Pilots

Pilot projects will determine suitability for specifications, standards, and technology and a test bed to establish whether the system satisfies aspects of requirements. A pilot project targets the scope and proof of technology to ensure the implementation guide is implementable for electronic health information data exchange and deployment-ready for release to the open community for adoption in production environments.

The Pilot Workgroup provides input and guidance and support activities in helping to steer organizations to become committed pilots through an open means of communication channels and collaboration. The workgroup is responsible in establishing the necessary guidelines for Charter proposals and acceptance of criteria for pilot organizations on through implementation. Pilot organizations will present feedback to ONC at the completion of the pilot. The Pilot Outreach Activities document may be used to collect information plan the approach and strategy in pursuit of pilot participation. Steps: Plan the outreach activities with strategy and approach to reach out to the appropriate mix.
 * 1.0 Outreach Strategy **
 * Plan **

Segments
Divide the population to appropriate segments (examples as below) so that the right approach is selected accordingly.
 * 1) By Market Share
 * 2) By Piloting Experience
 * 3) By Groups, Communities, Networks etc.
 * 4) Committed Members

Approach
Identify the most reachable methodology for the following actions =I. Execution =
 * 1) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Broadcast (E-mail, blog, website, social networking etc.)
 * 2) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Follow up (personal contact to extend the reach out)
 * 3) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Support (providing all necessary material and answers to questions)
 * 4) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Commit (taking commitment to move forward)

<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Process
<span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Put together a Pilot process for outreach and tracking prospects to become committed <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">pilots

<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Material
<span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Prepare reference material to be shared to the prospects - summary and links to details. Please refer to artifacts Links for more details. =<span style="font-family: 'arial','sans-serif';">II. Prospects =
 * 1) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">S&I wiki – Collaboration site for Workgroup meetings and all supporting documents for each initiative.
 * 2) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">One-pager - summary on the pilot goals, expectations and next steps.
 * 3) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Value Statements - marketing material providing value proposition by stakeholders.
 * 4) <span style="color: black; font-family: 'Arial','sans-serif'; font-size: 110%;">Broadcast by E-mail Blast (used SendBlaster2 with tracking reports)
 * 5) <span style="color: black; font-family: 'Arial','sans-serif';"> Follow up by Phone or E-mail (selective focus groups )
 * 6) <span style="font-family: 'Arial','sans-serif';">Tools

<span style="font-family: 'arial','sans-serif';">Introductory Meetings
<span style="font-family: 'Arial','sans-serif';"> Set up introductory meetings with interested organizations to discuss further on pilot goals, expectations, contact info and next steps.

<span style="font-family: 'Arial','sans-serif';">S&I Commitment
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Introduce to the S&I wiki and request to commit as a member to be connected.

<span style="font-family: 'Arial','sans-serif';">Follow-up Meetings
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Set up follow up meetings to guide and support for the prospective organizations to participate in pilots.

<span style="font-family: 'Arial','sans-serif';">Supporting Documentation
<span style="font-family: 'arial','sans-serif'; font-size: 110%;">Prepare applicable material that will guide the prospects to understand the pilot expectations.

<span style="font-family: 'Arial','sans-serif';">Pilot Guide
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Prepare pilot guide to detail the goals and objectives, scope, requirements, actors and systems involved as eco-system, roles and responsibilities, configuration and flow etc.

<span style="font-family: 'Arial','sans-serif';">Pilot Charter/Brief template
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Prepare a template with relevant sections to understand the pilot objectives and design.

<span style="font-family: 'Arial','sans-serif';">General Project Plan
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Prepare a general project plan that can be a template to understand the milestones and timeline that can be tailored to their specific pilot later.

<span style="font-family: 'Arial','sans-serif';">Partnerships
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Provide leads to possible partnerships to fill in the gaps for a complete eco-system.

<span style="font-family: 'Arial','sans-serif';">Pilot Commitment
<span style="font-family: 'arial','sans-serif'; font-size: 110%;">Take commitment to participate in pilots on wiki and provide information on next steps for pilot. =<span style="font-family: 'arial','sans-serif';">III. Pilots =

<span style="font-family: 'Arial','sans-serif';">Workgroup
<span style="font-family: 'arial','sans-serif'; font-size: 110%;">As a committed pilot attend and actively participate in pilot workgroup weekly meetings.

<span style="font-family: 'arial','sans-serif';">Charter/Brief
<span style="font-family: 'arial','sans-serif'; font-size: 110%;">Provide a pilot charter/brief from the template specific to each pilot.

<span style="font-family: 'Arial','sans-serif';">Project Plan
<span style="font-family: 'Arial','sans-serif'; font-size: 110%;">Provide detail project plan from the general plan specific to each pilot.