Proof of Concept (PoC) Review Template

Meeting Prep Checklist

Review the PoC objectives
Analyse initial results or findings
Prepare a presentation on the PoC outcomes
Organize supporting data for discussion
Listing potential problems or issues
Draft possible next steps

Meeting Agenda Template

  • Introduction and purpose of the meeting
  • Review the Proof of Concept objectives
  • Discuss the test results and findings
  • Evaluate how PoC aligns with business goals
  • Address concerns or issues
  • Talk about next steps

Meeting Notes Template

  • Attendees and their roles
  • Summary of PoC objectives
  • Summary of findings
  • Important discussion points
  • Any problems or issues raised
  • Proposed next steps

Meeting Follow-up Checklist

Update CRM with meeting notes and outcomes
Send a follow-up email summarising the meeting
Update deal/opportunity/account records
Share a summary with colleagues
Plan next meeting or call if necessary

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