04 · Implement Deliver ✦ AI plays: Planner

Adoption Checklist

Seven quick checks that show whether people will really adopt your idea, and what to fix before launch.

Best for
Launching or rolling outnew tools, services, policies, habits
Time
15–30 minutesa few minutes per check
People
Solo or teambest with someone who knows the users
Difficulty
Beginnerno training needed
Origin
Everett Rogers, 1962from his Diffusion of Innovations
01 What it is

Will they actually use it? Check before you launch.

Good ideas fail all the time, not because they're wrong but because the people who are meant to use them never really start. The Adoption Checklist is a short set of questions you ask from the adopter's point of view before you roll something out: a new tool, a service, a policy or a habit you want a group to pick up.

Each check looks at one thing that speeds adoption up or slows it down. Is it clearly better than what people do now? Does it fit their work and values? Is it easy to grasp and easy to try? Can people see results? Do trusted voices back it? Is it worth the switch? Mark each one yes, maybe or no. Every no is a fix to make before launch, while the idea is still cheap to change.

Use it when you're about to roll out a new tool, service or rule, when an idea is stalling and you can't tell why, or when you want to know if an idea is ready before you spend money on it.

Where it comes from. The core checks come from Everett Rogers' Diffusion of Innovations, first published in 1962. Drawing on many adoption studies, Rogers showed that how people see a new idea, especially its advantage, fit, simplicity, trialability and visibility, goes a long way toward explaining how fast it spreads.
Will they adopt it?✓Clearly better than today✓Fits their habits and tools?Easy to understand✓Easy to try small✕Results are easy to see?Trusted people back it?Worth the cost of switching

Mark each check yes, maybe or no. Every no and maybe becomes a fix to make before launch.

Gain

Clear advantage

Better than what people do now, in their terms

Is it clearly better than the way people do this today, by their measure rather than yours?

  • What will they get: time, money, results, status, less hassle?
  • Compared with today, what gets worse for them, even a little?
  • Could they explain the benefit to a friend in one sentence?
Text remindersFewer missed appointments for patients, and far fewer reminder calls for the front desk.
Fit

Good fit

Matches their habits, tools, values and needs

Does it fit the way people already work, the tools they use and what they care about?

  • Which current habit or system does it have to plug into?
  • Does it clash with anything they value or believe?
  • Does it solve a problem they already feel, or one you feel for them?
Text remindersMost patients already text. Some older patients prefer a phone call, so that option stays.
Easy

Easy to grasp

Simple to understand, explain and use

Can people understand how it works and start using it without training or a manual?

  • How many steps before someone gets any value from it?
  • What jargon or new skills does it demand?
  • Where would a first-time user get confused or stuck?
Text remindersReply 1 to confirm or 2 to reschedule. No app to download, no password to remember.
Try

Easy to try

Testable small and cheaply, and easy to undo

Can people try it on a small scale, at low risk, before they commit to it?

  • What is the smallest version someone could try this week?
  • How easily can they go back if they don't like it?
  • What would a free or risk-free trial look like?
Text remindersRun it for one doctor's patients for a month before switching the whole clinic.
See

Visible results

Others can see it in use and see it work

Can people see it being used, and can they see the results for themselves?

  • Where would people notice others using it?
  • How quickly do results show up, and who sees them?
  • What could you measure and share in plain numbers?
Text remindersPost the monthly no-show rate in the staff room, before and after the switch.
Trust

Trusted voices

People they respect use it and vouch for it

Are people the group already trusts using it, talking about it and willing to vouch for it?

  • Who do these people copy or ask for advice?
  • Is there a natural place for them to talk about it?
  • Who would lose face if it failed, and who would gain if it worked?
Text remindersThe longest-serving receptionist tries it first and tells colleagues what she honestly thinks.
Cost

Worth the switch

The effort, money and risk of changing pay off

Is the gain big enough to repay the effort, money, learning time and risk of changing?

  • What do people have to give up, learn or pay to switch?
  • Can one person or team adopt it alone, or must everyone move at once?
  • What could go wrong for an early adopter, and who carries that risk?
Text remindersSetup takes one afternoon, and staff stop spending an hour a day on reminder calls.
02 Why it works

Why people adopt some ideas and ignore others

Whether an idea spreads depends less on how good it is than on how it looks to the people who must change. The checklist makes you look through their eyes.

1

Their view is the one that counts

Inventors judge an idea by what it can do. Adopters judge it by what it will cost them to change. The checklist makes you switch seats and ask every question from the adopter's side, which is where the real decision gets made.

2

Change has a price tag

People weigh a new idea against a habit that already works well enough. Even a better option loses if it asks for too much effort, learning or risk. Naming the cost of switching early lets you shrink it before launch.

3

We copy people we trust

Few people adopt something because of a flyer. They adopt it because someone like them, someone they respect, tried it and said it was fine. The checklist makes you plan for those voices instead of hoping they appear.

4

Weak spots become a to-do list

A vague worry like “people might not like it” is hard to act on. “Results aren't visible” is easy: find a way to show them. Each no or maybe points to a specific fix while the idea is still cheap to change.

03 How to use it

Run the checklist in five steps

  1. Name the idea and the adopters 2 min

    Write one sentence on what you want people to start doing, and exactly who they are. “Night-shift nurses on Ward 4 use the new handoff sheet” can be checked. “Staff embrace innovation” can't.

