Proof of Concept (PoC) Review - Manufacturing Template

Meeting Prep Checklist

Confirm attendance of key decision makers
Review the original objectives and requirements
Prepare and rehearse the presentation of PoC results
Identify potential gaps and prepare suggestions for filling these gaps
Anticipate queries that may arise and prepare your responses
Organize all data, evidences and supporting materials neatly

Meeting Agenda Template

  • Introduction and acknowledgments
  • Recap of initial requirements and objectives
  • Presentation of Proof of Concept (PoC) results and findings
  • Discussion about how the PoC results match initial requirements
  • Identification of any gaps and how to potentially fill them
  • Consideration of next steps: refining the PoC, moving to pilot or scaling to production
  • Feedback and Q&A

Meeting Notes Template

  • Date, time, and attendees
  • Recap of original requirements and objectives
  • PoC results and key findings
  • Identified gaps and potential solutions
  • Dialogue, questions, and responses
  • Agreed upon next steps
  • Major concerns, if any
  • Follow-up requirements

Meeting Follow-up Checklist

Log meeting notes, recording/transcript, and outcomes in the CRM
Update contacts and opportunities
Send a follow-up email to the customer summarizing the meeting and proposing next steps
Share a summary of the meeting with your team
Begin preparations for next steps, whether that's refining the PoC, initiating a pilot, or moving to production