Why pilot first: Districts that skip pilots fail often, and for known reasons — teacher resistance, parent backlash, budget waste, and board intervention. An 8-week pilot in 3 representative schools costs ~$50K and protects ~$500K in district investment.
Framework Contents

1. School Selection Rubric

Score 3 representative schools across 7 criteria to ensure diverse, valid pilot data.

  • Leadership willingness (weighted high)
  • Teacher enthusiasm (weighted high)
  • SES / ELL / SPED diversity
  • Tech infrastructure readiness
  • Parent engagement level
  • Grade range representation
  • Min score: 20/25 to qualify

2. Teacher Recruitment Protocol

Director script, sign-up form, and objection-response guide for honest recruiting.

  • Recruitment script (principal → teachers)
  • 4 participation levels (full to opt-out)
  • 6-hour total commitment (8 weeks)
  • Pre-answered objections ("no time", etc.)
  • Written opt-out at any point
  • Enthusiast + skeptic mix required

3. 8-Week Gantt Timeline

Week-by-week schedule with owners, deliverables, and critical checkpoints.

  • Weeks 1–2: Training + parent opt-out window
  • Weeks 3–4: Launch + PLC #1
  • Weeks 5–6: Monitor + parent survey
  • Weeks 7–8: Data collection + report
  • Week 9: Board presentation + vote
  • 8 milestone checkpoints with owners

4. Success Metrics Dashboard

Pre/post measurement across teachers, students, parents, and operations.

  • Teacher AI literacy gain target: +30%
  • Student AI literacy gain target: +25%
  • Parent awareness target: 80%+
  • Incident rate target: <5 total
  • Tool uptime target: 99%+
  • 15-sheet Google Sheets/Excel template

5. Go/No-Go Decision Rubric

8-criteria scoring rubric (40 points) for defensible board recommendation.

  • GO STRONG: 32–40 (district-wide, full budget)
  • GO: 28–31 (phased implementation)
  • GO CONDITIONAL: 24–27 (address gaps first)
  • NO GO (REVISE): 20–23 (pause and fix)
  • NO GO (STOP): <20 (terminate program)

6. Pilot Report Template

12-section board-ready report with charts, data tables, and recommendation page.

  • Executive summary (1 page)
  • Pilot design + metrics defined
  • Teacher, student, parent results
  • Operational + budget analysis
  • Lessons learned + recommendation
  • Appendices: rubrics, surveys, incidents

7. Case Study Library

4 real-district examples — 2 successes, 2 failures — with actionable lessons.

  • Round Rock ISD (TX) — GO, scaled district-wide
  • Metropolitan Nashville (TN) — GO CONDITIONAL
  • Los Altos SD (CA) — NO GO (avoided contract lock-in)
  • Seattle Public Schools (WA) — NO GO (media scandal)
8-Week Timeline
Go / No-Go Decision Matrix
ScoreDecisionAction
32–40GO STRONGDistrict-wide rollout, full budget approved
28–31GOPhased district implementation
24–27GO CONDITIONALAddress identified gaps, then implement
20–23NO GO (REVISE)Pause program, fix issues, re-pilot
<20NO GO (STOP)Terminate program, end vendor contracts
8-Criterion Scoring Worksheet (Printable)

Score each criterion 1–5 based on pilot evidence (1 = far below target, 3 = met target, 5 = exceeded). Total maps to the Decision Matrix above. Print this section and complete it with the pilot review team before the board presentation.

Criterion Key question Score (1–5) Evidence ref.
1. Teacher adoptionDid target % of teachers actively use the tool weekly?
2. Student outcomesDid pre/post AI literacy scores improve at the planned rate?
3. Incident rateWere Level 2/3 incidents below the threshold?
4. Parent sentimentSurvey average ≥ 3.5/5 and opt-out rate < 20%?
5. Equity & accessComparable use and outcomes across SPED, ELL, and SES groups?
6. Budget compliancePilot spend within 10% of plan, including hidden costs?
7. Vendor performanceSLA met, support responsive, no privacy red flags surfaced?
8. Principal endorsementAll 3 pilot principals recommend continuation in writing?
Total score / 40
Pilot lead — name & signature
Date
Recommendation (GO STRONG / GO / CONDITIONAL / NO GO)
Pre-Pilot Checklist