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Pilot midterm meeting

Name of the pilot

Name of the Pilot Manager

Organisation�

DATE

Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or European Health and Digital Executive Agency (HaDEA). Neither the European Union nor the granting authority can be held responsible for them.

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READ THIS - Guidance for pilot managers on using this agenda template

The goal of this meeting agenda is to share it with all participants to use it online (shared document mode). This encourages parties to be prepared for the meeting.

Copy this document and modify your own copy for each midterm meeting.

Before sharing the document to the pilot team and the pilot host(s), please remove the guidance in orange.

Delete also this turquoise slide.

Leave the guidance in red for pilot team and pilot host to read. Instruct them in the manner you see fit to prepare the slides for your meeting.

Modify the template according to your needs. This gently forces you to prepare yourself to the meeting and the piloting itself. Have a wonderful piloting!

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Agenda

  • Introductions / All
  • Midterm report status / Pilot Manager
  • Pilot status / Lead Applicant & Pilot team
  • Feedback by the pilot host / Pilot Host
  • Notes and modifications / Pilot Manager
  • Communications / All
  • Reporting and Payment recap / Pilot Manager
  • Next steps / Pilot Manager

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Introductions

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Present in the meeting

Participants probably know each other by now but the purpose is to document who is present.

Prefill the participants. Updating is quicker than filling from the scratch.

Pilot manager’s organisation:

  • Name, title

Pilot team:

  • Lead applicant, name, organisation, title
  • Team member, name, organisation, title

Host organisation

  • Name, title
  • Name, title

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Midterm report status

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Midterm report status

Please review and update accordingly.

Pilot team submitted the report on time (date), min one week before today.

The report was shared to all parties present today approx a week ago (date).

If significant errors are noticed in the report, the pilot team to modify the report as agreed:

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Pilot status

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Pilot status by the pilot team

Pilot team, please recap shortly what has been done so far in the pilot. Has the pilot plan changed since the kickoff? Is there need for that now?

In your presentation, also answer to the following questions from the midterm report, please:

  • How ready is the solution or concept at the moment?
  • What happens next in the pilot?
  • What have you learned from the piloting so far?
  • So far, how has the piloting met the expectations of your team?
  • During the first months of piloting, what kind of support and/or assistance has been most beneficial for your team in order to secure the successful delivery of your pilot?
  • What kind of additional support or assistance would you like to receive from the city or from the organisation that is hosting your pilot?

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Pilot status by the pilot team

  • You can add slides and use photos / videos.
  • The format is free but use readable font color, this red is to indicate guidance to be deleted.

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Feedback by the pilot host

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Feedback by the pilot host

Pilot host to prefill their feedback here.

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Notes and modifications

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Notes and possible modifications agreed together

Notes based on the comments and discussion from the meeting. Modifications, if any, are very important to document.

Notes from the meeting (here or on the slide in questions)

Modifications to the pilot plan agreed by all parties

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Communications

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Communications

All can add content of their communication actions and plans here.

Reminder of the Communications guidelines for piloting teams LINK

Kind reminder to pay extra attention on the sensitive communications when working with the marginalised communities.

What has been communicated of the pilot so far?

What to communicate during the rest of the pilot?

If comms people are not present, agree how to proceed on this topic. Concrete next steps, please.

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Reporting and payment recap

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Reporting and payment recap

Please update. No need to use much of your meeting time for this:

The first payment has been made after signing the pilot contract and kickoff meeting. (DATE)

Final payment will be made after accepted final report and final meeting. Same payment procedure as with the 1st payment.

Further information regarding payments: email address

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Next steps

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Next steps including date for final meeting

Action points:

Next Meetings:

Who

What

Dead line

Notes

Date and time

Meeting

Arrangements by

Notes

Final meeting

Pilot Manager

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Thank you!

Further information available:

Website:

https://communicity-project.eu

CommuniLab:

https://communicity-project.eu/communi-lab/

CommuniCity Manuals:

https://manuals.communicity-project.eu/

DO NOT TO FORGET TO UPDATE:

Pilot manager’s contacts

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