STEPS

1. Organize internal pilot team and define roles. Ensure leadership is willing to protect staff time.
2. Develop and review pilot metrics with internal team and vendor.
3. Set up any reports or systems needed to collect data on pilot effectiveness.
4. Plan pilot with vendor, project manage pilot implementation according to contract terms, and conduct necessary staff trainings.
5. Monitor the ongoing pilot using reports or systems created. Provide regular feedback to vendor regarding implementation for course correction.
6. At the end of the pilot, evaluate the success of the pilot to inform your next steps:

Result	Suggested Next Step(s)
Need more information	Extend pilot and continue data collection.
Pilot did not yield expected outcomes.	End pilot and vendor partnership. If considering a second pilot, return to vendor vetting shortlist to consider other partners for second pilot.
Pilot met success benchmarks and vendor partnership was positive.	Negotiate new contract and begin planning to scale and spread solution across organization.
Pilot met success benchmarks, but vendor partnership could have been better.	Host feedback meeting with partner, or return to vendor vetting shortlist to consider other partners for second pilot.

1. Present results and recommended next steps to leadership.