Pilot Problem Definition

Produce a first complete and usable asset for Pilot Problem Definition. The objective is to remove ambiguity around pilot scope, success criteria, stakeholders, timeline and conversion path, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

Bertie or a programme manager assigns Pilot Problem Definition when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

problem hypothesis; target customer assumptions; existing interviews or evidence; current alternatives; evidence log; draft inputs or template to complete; specific context for pilot scope, success criteria, stakeholders, timeline and conversion path.

1. 1Audit Existing Founder Assets and Templatesexpand_more

   Gather all current customer discovery findings, initial pilot proposals, and existing venture templates to establish a baseline. Review existing notes on customer pain points to ensure the pilot directly addresses a validated problem.

   Objective

   Completing this action establishes a grounded baseline built on verified venture data rather than unbacked assumptions. It ensures the pilot definition builds directly upon previous discovery work and prevents duplicate effort across the venture build.

   What's expected

   The founder must produce an audited baseline file aggregating relevant discovery insights and selecting the appropriate pilot framework. This must explicitly highlight existing gaps in pilot readiness and identify which core assumptions require immediate testing.

   Consultant stress-test · 5 questions

   1. 1.What specific discovery data justifies using this particular template structure for your pilot?
   2. 2.Which pre-existing assumptions in your founder notes have been invalidated by recent customer interviews?
   3. 3.How does this starting framework account for the specific operational context of your target pilot customer?
   4. 4.Where in your existing materials is there concrete evidence of customer willingness to engage in a structured trial?
   5. 5.Why have you selected these specific historical insights over conflicting feedback gathered during early discovery?

   Open action arrow_forward
2. 2Frame Core Pilot Operational Boundariesexpand_more
3. 3Populate Template with Validated Discovery Inputsexpand_more
4. 4Verify Alignment with Venture Thesis and Assetsexpand_more
5. 5Audit Deficiencies and Flag Risk Signalsexpand_more
6. 6Finalise Asset for External Governance Reviewexpand_more

• A data-room asset titled Pilot Problem Definition
• A completed working asset, template, framework or decision-ready document that can be stored in the data room
• It should update the venture DNA with specific evidence or decisions about pilot scope, success criteria, stakeholders, timeline and conversion path, create a visible milestone in the founder journey, and generate one or more recommended next tasks

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

Draft your output and let Bertie review it