pilot plan

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Pilot Plan

Customer Name

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2002 Microsoft Corporation. All rights reserved.

The information contained in this document represents the current view of Microsoft Corporation on the issues

discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not

be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accurac of an

information presented after the date of publication.

This document is for informational purposes onl. MICROSOFT MAKES NO WARRANTIES, EPRESS OR

IMP!IE", IN T#IS "OC$MENT%

Microsoft and !isual Basic are either registered trademarks or trademarks of Microsoft in the "nited #tates and$orother countries.

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Revision & Sign-off Sheet

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1ate Author 2ersion 6hange Reference

Re%iewers

7ame 2ersion Appro%ed 0osition 1ate

1istribution

7ame 0osition

1ocument 0roperties,tem 1etails

1ocument Title 0ilot 0lan

Author

6reation 1ate

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Table of Contents

$ummar".........................................................................................................................

b;ecti%es.......................................................................................................................0ilot 1escription.............................................................................................................

0ilot(s)$election 6riteria............................................................................................

0ilot $cope..................................................................................................................-$ite $election..............................................................................................................-

Target 9ser 0rofile......................................................................................................-

9ser $ubset for 0ilot...................................................................................................,ncremental =ilestones..............................................................................................

$uccess 6riteria and =etrics......................................................................................

9ser 0reparation.............................................................................................................9ser =arketing or >%angelism 0lan...........................................................................*

9ser Training 0lan......................................................................................................*Transition 0lans..............................................................................................................*

Transition $trateg".....................................................................................................*Add Additional 9sers.................................................................................................*

Rollback 0ilot.............................................................................................................*

6ancellation................................................................................................................4?ree&e.........................................................................................................................4

6ompletion.................................................................................................................4

0ilot >%aluation..............................................................................................................4Risks...............................................................................................................................4

Glossar" of Terms...........................................................................................................@

Appendi........................................................................................................................

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&Intro'uction to t(e Tem)late

&"escri)tion* The %ilot %lan describes what aspect of the solution will be deliveredas a pilot and provides the details necessar to conduct the pilot successfull. Thisincludes details on how to evaluate the pilot, the results of which will facilitate a

decision whether or not to move the solution to production. %ro&ects often create oneor more 'pilot( solutions for the purpose of proving the feasibilit of solutionapproaches, e)perimenting with different solutions, and obtaining user feedback andacceptance on proposed solutions. %ilot solutions usuall implement onl thosesubsets or segments of re*uirements or functional specifications necessar tovalidate a solution.

+ustiication* The %ilot %lan provides the means to validate business re*uirementsand technical specifications prior to deploing the solution into production. %lanningthe details of the pilot ensures that the participating pro&ect teams identif their rolesand responsibilities and resource re*uirements specific to pilot development, testing,and deploment activities.

A pilot can provide ke information on development processes, end+user validation,and production environment usage. t also provides feedback to stakeholdersregarding the success of the solution once it is formall released.

-Team Role Primar-*Pro.ram Mana.ement determines the scope of the pilot andincorporates the pilot plan details into the master pro&ect plan and schedule. Becausethe are responsible for the pro&ect as a whole, the are also responsible for the pilotdeploment, which is a ke milestone toward the solutions success. %rogramManagement utili/es the business re*uirements and designs documents todetermine the pilot scope.

Team Role Secon'ar-*"e/elo)ment will provide input to the plan as theirresources will be instrumental in creating the pilot components andverifing thatthose components are read for deploment. $ser E0)erience will provide input tothe plan regarding the appropriate end+user audience and the activities that willensure that end+users are properl prepared for the pilot. Release Mana.ement willprovide input to the plan regarding the deploment and the verification procedure toensure the infrastructure works properl during the pilot phase.1


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Summar-&"escri)tion*%rovide an overall summar of the contents of this document.

+ustiication* #ome readers ma need to know onl the plans highlights, and

summari/ing creates that user view. t also enables the full reader to know theessence of the document before the look at the details.1


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"-namics7 f the plan is to implement discussion groups, make sure that the

pilot users will communicate with one another.

Resources7 8nsure that the group participating in the pilot full intends to be

active in the process and provide feedback.1


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User Subset for Pilot&"escri)tion*The "ser #ubset for %ilot section identifies the subset of the targetusers that will participate in the pilot. t also describes how these users will beidentified within the customers operational environment in order to engage them inthe pilot.1


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User Mar!eting or "vangelism Plan&"escri)tion*The "ser Marketing or 8vangelism %lan section describes how userswill become aware of the pilot and the value to them of the solution. This is often

called the Marketing or 8vangelism %lan. This plan should describe the kemessages that will be delivered to the users and an incentives intended to promoteparticipation in the pilot. =ou ma include this information in the Communication %lanor create a reference to it.1

ollback %ilot section ddescribes the procedures for rolling back apilot to the pre+deploment state.1


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Cancellation&"escri)tion*The Cancellation section describes the procedures for canceling thepilot.1


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4lossar- o TermsAbbreviation Meaning

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A))en'i0

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pilot plan

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