  2. Step into their shoes 5 min

    Before scoring, list what a typical adopter cares about, worries about and already does today. If you can, ask two or three real people beforehand. Their view matters more than yours.

  3. Score each check 10 min

    Take the seven checks one at a time. Mark each yes, maybe or no, and write one line of evidence. If the group can't agree, mark it maybe and note why.

  4. Fix the weak spots 10 min

    For every no or maybe, ask what change to the idea, or to the way you launch it, would turn it into a yes. A pilot can fix trialability. A simple chart can fix visibility. A respected early user can fix trust.

  5. Re-check before launch 3 min

    Update the idea and score it again. If several checks are still no, slow down: rework the idea or run a smaller pilot first.

✓Do

  • Score from the adopter's point of view, not yours
  • Write one line of evidence for every mark
  • Treat every no as a design problem to solve
  • Score again after each change to the idea

✕Avoid

  • Scoring your own idea generously
  • Counting yeses as if every check weighs the same
  • Giving up on an idea after one no
  • Using it once and filing it away

What you need

This page, a pen, and ideally two or three real future users to test your answers on. With AI, the prompt below can play those users for a first pass.

04 Worked example

The checklist in action: bedside handoffs on a hospital ward

The challenge

“We're moving shift handoffs to the patient's bedside, and I'm worried the nurses will quietly slip back to the old way.”

Idea: nurses hand over each patient at the bedside, with the patient listening in, instead of at the nurses' station. Adopters: 30 nurses on a 24-bed medical ward. Constraint: no extra staff or overtime.

7 checks · 30 minutes
Gain
Clear advantage

Maybe. Managers expect fewer missed details; nurses expect a slower handoff. Fix: time both methods for a week and share the numbers.

Fit
Good fit

No, for shared rooms: nurses worry about privacy. Fix: a quiet-voice rule, with sensitive details still passed on away from the bed.

Easy
Easy to grasp

Maybe: it's new and has no script. Fix: a pocket card with five steps that takes about a minute per patient.

Try
Easy to try

Yes. One six-bed bay can trial it for two weeks while the rest of the ward carries on as usual.

See
Visible results

No: the benefits are invisible day to day. Fix: post weekly counts of follow-up questions and near misses on the ward board.

Trust
Trusted voices

Yes, if the right people lead. Two respected senior nurses agreed to run the pilot bay and report back honestly.

Cost
Worth the switch

Maybe: it means walking the ward at shift change. Fix: hand over in room order so the route is short and nobody doubles back.

The verdict

Two yes, three maybe and two no before any fixes. Every no and maybe got a specific fix, written into the rollout plan.

The revised rollout plan

Start with one bay for two weeks, led by two senior nurses. Give everyone the one-minute script card. Keep sensitive details away from shared rooms. Post simple weekly numbers on the ward board. Re-score all seven checks before going ward-wide.

05 ✦ Go AI

Test adoption with a room full of skeptics

The hardest part of this checklist is honesty: it's tempting to score your own idea kindly. AI is good at playing the people who have to change, raising the objections they would raise and proposing fixes. You know the real people, their history and what they'll actually put up with. Use AI to rehearse, then check with real people.

YouYou bring

  • The idea, and exactly who has to adopt it
  • What those people really care about and fear
  • Local history: what was tried before, and why it died
  • The final call on what to change before launch

AIAI brings

  • Candid scoring from the adopter's point of view
  • Objections in the voices of different kinds of users
  • Fixes for each no: pilots, demos, simpler versions
  • A rollout plan that targets the weakest checks
MOVE 01

Adopter panel

Have AI score the seven checks as three different users, so you can see where opinions split.

Score my idea on the 7 adoption checks as a skeptic, an enthusiast and a busy newcomer.
MOVE 02

Weakest link

Find out which no or maybe would hurt adoption most, so you fix that first.

Which of my maybes is most likely to stop people adopting this? Explain why in two sentences.
MOVE 03

Shrink the trial

Turn a big rollout into something people can try for a week, with no risk.

Design the smallest, cheapest trial of my idea that one person could start this week.
MOVE 04

Make it visible

Find ways to show results, so people see the benefit for themselves.

Suggest 3 simple ways to make the results of my idea visible to the people who must adopt it.

Watch out for

  • AI isn't your users. Treat its scores as a rehearsal, then ask two or three real people.
  • Ask for harsh scoring. AI tends to go easy on the person asking. Tell it to be blunt.
  • Check its claims. Verify any costs, statistics or “studies show” lines before you repeat them.
  • Protect privacy. Describe roles and patterns, not named colleagues or patient details.
06 Your prompt

Your adoption coach, ready to paste

Describe your idea and the people who need to adopt it, pick a mode, then copy the prompt into Claude, ChatGPT, Gemini or Copilot. In coach mode the AI takes one check at a time, asks for your evidence and helps you fix each weak spot.

1 · Describe your challenge

The more specific you are, the better the result. The prompt updates as you type.

2 · Choose a mode

adoption-checklist.prompt
3 · Paste it into any AI assistant, or open it directly: Open in Claude ↗ Open in ChatGPT ↗

The “Open in” links put the prompt in the web address. If your challenge includes anything sensitive, copy and paste instead.

Keep going: follow-up prompts

After the session, click one to copy it, then paste it into the same chat.

Keep exploring

Tools that pair well with Adoption Checklist