PoC Validation Checklist

Use Case Name: _________________________________

PoC Start Date: _________________________________

PoC End Date: _________________________________

PoC Owner: _________________________________


PoC Success Criteria (Define BEFORE Starting)

Define these criteria BEFORE starting the PoC. They determine if the PoC succeeds or fails.

1. Model Accuracy

Baseline Performance:

  • Metric: _________________________________
  • Baseline value: _____%
  • Target to beat: _____%

ML Model Performance:

  • Target accuracy: ≥ _____%
  • Or: Beat baseline by ≥ _____ percentage points

Decision:

  • ✅ PASS: Accuracy ≥ target
  • ❌ FAIL: Accuracy < target

Actual Result: _____%


2. Data Quality

Data Completeness:

  • Target: ≥85% completeness
  • Actual: _____%

Data Accuracy:

  • Target: ≥85% accuracy
  • Actual: _____%

Data Freshness:

  • Target: Data is current (within _____ months)
  • Actual: Data is _____ months old

Decision:

  • ✅ PASS: Quality acceptable for production
  • ❌ FAIL: Quality insufficient

3. Team Readiness

Technical Skills:

  • Team can build this
  • Team can maintain this
  • Training plan is defined

Operational Readiness:

  • Can integrate with existing systems
  • Monitoring/observability plan exists
  • Support process is defined

Decision:

  • ✅ PASS: Team is ready
  • ❌ FAIL: Team not ready

4. ROI Math Holds

Projected ROI (from assessment):

  • Annual benefit: €_____
  • Implementation cost: €_____
  • Operating cost: €_____ / year
  • Payback period: _____ months

Actual PoC Results:

  • Performance achieved: _____%
  • Estimated annual benefit (based on PoC): €_____
  • Estimated implementation cost (refined): €_____
  • Estimated operating cost: €_____ / year
  • Revised payback period: _____ months

Decision:

  • ✅ PASS: ROI still positive, payback <18 months
  • ❌ FAIL: ROI negative or payback >18 months

5. Technical Feasibility

Integration:

  • Can integrate with existing systems
  • No major technical blockers discovered
  • API/access is available

Performance:

  • Meets latency requirements (if applicable)
  • Meets throughput requirements (if applicable)
  • Scalability is feasible

Decision:

  • ✅ PASS: Technically feasible
  • ❌ FAIL: Technical blockers exist

PoC Structure (4 Weeks)

Week 1: Data Collection and Quality Assessment

Tasks:

  • Extract data from source systems
  • Validate data completeness
  • Assess data accuracy
  • Identify data gaps
  • Document data quality issues

Deliverables:

  • Data inventory spreadsheet
  • Data quality report
  • Gap analysis document

Blockers Identified:

  • _________________________________
  • _________________________________

Decision:

  • ✅ Continue to Week 2
  • ❌ STOP: Data quality insufficient

Week 2: Baseline Model

Tasks:

  • Build simple rule-based baseline
  • Measure baseline performance
  • Set target to beat
  • Document baseline approach

Deliverables:

  • Baseline model implementation
  • Baseline performance metrics
  • Target performance definition

Baseline Results:

  • Metric: _________________________________
  • Performance: _____%

Target to Beat: _____%

Decision:

  • ✅ Continue to Week 3
  • ❌ STOP: Baseline already meets requirements (no AI needed)

Week 3: ML Model Development

Tasks:

  • Feature engineering
  • Model training
  • Model validation
  • Performance comparison vs baseline
  • Error analysis

Deliverables:

  • ML model implementation
  • Validation results
  • Performance comparison report
  • Error analysis document

ML Model Results:

  • Metric: _________________________________
  • Performance: _____%
  • Improvement over baseline: _____ percentage points

Decision:

  • ✅ Continue to Week 4
  • 🟡 PIVOT: Model needs refinement (extend PoC 1-2 weeks)
  • ❌ STOP: Model doesn't beat baseline

Week 4: Decision Gate

Tasks:

  • Review all findings
  • Compare against success criteria
  • Assess technical feasibility
  • Refine ROI calculations
  • Make GO/PIVOT/STOP decision

Deliverables:

  • PoC summary report
  • Success criteria assessment
  • Recommendation (GO/PIVOT/STOP)
  • Next steps plan

Decision:

  • ✅ GO: Proceed to full build
  • 🟡 PIVOT: Change approach, extend PoC, or simplify
  • ❌ STOP: Not viable right now

PoC Decision Matrix

Success Criteria Status Notes
Model Accuracy ✅ / ❌
Data Quality ✅ / ❌
Team Readiness ✅ / ❌
ROI Math Holds ✅ / ❌
Technical Feasibility ✅ / ❌

Decision Rules:

  • All criteria met (5/5)? → ✅ GO to full build
  • 1-2 criteria missed (3-4/5)? → 🟡 PIVOT (change approach, simplify, extend PoC)
  • 3+ criteria missed (≤2/5)? → ❌ STOP (not viable right now)

Final Decision: _________________________________


PoC Costs

Actual Costs:

  • Team time (FTE): _____ hours × €_____ / hour = €_____
  • Infrastructure: €_____
  • Tools/licenses: €_____
  • Data access: €_____
  • Total PoC Cost: €_____

Budget: €_____ (target: €50K-100K for 4 weeks)

Variance: €_____ (over/under budget)


Key Learnings

What worked well:



What didn't work:



Surprises:



What we'd do differently:




Next Steps

If GO:




If PIVOT:




If STOP:

  1. Document learnings
  2. Revisit in 6-12 months
  3. Consider alternative approaches

Approved By

  • PoC Owner: _________________ Date: _______
  • Business Owner: _________________ Date: _______
  • Technical Lead: _________________ Date: _______
  • AI Architect: _________________ Date: _______