Templates › Scale-or-stop review
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.
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