---
title: Pilot & Launch Best Practices
description: "A successful digital rollout focuses as much on change management and people as it does on software configuration. The recommended approach is to avoid a site-wide launch in favor of a controlled pilot program\n. By starting with a small group of three to six engaged operators in a high-performing area, facility managers can test forms, schedules, and workflows in a live environment without overwhelming the entire operation\n.\nCentral to this strategy is the identification of an operator leader—an internal champion who takes ownership of the process and facilitates peer-to-peer training\n. This method is statistically more effective for building internal buy-in than traditional top-down instruction\n. The pilot should typically last one week, providing enough time to surface operational issues while allowing for agile adjustments based on direct user feedback regarding form clarity and task accessibility\n. Once the pilot is validated, the program is expanded section-by-section, utilizing the original pilot staff as a training and support resource for new teams\n. Long-term success is sustained by establishing a dedicated routine for triaging process alerts, ensuring that digital data leads to tangible operational follow-through"
---
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# Pilot & Launch Best Practices
## A successful digital rollout focuses as much on change management and people as it does on software configuration. The recommended approach is to avoid a site-wide launch in favor of a controlled pilot program.
### **Key Takeaways**
- A successful digital rollout focuses as much on change management and people as it does on software configuration.
- The recommended approach is to **avoid a site-wide launch** in favor of a controlled **pilot program**. By starting with a small group of three to six engaged operators in a high-performing area, facility managers can test forms, schedules, and workflows in a live environment without overwhelming the entire operation.
- Central to this strategy is the identification of an **operator leader**—an internal champion who takes ownership of the process and facilitates **peer-to-peer training**.
- This method is statistically more effective for building internal buy-in than traditional top-down instruction.
- The pilot should typically last **one week**, providing enough time to surface operational issues while allowing for agile adjustments based on direct user feedback regarding form clarity and task accessibility.
- Once the pilot is validated, the program is expanded **section-by-section**, utilizing the original pilot staff as a training and support resource for new teams.
- Long-term success is sustained by establishing a dedicated routine for **triaging process alerts**, ensuring that digital data leads to tangible operational follow-through
### **"How-To" Guide: Executing a Successful Pilot & Launch**
**Step 1: Assemble Your Pilot Team**
- Select 3–6 reliable operators from a high-performing department.
- Identify one **Operator Leader** to act as the primary owner and trainer for the group.
**Step 2: Onboard and Train**
- Thoroughly train your Operator Leader on the system navigation and form logic.
- Facilitate **peer-to-peer training sessions** where the leader teaches the rest of the pilot group to build immediate ownership.
**Step 3: Run the Week-One Sprint**
- Execute the digital process for approximately **one week**.
- Schedule daily check-ins to solicit feedback on form clarity, task ease, and any missing elements.
- Invite leadership to walk the floor during the pilot to increase organizational visibility and buy-in.
**Step 4: Refine and Scale**
- Make necessary adjustments to forms and schedules based on pilot feedback.
- Launch to the rest of the facility **one section at a time**.
- Use your original pilot staff to lead the training for each new section as they come on board
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