14-day pilot readiness checklist

Most teams can start a pilot with what they already have. This checklist shows exactly what a 14-day pilot needs, what it does not need, and what you will have at the end — so you can scope it in one short call instead of a long project.

What a pilot needs from you

One case cohort to model A damp-and-mould or emergency-hazard cohort, using synthetic or approved sample data. No live tenant records are required to start.
A sample export or a few records A CSV export from your repairs or complaints system, or a handful of representative records. No integration build is needed for the pilot.
One or two reviewers A repairs, compliance, or complaints lead who would actually use the packs and can say whether they are review-ready.
An owner for data approvals Someone (often IG or DPO) who can confirm what sample data the pilot may use. You decide what is in scope.

What a pilot does not need

No rip-out or replacement of your repairs system.
No integration build to begin — a CSV or sample import is enough.
No live tenant data — synthetic or approved samples are the default.
No long procurement before you see value — scoping is a single call.

What a 14-day pilot aims to leave you with

A worked example case from report to gaps to proof request to review-ready pack.
A clock-posture view and an evidence-gap readout for the cohort.
A redacted, source-linked sample pack you can show a reviewer or board.
A clear go/no-go on whether deeper integration is worth scoping.

Data and governance during the pilot

The pilot runs on synthetic or approved sample data by default; you choose what is used.
Redaction and review happen before any pack is shared outside your team.
DPA and DPIA inputs and the buyer security questionnaire are available to review now: trust centre, data processing and cookies, security questionnaire.

This checklist supports pilot scoping and evidence review. It does not decide legal compliance, regulator acceptance, Ombudsman findings, or case outcomes.

Next steps

Sources checked

GOV.UK Awaab's Law guidance for social landlords Jurisdiction/scope: England