Success criteria builder

Draft three to five measurable pilot success criteria.

Blank worksheet

Aim for outcomes finance can read. Delete 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 a baseline and target for each.

Confirm you can measure each one inside the pilot window.

Get written agreement from the buyer.

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).
- Each 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.