CAPITALWAVE | PILOT PLANNING WORKSHEET

Prepare for a pilot discussion. This worksheet is not an offer or a license.

1. Audience and learning decision
Organization / audience:
Decision participants should be able to explain:
Prerequisites:

2. Product and representative activity
Product(s) and release to inspect:
Activity / tool / scenario:
Capabilities to confirm in a demonstration:

3. People, access and timing
Learners / instructors / facilitators:
Expected concurrent use:
Intended dates and access end date:
Devices and account setup requirements:

4. Evidence and acceptance
Evidence to collect (calculations, rationale, views, reports or exports):
Agreed completion and review criteria:
Program owner and review participants:
Review date:

5. Responsibilities and commercial scope
Onboarding and support owners:
Security, privacy, retention and procurement questions:
Requested integrations or customization to confirm:
Pilot fees, payment and any later license credit to agree:
Renewal / cancellation / wider use terms to agree:

6. Review record
Observed evidence:
Gaps / action owner / target date:
Decision: request licensing / revise evaluation / defer
Next step and owner:

Use fictional inputs. Do not include client records, credentials or confidential
account data. Agree access, support, fees and acceptance criteria in writing.
Full-product capabilities and availability are confirmed separately.

Product evidence: https://capitalwave.com/product-evidence
Pilot planning: https://capitalwave.com/pilot-program
Licensing scope: https://capitalwave.com/simulation-pricing
Contact: info@capitalwave.com