Class 4: Pilot Implementation for Faith Institutions
The Pilot Implementation is a unique opportunity for training participants to apply the skills they’ve learned - think of it like the “final project” when you were in school. The Pilot Implementation is held either with strictly members of your own faith institution or individuals can participants can engage in an existing Pivot-led project.
The Pilot experience is richer if you participate with a group of other staff from your faith institution who may be in other roles across departments. This provides you with an opportunity to understand how various departments should work together to improve the overall performance and efficiency of your organization.
This final workshop prepares participants to put their plans into practice on a small scale. Teams will learn how to design pilot programs that test strategies, demonstrate impact, and secure long-term buy-in before full-scale rollouts. Guidance is provided on monitoring progress, making data-driven adjustments, and demonstrating quick wins that build momentum internally and externally. By the end of this session, organizations will be ready to launch a pilot that validates their approach, reduces implementation risk, and lays the foundation for full deployment.
Pilot Implementation – Individual Track
For individual participants, Pilot Implementation provides a hands-on opportunity to engage in a live project already underway with Pivot Partnerships. Participants will join a structured pilot—such as a borrower recovery initiative, early delinquency intervention, or community outreach effort—and contribute to real-world implementation activities. Weekly sessions include guided exercises, progress updates, and applied learning opportunities. This track gives individuals practical experience with pilot testing while offering insight into how recovery strategies can be scaled within their own organizations.
Pilot Implementation – Organization Track
For organizations, Pilot Implementation becomes a customized project tailored to your company’s unique portfolio and challenges. Pivot Partnerships works directly with your leadership team to design and run a dedicated pilot—such as testing new outreach methods, borrower engagement strategies, or delinquency reduction approaches. Weekly sessions combine structured learning with project-specific execution, and Pivot provides coaching, facilitation, and a tailored Pilot Report summarizing results and recommendations. This track is structured as a sponsorship investment, positioning your organization at the forefront of innovation while directly addressing priority business needs.
Included with all Organization Tracks:
Custom pilot design with leadership input
Weekly working sessions with Pivot facilitators (4 weeks)
Applied project execution in real borrower markets
Final Pilot Report (PDF) with lessons + recommendations
Option to present results to leadership team
Counts toward series completion & certification eligibility, designed to ensure participants not only learn the concepts but also apply them in real-world settings.
Course Delivery Format:
Hybrid (Virtual Live and In Person)
Objectives:
Learn how to design and launch a pilot that demonstrates measurable impact.
Use Pivot dashboards to monitor progress and refine efforts in real time.
Establish feedback loos with congregants, donors, and partners.
Document results to attract further investment and partnerships.
Modules:
Pilot Design - Selecting a feasible, high-impact initiative (for the Executive Pastor, Outreach Leaders, Board).
Implementation Steps - Executing the pilot with clear roles and accountability (for the Executive Pastor, Administrator, Board).
Monitoring & Metrics - Using data tools to track effectiveness (for the Executive Pastor, Finance Director, Board).
Scaling & Certification - How pilots feed into broader initiatives and Pivot’s certification track for faith leaders (for the Executive Pastor, Finance Director, Board).
Materials:
Participants receive a free 3-day trial to the Pivot to Opportunity Dashboard upon workshop completion.
Pivot cannot guarantee that the data provided during your 3-day trial will be specific to the region you work in.
Sign Me Up!
Contact us at 520-405-2029 or info@pivotpartnerships.org to register for Small Group, Team, and Enterprise discounts.
Data Review Disclaimer
By providing data for review, the client acknowledges that all datasets must be clean, accurate, and in a usable format prior to submission. Pivot Partnerships does not assume responsibility for performing extensive data cleanup, though minor formatting adjustments may be made as needed to complete the purchased service.
Any data files submitted to Pivot Partnerships for review will be used solely for the purpose of delivering the purchased service. Pivot Partnerships will not return modified or cleaned datasets to the client. Unless the client provides written instructions to the contrary, Pivot Partnerships will securely delete all submitted data upon completion of the engagement.
Refund & Cancellation Policy
Certifications
No refunds are available for certification fees (individual or organizational).
Courses (Individual Registrations)
Refunds:
100% refund (minus 25% cancellation fee) if canceled 14 or more days before the course start date.
No refunds within 14 days of the course start date.
Credits:
Cancellations made 5 or more days before the course start date are eligible for a credit toward a future course of equivalent value.
Credits are valid for 6 months, are non-transferable outside the original registrant’s organization, and must be redeemed using the original receipt number.
Credits respect the original purchase value, including any discounts applied.
No-shows without prior cancellation are not eligible for refunds or credits.
Full Course Series Purchases
Refunds are not available for bundled or series purchases.
Registrants may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Multi-Seat Purchases (Organizations/Groups)
Refunds are not available for multi-seat purchases.
Organizations may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Fairness Statement
This policy ensures fairness to all participants and allows us to maintain the quality and consistency of our programs.
