What should I prepare before a scoping conversation for a pilot?

Bring these items to a scoping conversation so a pilot can be defined narrowly and reviewed quickly.

- Name the intended use, whether training, evaluation or both, and whether results will be shared outside your organisation. - Pick one starting domain and the approval type within it, such as a loan, an insurance policy or a network connection. - List the failure modes you want exercised, for example outdated evidence or pressure to proceed early. - State the delivery format you need, such as JSONL, Parquet, or an environment with tool schemas and a reset. - Ask for policy text, labels and graders to accompany the cases, not records alone. - Nominate who will review the sample for realism, label correctness, grounding and disclosure risk. - Agree the sample size and the success criteria for the pilot before it begins. - Raise licence questions early, including training use, retention and redistribution of derived results.