Skip to main content

Corporate pilot resource

Corporate pilot readiness checklist

Prepare a shared review of pilot scope, points of contact, accessibility, participant communications, and data handling before kickoff.

Before kickoff

Confirm the details with the organization.

Mark an action complete when the organization confirms it. Replace bracketed placeholders with approved details. These edits stay in this page session; copy the reviewed checklist into an organization-approved document or system. Do not enter sensitive personal or clinical details.

0 of 27 actions marked complete

01 · Readiness area

Scope

Confirm the proposed pilot with the organization and assign open decisions to an owner.

02 · Readiness area

Points of contact

Name the people responsible for sponsorship, coordination, participant support, access, and privacy/data questions.

03 · Readiness area

Accessibility needs

Use an organization-approved channel for participants to share access needs. Record organization-level arrangements only; do not enter individual needs or sensitive details.

04 · Readiness area

Participant communications

Have the organization approve wording and channels. Do not infer a policy or promise a participant outcome.

05 · Readiness area

Data handling

Confirm information handling with the organization privacy/security approver. Use approved references and avoid sensitive personal or clinical details in this draft.