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Coaching: Pilot · Core

Pilot the new way of working with one or two teams

Try the change with one or two willing teams first. Learn what works, fix what doesn't and build proof before scaling.

About 20-60 daysEvergreenLast reviewed 5 November 2026

Who this applies to

Skills it builds
Leadership and coachingDelivery and execution
PM types
All
Product types
All
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Choose one or two teams that want to try the change.
  2. Agree what they will try and for how long.
  3. Support them closely during the pilot.
  4. Collect evidence of what changed.
  5. Share the results, including problems.

Intermediate (1 to 4 years)

  1. Set clear measures of success before the pilot starts.
  2. Remove blockers for the pilot teams quickly.
  3. Adjust the approach based on what you learn.

Experienced (5+ years)

  1. Choose pilots that will convince sceptical leaders.
  2. Use early wins to build support for scaling.
  3. Plan the move from pilot to wider rollout.

Who can do this

Owner: Product manager

Can be delegated to

  • Delivery Manager or Scrum Master: Support the pilot teams day to day

Reviewed by: Senior leader / sponsor

Tool examples

Confluence
Keep a pilot log of what was tried and learned.
Miro
Run pilot retrospectives on a shared board.

Definition of done

  • Pilot teams chosen
  • Measures set
  • Results shared

Common pitfalls

  • Piloting with unwilling teams
  • No measures
  • Hiding problems

Do these first

Sources