Success criteria builder

Draft three to five measurable pilot success criteria.

Blank worksheet

Aim for finance-readable outcomes. Kill vague lines like team likes it.

Metric	Baseline	Target	Measured how	Owner	Evidence
1. ___	___	___	___	___	___
2. ___	___	___	___	___	___
3. ___	___	___	___	___	___
4. ___ (optional)	___	___	___	___	___
5. ___ (optional)	___	___	___	___	___

Working steps

Pick one workflow.

Write 3-5 metrics.

Add baseline and target.

Confirm measurability inside the pilot window.

Get written buyer agreement.

Filled example (fictional — warehouse)

Three criteria that survive a CFO review.

Metric	Baseline	Target	Measured how	Owner
Median cycle-count time	4.0 h	≤1.0 h	Time stamps in product + spot audits	Priya
Weekly unprompted completion	n/a	≥80% of named users	Product analytics	You + Priya
Inventory variance (500 SKU)	3.2%	≤1.5%	Finance-agreed sample method	Marcus / finance

AI prompt

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

You are helping a B2B founder write 3-5 measurable success criteria for a paid pilot that must end in a commercial decision.

Company / product: [YOUR COMPANY + PRODUCT]
Buyer: [ACCOUNT]
Workflow in scope: [ONE WORKFLOW]
Out of scope: [LIST]
Pilot length: [WEEKS]
Economic buyer cares about: [COST / RISK / REVENUE]
Baseline facts you already have: [NUMBERS OR "unknown"]

Output a markdown table:
Metric | Baseline | Target | How measured | Evidence artifact | Owner (buyer side)

Rules:
- No soft criteria (likes it, feels faster, AI is cool).
- Every target must be checkable inside the pilot window.
- If baseline is unknown, write "measure in week 0" and a method.
- Add a final checklist: [ ] champion signed  [ ] EB signed  [ ] in agreement.