# Pilot follow-up

## Invitation — adapt before sending
Hi [name], you tried [experience] on [date]. We are learning what happened afterward, including what did not work. Would you be willing to spend [realistic time] telling us what you did next? This is optional, and declining will not affect [access to help/support]. Notes will be used for [purpose] and seen by [people]. This is not a request for a testimonial or permission to publish your story. You can decline or ask questions by [simple method].

## Private evidence note
Participant code: [not a public name]
Experience version and date: [version / date]
Follow-up date and method: [date / conversation or other source]
Original intended next step: [action]
What happened afterward, in the participant's words: [account]
Observation versus self-report: [distinguish sources]
What did not happen, or remained difficult: [detail]
Other influences and alternative explanations: [detail]
Assistance or prompting: [detail]
Unknown or missing information: [detail]
Interpretation, kept separate from the account: [limited conclusion]
Next decision, owner, and date: [decision / person / date]
Publication permission: [separate permission or do not publish]

Keep the original eligible group, invitations, reached participants, responses, and usable observations on separate lines in the overall report. Non-response stays unknown.

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Blank template by Daniel Ziedins (https://www.danielziedins.com).
Read the guide: https://www.agent-six33.com/journal/how-to-follow-up-after-a-pilot
Template library: https://www.agent-six33.com/field-kit
Guide updated: 2026-10-18

Public blank prompts only. No private journal notes or tool drafts are included. Keep completed copies and participant details private.