Decision framework for picking the first Claude Cowork pilot — four criteria (pain, measurability, owner, sponsor), filtering, scoring grid, anti-patterns.
TL;DR. Most rollouts pick the wrong first pilot. Score every candidate function on four criteria — pain, measurability, owner readiness, sponsor alignment. A function below 3 (out of 5) on any criterion is not a Wave 1 candidate. Start with one function. Three use cases inside it. Never five.
Score every candidate function on:
A function below 3 on any criterion is not a Wave 1 candidate. Move on.
Quickly eliminate:
These are not "bad teams" — they are bad timing. Come back in two quarters.
| Function | Pain | Measurability | Owner | Sponsor | Total |
|---|---|---|---|---|---|
| Finance close | 5 | 5 | 4 | 5 | 19 |
| Marketing newsletter | 4 | 4 | 3 | 4 | 15 |
| Sales proposals | 5 | 3 | 4 | 3 | 15 |
| HR onboarding | 3 | 3 | 4 | 3 | 13 |
The function with the highest total is the candidate. If two are tied, pick the one with higher measurability — measurable wins compound; unmeasurable wins do not.
Within the chosen function, pick three candidate use cases — never one, never five.
Pick from the pilot scope quadrant of the pain/gain map.
Once selected, produce a one-page kickoff doc:
CLAUDE.md ownerThis is the artifact that goes back to the steering group.
We turn down engagements where the sponsor wants us to start with five functions in parallel. The math is simple: a successful Wave 1 makes Wave 2 easier; a struggling Wave 1 of five functions costs the sponsor political capital and stalls the entire programme. One pilot, then expansion. Always.
Score your three best candidate functions on the four criteria right now, from memory. The lowest-scoring criterion across functions is your real bottleneck — usually owner readiness or measurability. Fix that before you score again.
Book a 30-minute call. We'll ask where you are, what your team needs, and which systems Cowork should touch.