WESLEY ADVISORY
PILOT CHARTER TEMPLATE

Organization / sponsor:
Problem and current approach:
Participants / site / grade range:
Pilot dates:
Buyer / champion / implementation lead:
Target outcome and baseline:
Measures / data source / collection owner:
Success threshold agreed with the buyer:
Product scope and exclusions:
Educator time and training required:
Technical, accessibility, privacy, and procurement review owners:
Support and escalation path:
Pilot cost / funding source:
Midpoint check-in date:
Decision meeting date and decision makers:
Decision options: continue / revise / expand / stop
Conditions and budget pathway for a paid next stage:
Client responsibilities:
Vendor responsibilities:

Planning worksheet; not a contract or substitute for required organizational reviews.