ENTERPRISE PILOT PLAN
Organisation / team: [Name]
Pilot owner: [Name]
Reviewers: [Roles and names]
Decision date: [Date]
Decision to enable: [What this pilot will determine]

SCOPE
Meeting types / languages: [List]
Capture methods / platforms: [List]
Required outputs: [Formats and content]
Required destinations: [Applications and actions]
Proposed environment: [Cloud / private cloud / on-premise]
Out of scope: [List]

SCENARIO [ID]
Description: [Representative case]
Permission to use recording: [Confirmed by]
Expected behaviour: [Observable result]
Reviewer: [Name]
Evidence location: [Link]
Result: [Pass / Conditional / Fail / Not tested]
Corrections or effort: [Observations]
Open issue / owner / date: [Details]

REVIEW DIMENSIONS
Transcript: [Names / numbers / short turns / language changes]
Speaker attribution: [Available identities / corrections]
Meeting record: [Decisions / conditions / follow-up]
Review workflow: [Editing / recording access]
Delivery: [Format / recipients / destination]
Deployment: [Processing / storage / connections / operations]

PASS CRITERIA
Must work: [Criteria]
Acceptable with conditions: [Criteria]
Measurement definitions: [Start/end points and units]

DECISION
Recommendation: [Proceed / Conditions / Extend / Stop]
Evidence supporting it: [Summary]
Unresolved requirements: [List]
Rollout owner / next checkpoint: [Details]

Prepared with the MeetriX resource library. Adapt to your organisation.
https://meetrix2.lisan.com/resources/enterprise-pilot/