D3.1 Guidance on setting up Pilots, living documents and coordinated approach for surveying

This report accounts for Deliverable 3.1, which provides Guidance on setting up Pilots, living documents and coordinated approach for surveying. This deliverable is the result of the work performed in Work Package 3 (WP3) during Task 3.1: Set-up, coordination, and validation of Piloting, in the period between M4 and M6. The task will then continue until M34 to coordinate the activities of the Pilots. D3.1 is mainly centred on providing comprehensive guidance for partners who are leading and contributing to the implementation of Pilots. It describes the steps required to set up a PIISA Pilot, including the definition of objectives, responsibilities, timetable, and Key Performance Indicators (KPIs). Additionally, this document provides a description of the procedures for using living documents, establishing a tight link with Deliverable 2.2: Pilot process and technical requirements guideline for Piloting, Pilots’ analysis and Loops performance, including iteration steps. The living document is designed to follow the WP3 Pilot planning, ensuring a streamlined process for collecting information throughout the duration of the project. At the same time, the guidance provided in D3.1 will support the implementation of the Pilot activities and the filling in of the living document. For this reason, the description of the living document is an integral aspect of this deliverable. In general, we will adopt a collaborative approach to ensure that both WP3 and WP2 complement each other effectively and will seek to advance them hand in hand. While the first part of this deliverable focuses on introducing some key concepts, such as loops and phases, to establish a foundational understanding, the actual guidance will be presented in the second part of the document, where we will detail the steps and procedures for implementing the Pilots. An important part of this deliverable will be the one concerning the survey strategy and procedures for stakeholder engagement, an essential component of the project. The completeness of this deliverable lies in providing both theoretical explanatory concepts and practical insights, including examples and templates. The ultimate objective of this guidance is to provide support to partners involved in the Pilots, enabling them to have a comprehensive resource to effectively plan, execute, and manage their work within the PIISA framework.