Run a pilot and measure it

A pilot turns "we think this will help" into "here's what happened". Team and school accounts are free for two weeks with no card, which is enough to run two weekly check-ins and see whether people take to it.

Before you start

1. Pick one group. One manager and their team, or one teacher and a class or mentor group. Five to fifteen people is plenty.
2. Write down what success looks like. Two or three things you can check at the end. For example: "At least 80% of people answer the weekly check-in", "Everyone has at least one goal with tasks" and "The Monday status meeting is shorter".
3. Note where you're starting from. How long does the status meeting take today? How many people could name their goals for this quarter? A quick show of hands is enough.
4. Tell the group why. A short note saying what you're trying, for how long and what they'll be asked to do. Let them know their journal is private, and that they can keep a goal private from their manager.

During the pilot

1. Set up the account. See Quick start: set up your team, or Quick start: pilot with a mentor group for a school.
2. Help everyone write one goal. A SMART goal with two or three tasks is enough to start. See Write a SMART goal.
3. Send a weekly check-in. Friday works well. Read the answers and reply to a few, so people can see someone's reading them.
4. Hold one one-on-one each. Use the shared agenda and agree actions in Lifetick, so they carry over to next time.

At the end

1. Open the Outcomes report. Choose your group and the period of the pilot. It's called Reports in a business account and Progress report in a school. See The team Outcomes report.
2. Check your success measures. Response rate, goals on track and tasks on time are all on the report.
3. Ask the group. Three questions are enough: Was it worth the time? What would you change? Should we keep using it?
4. Download the report as a PDF and attach it to your business case. See Download a report as a PDF.

Carrying on

If you go ahead, add a card on the Billing page before the trial ends and invite the rest of your organisation. Everything from the pilot stays as it is. If you don't, your account and its data are deleted 14 days after the trial ends, and everyone who signed in keeps their own personal Lifetick account.

See What happens when the trial ends.