How should an evaluation team scope a useful first pilot?

Begin by naming the decision the pilot should support. An evaluation team might need to determine whether an agent is ready to offer and submit referrals under a supplied utilities policy. That is a more inspectable objective than asking whether the agent can handle every aspect of financial difficulty.

Define the agent's role, available tools and endpoint. The pilot might end when the request is correctly submitted or when the customer declines. Specialist assessment, repayment negotiation and later case management can sit outside that initial boundary.

Ask for a sample that contains the policy, opening records, agent-visible tools and evaluator expectations for the same cases. Reviewing disconnected sample documents will not show whether the intended task can actually be executed and scored.

Agree which observations would justify expanding the scope. Expansion could add representative authority or cross-product routing after the basic decision is understood. MirrorFirm could scope generated material around this progression. The useful first step is a written evaluation question with explicit inclusions and exclusions, rather than an undirected request for more records.