LESSON 2 OF 7 · DELIVERY METHODOLOGY

A pilot that can't be evaluated is not a pilot.

By the end of this lesson, you'll be able to design a pilot that produces a defensible answer at Day 30 with the right cohort, a scoped use case, and success criteria locked before the work starts.

Who’s in the Pilot?

The cohort you choose determines the data you get.

Cohort selection is a design decision, not an availability decision. The profile of your pilot developers directly shapes what the Day 30 readout can claim.

Wrong cohort
Willing participants

Early adopters and enthusiasts generate high usage data and positive qualitative feedback. But they don’t represent the typical developer. Engagement metrics from this group won’t extrapolate to the broader team, and won’t hold up to scrutiny in a CIO readout.

Right cohort
Use case owners

Developers who already own the work the use case targets. They have active tickets, familiar patterns, and a realistic starting baseline. Their before-and-after data is attributable and defensible. The metric story writes itself.

Scoping the Pilot

Scope and duration are design decisions, not defaults.

The default “run it for a month and see what happens” produces inconclusive data. Explicit scope and duration produce a closing argument.

1
Define the target use case precisely

Not “code modernization” but “Java-to-Spring Boot migration of the auth service module.” The more specific the scope, the cleaner the ROI attribution.

2
Choose the cohort based on ownership, not availability

The developers actively working on the scoped use case, not those with the most calendar space.

3
Set the duration based on task cycle time

Long enough for at least two complete task cycles (ticket-to-merge) per developer. For most migration work, 25–30 days is enough.

4
Lock the scope before Day 1

Scope creep during a pilot dilutes the ROI story. If a new use case emerges, log it for Phase 2 and protect the original scope.

Before Day 1

Success criteria must exist before the pilot starts.

If you don’t know what success looks like at Day 30, you can’t design the pilot to prove it.

01
Baseline metric

The metric you’re trying to move, measured before Day 1. PR cycle time, task hours, migration velocity. Without a baseline, there’s no before/after story.

02
Target threshold

The number that constitutes a win. “25% reduction in PR cycle time” is a claim. “PR cycle time improved” is not. Thresholds are what get quoted in renewal conversations.

03
Measurement method

How you will capture the data. Existing tooling (git, JIRA, PR analytics) is preferable to self-reporting. Objective data survives scrutiny.

04
Target date

The specific date you’ll assess. Day 30 is a milestone, not a deadline. Name it before the pilot starts so everyone knows what’s being measured when.

Design Rule

A success criterion you can’t measure before Day 1 is a hypothesis, not a commitment. Set the baseline before the kickoff meeting.

Simulation · Make the Call

The Kellner Industries Pilot Design

Kellner Industries runs a 45-developer engineering team building enterprise infrastructure software. The CTO has approved a Claude Code pilot. Three decisions, up to 6 points.

 
Live Scenario The Kellner Industries Pilot Design 3 decisions · 6 pts max
Score  0/6
 
 
 
1
Decision 1 · Cohort selection

Kellner has approved a pilot for their C++-to-Rust migration project. You’re selecting the cohort. The migration team has 8 developers. The broader engineering org has expressed interest.

Which cohort design produces the most defensible Day 30 result?

Choose one
A
The 8 developers who own the C++-to-Rust migration backlog
Direct use case ownership. PR data is attributable, baselines are clean, and the Day 30 story is focused.
Select
B
15 developers across migration and two other teams
More breadth, but mixed use cases make ROI attribution harder. The migration data will be diluted by unrelated work.
Select
C
All 45 developers in an initial awareness cohort
Generates adoption data, not ROI data. No use case ownership, no scoped baselines, nothing to present at Day 30.
Select
 
2
Decision 2 · Success criterion

The 8-developer migration cohort is confirmed. Now define the primary success criterion.

Which success criterion gives you the most defensible story at Day 30?

Choose one
A
Developer satisfaction score at Day 30
Useful qualitative signal but not a business case. CIOs want productivity data, not NPS scores.
Select
B
PR cycle time from ticket-to-merge, with Day 1 baseline captured
Clean, auditable, and directly tied to the use case. The Day 30 comparison is clean.
Select
C
Lines of Rust code produced per developer per week
Vanity metric. More code produced faster doesn’t mean better code or faster completion of migration milestones.
Select
 
3
Decision 3 · Scope management

By Week 2, two of the developers are excited about using Claude for a separate documentation project and want to expand the scope.

What do you do?

Choose one
A
Log documentation for Phase 2 and protect the migration scope
Scope expansion mid-pilot dilutes the ROI story. One strong use case story beats two weak ones.
Select
B
Let the two developers split their time, but track separately
Manageable, but creates reporting complexity. The migration data will be thinner and the documentation data won’t have a baseline.
Select
C
Expand the pilot to include documentation
The Day 30 readout will have two mixed stories, neither with clean before/after data. Expansion decisions belong in Phase 2.
Select
 
Pilot Design Complete
0/6
Your decision trail
 
Course artifact · Lesson 2 contribution
Delivery Plan Pack
Delivery Plan Pack: Pilot design section

By the end of this course you’ll have a complete Delivery Plan Pack. This lesson contributes the pilot design section.

1.
Name your cohort: how many developers, which team, and why they are the right owners for the use case.
2.
Write your primary success criterion in the format: “[Metric] will [improve/decrease] by [threshold] compared to the Day 1 baseline by [date].”
3.
State how the baseline will be captured and from which system.
4.
Define scope protection: what is explicitly out of scope for this pilot period.
LESSON 2 OF 7 COMPLETE

You can design the pilot. Now measure it.

 

A pilot without defensible success criteria is a trial run, not an engagement deliverable. Cohort ownership, baseline capture, and scope protection are the three decisions that determine whether you have a Day 30 story worth telling.

Up next · Lesson 3
Baseline capture and ROI measurement

With a pilot designed, the next job is building the measurement infrastructure before Day 1, so the ROI story is auditable, not asserted.