Pilot: ____________________ Start date: __________ Day 30: __________
Owner (2 h/week, slot: __________): __________ Champion: __________
Week 1 — Define and baseline
- Process written on one page (SOP template)
- The one metric named: ____________________
- How it will be counted, and by whom: ____________________
- Baseline counted for 5 working days (grid below)
- Exceptions listed (at least 3)
- ROI calculator run with real hours; target improvement: ______
Week 2 — Build the simplest version
- Free features first (WhatsApp Business app, spreadsheet, calendar, templates)
- Subscription only if a free tier does not exist; noted here: ____________________
- Works when the internet is off? (what happens: ______________)
- Works when the champion is away? (who covers: ______________)
- Tested end to end once with a real (small) case
- Staff told what changes on Monday, in one message
Weeks 3–4 — Run and count
- Metric counted daily (grid below)
- Owner reviewed the count in the weekly slot (W3 · W4)
- Breakages logged: what broke, smallest fix, date
- No new features added during the run
Day 30 — Decide
- Two-week average vs baseline: ______ vs ______
- Survived an outage / absence? yes / no
- Decision: Go · Adjust · Stop
- One paragraph written: what we learned and the next process
- If Go: annual billing switched on; next opportunity chosen from the finder
Daily count
| Day | Mon | Tue | Wed | Thu | Fri | Sat | Avg |
|---|---|---|---|---|---|---|---|
| Baseline (W1) | |||||||
| W3 | |||||||
| W4 |
Breakage log
| Date | What broke | Smallest fix | Minutes lost |
|---|---|---|---|
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## Pilot: ____________________ Start date: __________ Day 30: __________ **Owner (2 h/week, slot: __________):** __________ **Champion:** __________ ### Week 1 — Define and baseline - [ ] Process written on one page (SOP template) - [ ] The one metric named: ____________________ - [ ] How it will be counted, and by whom: ____________________ - [ ] Baseline counted for 5 working days (grid below) - [ ] Exceptions listed (at least 3) - [ ] ROI calculator run with real hours; target improvement: ______ ### Week 2 — Build the simplest version - [ ] Free features first (WhatsApp Business app, spreadsheet, calendar, templates) - [ ] Subscription only if a free tier does not exist; noted here: ____________________ - [ ] Works when the internet is off? (what happens: ______________) - [ ] Works when the champion is away? (who covers: ______________) - [ ] Tested end to end once with a real (small) case - [ ] Staff told what changes on Monday, in one message ### Weeks 3–4 — Run and count - [ ] Metric counted daily (grid below) - [ ] Owner reviewed the count in the weekly slot (W3 · W4) - [ ] Breakages logged: what broke, smallest fix, date - [ ] No new features added during the run ### Day 30 — Decide - [ ] Two-week average vs baseline: ______ vs ______ - [ ] Survived an outage / absence? yes / no - [ ] Decision: **Go** · **Adjust** · **Stop** - [ ] One paragraph written: what we learned and the next process - [ ] If Go: annual billing switched on; next opportunity chosen from the finder ### Daily count | Day | Mon | Tue | Wed | Thu | Fri | Sat | Avg | |---|---|---|---|---|---|---|---| | Baseline (W1) | | | | | | | | | W3 | | | | | | | | | W4 | | | | | | | | ### Breakage log | Date | What broke | Smallest fix | Minutes lost | |---|---|---|---| | | | | | | | | | | | | | | |