Checklist
Interactive Tool

Pilot Readiness & Scope Checklist

Use this checklist to capture scope, essential resources, and known risks before you run a lab automation pilot. Completing this makes pilot planning and evaluation faster and clearer.

Short label to identify this pilot
Describe the outcome you want to measure
Choose the single most important metric to evaluate
Numeric or descriptive baseline (include units)
What improvement would make scaling worth it?
Who needs to be involved or give approval?
Rough cost or staff-hours available for the pilot
How many weeks will you run the pilot?
Which systems must receive data or be connected?
Decide formats, provenance metadata, and ownership
List approvals, biosafety level, or audit considerations
How will you know the pilot succeeded?
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