Below are some general tips for running a successful pilot. For a full implementations strategy, view our OttoLearn Implementation Guide

We cannot stress enough the importance of launching your training gradually, starting with a pilot group.

When you release to your pilot group, you need to effectively communicate to them that this will be a very different online learning experience.

Stress the value of:

  • why it's important to them, and the company, that they really learn and retain this information
  • how short, daily exercises will replace some of the longer-form learning they would otherwise need to do periodically
  • the real-world impact and importance of their attention to and feedback during the pilot

Start with a group of 10 people. Get their feedback. Revise your content. Then continue with larger pilot groups.

This increases your learner’s engagement—since they will be directly involved with the development of the training.


Many learners will be driven by intrinsic motivation to reach their mastery goals.

However, you can also add extrinsic motivation in the form of draws and contests based on factors such as:

  • a weekly draw for everyone who has achieved their mastery goal
  • a weekly draw where everyone who has completed a Mastery Moment gets an entry

Ideally, your pilot will provide learners enough time to achieve mastery. To accomplish this in a short period of time, and to have as much of your content reviewed as possible, we recommend the following:

  • Day 1 – Learners achieve Mastery Level 1
  • Day 2 – Learners achieve Mastery Level 2
  • Day 3 – Learners achieve Mastery Level 3

Learner Feedback

Use our learner feedback feature to collect your learners' feedback, then triage it to make final decisions on any changes that are required.