Access and setup
A representative learner and instructor can complete the agreed setup on intended devices.
Evidence to record: Record the tested workflow, device constraints and unresolved access issues.
Evidence. Pilot. Proposal.
Test a defined use before a wider commitment.
A pilot is a proposed evaluation scope to agree with CapitalWave. Start with one product and a representative activity, define the evidence you need, and review the result before expanding.
What a pilot needs to establish
Can your participants use the selected product, produce useful learning evidence and work within your teaching or facilitation arrangements? Agree the access, dates, fees, support and review criteria in writing. This page does not promise a free trial, immediate access or a standard pilot duration.
01
Choose one learning decision
Select a product, audience and representative activity. Define what participants should be able to explain and the prerequisites they need.
02
Agree the pilot scope
Confirm learners, instructors, expected concurrent use, access dates, devices, scenarios or tools, and support responsibilities. Agree fees and any pilot-to-license arrangements in writing.
03
Run and collect evidence
Test access before the activity. Collect the agreed calculations, decision rationale and instructor observations. Confirm which saved records, reports and exports the selected release supplies.
04
Review before expanding
Compare the observed evidence with the agreed criteria. Record gaps and owners, then decide whether to proceed, revise the scope or defer. Wider use requires an agreed license.
Agree acceptance criteria before starting
Use these as discussion prompts. Your program owner and CapitalWave should agree the actual criteria, evidence and review responsibilities for the selected scope.
Learning evidence
Participants can complete the selected activity and explain the decision and its assumptions.
Evidence to record: Review agreed calculations or decision notes against criteria set by your program owner.
Instructor review
The facilitator can inspect the evidence needed for the planned teaching workflow.
Evidence to record: Demonstrate the required views and any reports or exports in the selected release.
Delivery readiness
The parties understand onboarding, support, access period and follow-up responsibilities.
Evidence to record: Record named owners, open questions and the next review before wider deployment.
Bring a short pilot brief
Identify the audience, product, activity, learner and facilitator numbers, intended dates and the evidence you want to review. Bring requirements for support, access and procurement. Use fictional information rather than client records or confidential account data.
Download pilot planning worksheet (TXT)Make the review a decision
At the agreed review, record what worked, what remains unconfirmed and who owns each gap. Decide whether to request wider licensing, revise the evaluation or defer. A completed pilot does not itself authorize ongoing use.
The written proposal should confirm any pilot fees, access end date, renewal arrangements or credit toward a later license. Faculty and program owners retain assessment and competency decisions.