AI Pilot Guide

Planning and Running Your AI Pilot Project

The journey to implementing AI solutions in your nonprofit organization begins with careful planning and clear expectations. This guide outlines the key phases of your pilot program and explains what you can expect during each stage of the process.

1. Pilot Selection and Scoping

The pilot begins with a critical Selection and Scoping phase where we'll work together to identify the AI pilot that best aligns with your organization's needs and capabilities. We'll define clear success metrics, expected outcomes, and the scope of the pilot. This phase culminates in identifying key stakeholders and establishing the pilot team, ensuring we have the right people involved from the start.

2. Resource Assessment

Following selection, we move into the Resource Assessment phase. This crucial phase involves a thorough review of your existing workflows and data sources, their quality, and any gaps that need addressing. We'll assess your internal systems for integration possibilities and review relevant documentation, including policies. This phase also includes establishing privacy and security requirements, ensuring your data and operations remain protected throughout the pilot.

3. Preparation

In Preparation phase we focus on getting everything ready for the pilot launch. This includes cleaning and preparing data, conducting team training sessions, and setting up feedback channels. We'll establish testing protocols and define the pilot user group who will be working directly with the new system. This groundwork ensures a smooth transition into the active pilot phase.

4. Implementation

The Implementation phase represents the core of our pilot program, typically running for 8-12 weeks. During this time, we'll build the AI solution through 4 development stages, allowing for careful monitoring and adjustment. Regular check-ins and progress reviews will help us stay on track and address any challenges quickly. We'll continuously collect and respond to user feedback, documenting our learnings throughout the process.

App Development Stages:

Proof-of-concept >> Prototype >> Release Candidate >> Deployment

5. Evaluation and Learnings

The final phase spans two-four weeks, during which we'll analyze the pilot's results against our established success metrics. We'll synthesize user feedback, calculate the return on investment, and assess the benefits realized during the pilot. This analysis forms the foundation for our recommendations regarding full implementation and helps us develop a future roadmap tailored to your organization's needs.

Our Support

Throughout the pilot, our team provides comprehensive support including technical development, implementation, training, documentation, and regular progress reports. We handle data analysis, insights generation, troubleshooting, and strategic recommendations, allowing your team to focus on providing valuable feedback while we manage the technical requirements.

The journey to implementing AI solutions in your nonprofit organization begins with careful planning and clear expectations. This guide outlines the key phases of your pilot program and explains what you can expect during each stage of the process.