Project Template

Smarter Lab Automation Pilot — Plan & Evaluation Template

An actionable project template and interactive form to plan, run, and evaluate a focused lab automation pilot. Capture objective, scope, measurable success metrics, timeline, risks, data/integration needs, ROI estimates, and a clear go/no-go recommendation so teams can prove value quickly and consistently.

Interactive Tool

Lab Automation Pilot Plan & Evaluation

Use this interactive project template to plan a focused lab automation pilot that proves value quickly. Capture scope, measurable success criteria, timeline and milestones, risks and mitigations, data and integration requirements, ROI estimates, and a clear go/no-go recommendation. Save the form to record decisions, share with stakeholders, and return to evaluate outcomes consistently.

A short descriptive name for the pilot (e.g., 'RNA extraction automation - Q2 pilot').
Name and role of the person responsible for the pilot.
Describe the primary goal, hypothesis, and the measurable outcomes you expect.
Which processes, samples, instruments, staff, and data flows are included.
What is explicitly out of scope for this pilot.
Typical runs per day before automation. Enter a number.
Throughput expected with the automated pilot.
Historical percent of runs with errors before automation.
Target error rate after automation.
Estimated current cost per run including labor and consumables.
Expected cost per run with automation.
List any additional metrics (e.g., sample tracking accuracy, turnaround time).
Start/end dates and milestone descriptions (e.g., installation, validation, pilot run, evaluation).
List top risks, likelihood, impact, and owners.
Actions to reduce or monitor each risk.
Select items required for successful data integration.
Criteria the pilot should meet to be considered successful.
One-time and run costs for the pilot.
Expected recurring savings in labor, rework, or consumables.
Estimated months to recover pilot investment.
Select the initial recommendation based on pilot planning.
Explain the reasons for the recommendation and any conditions.
Name and role of the person who will sign off on the go/no-go decision.
You can explore this tool now. Sign in or create an account to save your responses and return to them later.
Sign In to Save Create an Account
Make this tool part of your work

Save a personal copy, bring it to your team, or tailor the questions and workflow to fit what you are hungry to improve.

Member customization and team collaboration are coming soon.
Discuss Ask the Librarian

Discussion

Comments and conversation will live here.