Midpoint review template

Scorecard and agenda for the formal midpoint review.

Blank worksheet

Fill the scorecard before the meeting. Use it as a soft-close rehearsal.

Criterion	Status G/Y/R	Evidence link / note	Decision
1. ___	[ ] G [ ] Y [ ] R	___	___
2. ___	[ ] G [ ] Y [ ] R	___	___
3. ___	[ ] G [ ] Y [ ] R	___	___
4. ___	[ ] G [ ] Y [ ] R	___	___
5. ___	[ ] G [ ] Y [ ] R	___	___

Working steps

Fill scorecard before the meeting.

Decide adjust vs stay.

Confirm final ask attendees.

Filled scorecard example (fictional)

Week-5 midpoint on the warehouse pilot.

Criterion	Status	Evidence	Decision
Cycle time ≤1.0h	Yellow — 1.4h median	Week 2-5 dashboard	Add night-shift coaching; recheck week 6
≥80% unprompted use	Green — 86%	Analytics export	Stay course
Variance ≤1.5%	Yellow — 1.9%	Finance sample	Tighten SKU sample method with Marcus

AI prompt

Paste into ChatGPT or Claude. Replace bracketed placeholders with your deal facts.

Build a midpoint review pack for a paid pilot. Treat midpoint as a soft-close rehearsal.

Company / product: [YOURS]
Buyer: [ACCOUNT]
Pilot week: [e.g. week 5 of 8]
Success criteria with latest measurements: [PASTE]
Known blockers: [ ]
Economic buyer attendance: [yes/no/name]
Final decision date: [ ]

Output:
1) Scorecard table: Criterion | Status (Green/Yellow/Red) | Evidence | Decision (stay / adjust / at risk)
2) Blockers table: Blocker | Owner | Due date | Impact on PO date
3) Asks for the economic buyer (≤5 bullets)
4) One paragraph recommendation: stay course, narrow scope, or stop early — pick one and justify in 3 sentences max.