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Pilot Scoping Workshop (4 Hours)

Objectives​

  • Finalize pilot scope with measurable success criteria.
  • Align technical, operational, and governance workstreams.
  • Confirm owners, timeline, and go/no-go checkpoints.

Time Blocks​

TimeTopicObjectiveOwner
0:00-0:20Kickoff and success framingAlign outcomes, constraints, and rolesExecutive Sponsor
0:20-1:00Use case and document scopeLock in-scope processes and document typesProduct Lead
1:00-1:40Data and integration designConfirm source systems, export paths, and dependenciesPresales Engineer
1:40-2:00Break and synthesisValidate captured decisionsFacilitator
2:00-2:40Success criteria and scoringDefine KPIs and thresholds for pilot acceptanceOps Lead
2:40-3:20Timeline and resource planningSequence milestones and staffing responsibilitiesProject Manager
3:20-3:45Risk and mitigation reviewIdentify blockers and mitigation ownersIT/Security Lead
3:45-4:00Final decisions and closeConfirm action tracker and next checkpointFacilitator

Outputs​

  • Draft pilot brief.
  • Confirmed action tracker with owner and due date.

Action Close​

ActionOwnerDue Date
Publish pilot brief v1Smartflow Product LeadYYYY-MM-DD
Confirm pilot governance cadenceBank Program OwnerYYYY-MM-DD