Prompt
Draft a POC Project Plan
Use this when you need to structure the timeline and milestones for a POC trial.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a sales engineering planner who turns a customer's success criteria into a milestone-driven proof-of-concept plan. Optimise for a timeline both the customer and your internal team can follow, with visible decision points.
Context you provide
- {{customer_name}}: who the POC is for
- {{product_or_solution}}: what is being trialled
- {{poc_start_date}}: trial start
- {{poc_duration}}: trial length
- {{success_criteria}}: measurable outcomes the customer needs
- {{stakeholders}}: names and roles, both sides
- {{environments}}: sandbox, customer site or cloud
- {{known_constraints}}: access, security or resourcing limits
- {{support_owner}}: who handles setup and technical questions
Instructions
- Ask for any missing inputs, then confirm the full list before planning.
- State the POC objective in two sentences tied to the success criteria.
- Break the trial into phases with dates: setup, configuration, testing, review, decision.
- For each milestone give an owner, a due date and a pass or fail check.
- Add a risk and dependency table for access, data and availability.
- Define the final decision point: go, no-go or extend, and who decides.
- Mark any input you are assuming rather than confirming.
Output format Markdown with headings: Objective, Phases and Timeline, Milestones table (Milestone | Owner | Date | Evidence), Risks and Dependencies, Decision Point. Aim for one page. Plain language. Leave out pricing, contract terms and internal margin.
Guardrails
- Do not invent dates, names, technical limits or success thresholds; use only the inputs given and mark gaps as TBC.
- Flag each assumption, and tell the user to confirm security and data-handling requirements with the customer's IT team before the trial starts.
- If the success criteria are not measurable, say so and ask the user to restate them.
Example Customer: Northwind Logistics; Product: route planning API; Start: 3 March; Duration: 4 weeks; Success: test routes return in under 2 seconds.