REMOTE STAFFING PILOT AND SERVICE REVIEW
Original planning worksheet from RemoteStaffingWiki. This is not a contract or legal SLA.
Guides:
https://www.remotestaffingwiki.com/compare/staff-augmentation-vs-bpo
https://www.remotestaffingwiki.com/insights/remote-team-kpis-performance-scorecard

PILOT BRIEF
Business outcome:
Included work / excluded work:
Expected volume and coverage hours:
Pilot period:
Client owner / provider owner / escalation contact:
Client dependencies (access, answers, approvals):
Who assigns work and who accepts it:
Budget / setup / supervision / exit allowance:

METRIC RECORD (repeat for each agreed measure)
Metric name:
Exact definition and denominator:
Data source and owner:
Baseline, if available:
Target and reason it is appropriate:
Review frequency / sample size:
Exceptions and exclusions agreed in advance:
Observed numerator / denominator / result:
Quality or safety countermeasure:
Corrective action and owner:

HYPOTHETICAL EXAMPLE: first-pass acceptance
Definition: items accepted without correction / reviewed items.
If 18 of 20 reviewed items need no correction, acceptance is 90%.
This is arithmetic, not a recommended target or evidence of typical performance.
Record whether the reviewed sample represents the work and whether serious errors occurred.

REVIEW COST AND DELIVERY TOGETHER
Actual accepted output:
Rework and unresolved issues:
Client supervision hours:
Provider charges and extra fees:
Changes in scope or volume:
Unmet dependencies:

DECISION
Continue / revise scope / extend evidence gathering / stop:
Reasons supported by observed work:
Actions / owners / dates:
Next review:

EXIT READINESS
[ ] Handover location, current work and procedure owners agreed.
[ ] Account access and data return/removal responsibilities agreed.
[ ] Contractual notice and fees checked with the appropriate reviewer.
[ ] Replacement coverage and knowledge transfer planned where needed.

Do not treat a small pilot sample as a guaranteed long-term result.