# From an idea to a bounded pilot

Four blank worksheets in one editable Markdown file. Clarify the difficulty, choose the uncertainty, agree on the work, and plan a bounded test.

Blank working pack by Daniel Ziedins (https://www.danielziedins.com).
Updated: 2026-10-21
Library: https://www.agent-six33.com/field-kit#working-packs

Use only the sections that help the decision. Save a private working copy before adding answers. This file contains public blank prompts, not your journal notes, tool drafts, participant records, or proof of demand or impact. The recruitment worksheet is not a consent form.

## Your working copy

Project and version: [name / version]
Owner and review date: [person / date]
Next decision: [specific decision]

## Included guides

1. How to write a problem statement before choosing a solution. — https://www.agent-six33.com/journal/how-to-write-a-problem-statement
2. How to prioritise assumptions before building your next idea. — https://www.agent-six33.com/journal/how-to-prioritise-assumptions-before-building
3. How to write a one-page project brief that makes the next step clear. — https://www.agent-six33.com/journal/how-to-write-a-one-page-project-brief
4. How to plan a small pilot: a one-page test plan. — https://www.agent-six33.com/journal/how-to-plan-a-small-pilot

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## 01 · How to write a problem statement before choosing a solution.

Guide: https://www.agent-six33.com/journal/how-to-write-a-problem-statement
Guide updated: 2026-10-20

Version and date: [version / date]
Owner and review date: [person / date]
Status: [provisional / supported in this context / needs revision]

### Statement
Person and relevant situation: [who / when / context]
Task they need to finish: [goal in their words, not a feature]
Barrier: [specific difficulty]
Consequence: [what happens next, at the strength the evidence supports]
Working sentence: [person + situation + task + barrier + consequence]

### Evidence boundary
Source IDs and dates: [private pointers, not public personal details]
Evidence type: [observation / participant account / assumption]
Experience or version involved: [context]
What the evidence supports: [bounded finding]
What it does not establish: [prevalence / cause / demand / other limits]
Contradictory experiences and missing perspectives: [details]
Possible explanations, kept separate: [assumptions]

### Next learning step
Question that could change the statement: [uncertainty]
Who or what to learn from: [relevant people / existing material]
Method and privacy boundary: [method / access / permission]
Two different possible responses, not commitments: [option A / option B]
Next decision and owner: [decision / person / date]
Revision record: [date / change / reason]

A provisional statement is not a validated need. Keep identifying source material private and use appropriate review for higher-risk work.

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## 02 · How to prioritise assumptions before building your next idea.

Guide: https://www.agent-six33.com/journal/how-to-prioritise-assumptions-before-building
Guide updated: 2026-10-20

Project, version, and date: [name / version / date]
Next commitment this map could change: [specific decision]
Hard-to-reverse part of that commitment: [detail / unknown]
Owner and review date: [person / date]

### Assumption — repeat for each important belief
ID and clear belief: [A01 / one belief]
Category: [person's need / proposed experience / delivery dependency / ongoing care]
What fails or changes if this is false: [consequence]
Relevant evidence and private source IDs: [source / date / context]
Limits, contradictions, and missing perspectives: [details]
Current support: [supported in a stated context / weakly supported / unknown]
Why investigate this before another commitment: [reason, not an invented probability]
Safety, access, and required review: [constraints / reviewer / resolve before testing]

### Next learning step
Question: [specific uncertainty]
Method and why it can answer this question: [interview / observation / operational check / review]
Experience or version: [version]
Decision rule written before the test: [continue / change / stop / investigate conditions]
What this method cannot establish: [limits]
Evidence access and permission boundary: [who sees what / agreed use]

### Review after the learning step
Observed result or account, kept separate from interpretation: [result / source]
Interpretation and alternative explanations: [bounded conclusion]
Status in this context: [supported / contradicted / unresolved]
Next decision, owner, and review trigger: [decision / person / trigger]
Revision record: [date / change / reason]

This worksheet does not calculate risk or verify demand, causation, or impact. Keep identifying information private and obtain appropriate review for higher-risk work.

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## 03 · How to write a one-page project brief that makes the next step clear.

Guide: https://www.agent-six33.com/journal/how-to-write-a-one-page-project-brief
Guide updated: 2026-10-18

Project name, version, and date: [name / version / date]
Owner: [person responsible]
Decision-maker or reviewer: [person / role]

### Person and problem
Who, in what situation: [specific person and context]
Task they need to complete: [task]
Current difficulty: [problem, not a preselected feature]
Evidence and source links: [dated findings / private source pointers]
Assumptions: [not yet established]
Unknowns that could change the approach: [unknown / owner / check date]

### Complete promise
After this delivery, the person can: [one useful action]
In scope: [minimum complete contents or behaviour]
Out of scope for this version: [explicit exclusions]
Accessibility and assisted alternatives: [needs / formats / gaps to resolve]

### Delivery and care
Available time and resources: [confirmed / unknown]
Dependencies and permissions: [requirements / owner]
Review date: [date]
Readiness checks: [accuracy / functional checks / required review]
Maintenance and correction route: [owner / update trigger / contact]
Privacy and safety boundary: [what is not collected / required review]

### Decision gate
Next decision: [continue / change / stop / investigate]
Evidence needed for that decision: [method and limits]
Separate pilot plan, if needed: [link / version]
Claims this delivery does not establish: [outcomes / prevalence / causation]
Revision record: [date / what changed / reason]

A working brief, not a contract or professional approval. Do not publish private source material or unresolved sensitive details.

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## 04 · How to plan a small pilot: a one-page test plan.

Guide: https://www.agent-six33.com/journal/how-to-plan-a-small-pilot
Guide updated: 2026-10-18

Project and version: [name]
Owner and review date: [person / date]
Decision this pilot will inform: [continue, change, stop, or another specific decision]
One uncertainty: [what we do not know]
Participant situation and recruitment route: [who / how invited]
Complete promise: [what the recipient will receive or be able to do]
Task and scope: [included / explicitly not tested]
Observation method and window: [source / observer / dates]
Completion categories: [independent / assisted / not completed / not observed]
Assistance to record: [what help is allowed and how it will be logged]
Decision rule and rationale: [what would change the next decision, and why]
Protection and permission: [minimum data / voluntary participation / separate publishing permission]
Limits to publish beside the finding: [sample / selection / missing data / timing]
After the pilot: [finding / unresolved question / decision / owner / date]

This is a planning template, not evidence that a result occurred. Do not put identifiable participant information in a public copy.

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Keep completed copies and participant details private. Review methods, permissions, missing perspectives, and limitations before relying on or publishing a finding.
