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Step 5: Adapt and scale

Adapt and scale

Your pilot is done. Now decide what to do next: scale up, adjust, or stop, and document learnings for the future.

5.1 Pilot to production

The first step is moving the pilot into production. The product needs to go beyond provisional testing to implementing a real, maintained system that people actually use.

Consider sign-offs, infrastructure, handover and training.

5.2 Criteria for scaling

Before you move on

What changes or improvements will you make before scaling?

5.3 Pathways to scaling

Once in production, scaling can take three forms.

Once in production, scaling can take three forms

Pattern 1

Deepen

Use the same use case and office, but address more cases. For instance, extend coverage from sample data to the full set, or expand it from in-office use for validation to on-the-ground use for primary prediction.

Watch for

New edge cases the pilot didn’t see. Plan a review at 3 months.

Pattern 2

Replicate

Apply the same use case horizontally across more offices or locations. For instance, roll it out to additional districts or ministries.

Watch for

Local context differences, training requirements, onboarding.

Pattern 3

Adapt

Apply the same or a slightly adapted approach to a different use case. For instance, fraud detection methods for tax could be adapted to electricity theft.

Watch for

Treating every case the same and copy-pasting the method. Each new domain needs to review the problem-definition step and adapt accordingly, using the steps in this playbook.

Plan it out

What does the first phase of scaled deployment look like? Name the offices, the users, the timeline, and who owns it.

5.4 Report your results

Document what happened, including what did not work. Honest reporting builds credibility, improves your next project, and helps other governments facing the same challenges.

Pilot report template

[Project name]

Team
Names and roles
Dates
Start → End
Decision
Scale, fix, or stop
  1. Key results against your Step 4 metrics

  2. What worked, and why?

  3. What did not work, and why?

  4. What it cost

  5. Key lessons to bring back into Step 2

  6. What you would tell another team starting this

    • What do you wish you had known from the beginning?.
    • What were unexpected traps that endangered the project?
    • What did you get right and would repeat?

5.5 Share your results

Hold conversations to discuss outcomes and lessons learned with your team. Maintain a repository of AI projects so teams can easily find and access existing AI projects they can build on while avoiding repetitive work.

Done with the framework

Bring lessons into the next project.

Open resources

Case study

See how one team moved from problem to production and beyond.

Case study

AI-assisted survey classification in Zambia

Zambia Evidence Lab & National Statistics Agency

  1. The problem

    The national statistics agency needed a way to improve their national statistics through better classification of open-ended survey responses.

  2. The context

    The survey data was readily available, but occupation and industry classifications often suffered due to the overwhelming number of possible codes, poor and unstructured response quality, and lack of time and context.

  3. The solution

    An AI classification system was identified as a valuable approach to address this problem.

  4. The pilot

    An initial classification system was built and evaluated for accuracy, which showed promising results. It was refined and tested with various models, but not to perfection.

  5. The deployment

    The Zambia Evidence Lab scheduled a deployment with the statistics agency, involving a training with numerous public servants for hands-on testing and use of the tool. Some edge cases were identified, along with a post-hoc analysis of failure points which resulted in iterations for improving the prompt, testing different models, adjusting parameters, and improving input survey data.

  6. Scaling

    The first step was deploying it for use within the agency offices. Next was to deepen the tool's reach by implementing it on the ground during survey collection, involving change management with training for enumerators, a phased rollout, and randomised treatment groups to evaluate the real impact of the tool.