identifiedRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
- Privacy and safety review completeRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
- Success measures recordedRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
- Stop criteria recordedRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
- Decision owner namedRecord who verified this condition, the evidence or approved reference, the decision date, limits, and next review point.
Review rhythm
One template, several disciplined return points.
Confirm purpose, people, authority, permissions, access, deliverables, dates, and stop conditions.
Examine work completed, contribution evidence, quality, uncertainty, support needs, decisions, and the next bounded action.
Reconcile claims, permissions, authorship, accessibility, audience, confidentiality, publication status, and preservation.
Next action