TemplateMicrosoft 365 CopilotPDF · 297 KB

Copilot Pilot Rollout Plan Template

A phased 30/60/90-day pilot template with champion-group criteria, success metrics, a feedback loop, a go/no-go gate and expansion table.

About This Resource

A Copilot pilot succeeds or fails on who is in it and whether anyone tracks whether it is working. This template covers champion-group selection criteria, a structured 30/60/90-day milestone plan, the five metrics worth tracking (usage, time saved, satisfaction, app adoption, support tickets), a weekly feedback loop, a day-90 go/no-go decision gate, and a department-by-department expansion table for scaling licences once the pilot has earned its keep.

What's Included

  • Champion-group selection criteria across roles, seniority and functions
  • 30/60/90-day milestone plan with target dates
  • Five success metrics to track, including self-reported time saved
  • Structured feedback loop and shared best-prompt log
  • Go/no-go decision gate and department-by-department expansion table

Who Is This For?

IT managers and digital transformation leads at UK SMEs planning a controlled Copilot pilot before wider licence rollout.

Technology Stack

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