# Scale-or-stop review

Template id: `scale-or-stop-review`
Responsible skill: `opportunity-management:scale-or-stop`

Use this template at the review date agreed when the pilot or first release began. Judge the evidence against the
thresholds set beforehand; never set or change a threshold after seeing the results. Adoption evidence is reported at
team or role level only.

## 1. Initiative

| Field | Value |
|---|---|
| Opportunity reference | [To confirm: reference from the opportunity canvas] |
| Business owner (role) | [To confirm: role] |
| Pilot or release scope (audience, units, data) | [To confirm: scope] |
| Pilot period | [To confirm: start and end dates] |
| Current risk tier | [To confirm: tier] |
| Review participants (roles) | [To confirm: roles] |

## 2. Value hypothesis and thresholds agreed before the pilot

| Field | Value |
|---|---|
| Value hypothesis | [To confirm: hypothesis] |
| Baseline and how it was measured | [To confirm: baseline] |
| Date thresholds were agreed | [To confirm: date, or "not agreed beforehand" with confidence lowered] |

## 3. Evidence by dimension

| Dimension | Threshold agreed | Evidence | Result (met, partly met, not met) | Confidence |
|---|---|---|---|---|
| Value | [To confirm: threshold] | [To confirm: movement against baseline] | [To confirm: result] | [To confirm: confidence] |
| Adoption | [To confirm: threshold] | [To confirm: sustained use by intended roles] | [To confirm: result] | [To confirm: confidence] |
| Quality | [To confirm: threshold] | [To confirm: evaluation results, errors, incidents] | [To confirm: result] | [To confirm: confidence] |
| Cost | [To confirm: threshold] | [To confirm: build, run, support and review effort] | [To confirm: result] | [To confirm: confidence] |

User and support feedback summary: [To confirm: summary]

Unintended effects on people observed (uneven quality, over-reliance, skipped human checks): [To confirm: findings or "none observed"]

## 4. Decision

| Field | Value |
|---|---|
| Decision | [To confirm: scale, iterate, pivot or stop] |
| Reasoning | [To confirm: reasoning against the dimensions] |
| Conditions attached | [To confirm: conditions] |
| Decided by (role) and date | [To confirm: role and date] |

## 5. If scaling: what changes

| Field | Value |
|---|---|
| New audience, units, data, connectors, actions or external reach | [To confirm: changes] |
| Re-classified risk tier | [To confirm: tier from risk classification] |
| Gates required at the new tier and their status | [To confirm: gates and status] |
| Owner confirms accountability at the larger scope | [To confirm: yes, role and date] |
| Knowledge owners and support route confirmed | [To confirm: yes or gaps] |
| Platform move needed (for example to a governed environment) | [To confirm: move or "none"] |

## 6. If iterating or pivoting

| Field | Value |
|---|---|
| Fix or change to make | [To confirm: change] |
| Return to suitability (pivot only) | [To confirm: yes or no] |
| Next review date | [To confirm: date] |

## 7. If stopping: stop note

| Field | Value |
|---|---|
| What was tried | [To confirm: summary] |
| What the evidence showed | [To confirm: summary] |
| What was learned about the problem, the users and the pattern | [To confirm: learning] |
| What happens to users, data, outputs and assets | [To confirm: decommissioning steps and retention decision] |
| Shared with the community on | [To confirm: date] |
| Team thanked and contribution recognised | [To confirm: yes] |

## 8. Portfolio follow-up

| Field | Value |
|---|---|
| Predicted value score at prioritisation | [To confirm: score] |
| Realised value | [To confirm: summary] |
| Backlog and roadmap updated on | [To confirm: date] |

> Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.