POC Scope Document Template

Project: [Project Name]
Customer: [Customer Name]
Date: [Date]
Duration: [X] days/weeks
Prepared by: [Your Name/Team]

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Executive Summary

[2-3 sentences summarizing the POC objectives and expected outcomes]

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Objectives

Primary Objectives

1. [Primary objective 1]
2. [Primary objective 2]
3. [Primary objective 3]

Secondary Objectives (If Time Permits)

1. [Secondary objective 1]
2. [Secondary objective 2]

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Scope

In Scope

• [What will be included in the POC]
• [Key features to demonstrate]
• [Integration points to test]
• [Performance metrics to validate]

Out of Scope

• [What will NOT be included]
• [Features explicitly excluded]
• [Integrations not being tested]
• [Production considerations deferred]

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Success Criteria

Must-Have (POC Fails Without These)

• [ ] [Criterion 1 - measurable and specific]
• [ ] [Criterion 2 - measurable and specific]
• [ ] [Criterion 3 - measurable and specific]

Should-Have (Important but Not Blocking)

• [ ] [Criterion 1 - measurable and specific]
• [ ] [Criterion 2 - measurable and specific]

Nice-to-Have (If Time Permits)

• [ ] [Criterion 1 - measurable and specific]
• [ ] [Criterion 2 - measurable and specific]

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Timeline

Phase	Duration	Activities	Deliverables
Setup	[X] days	Infrastructure setup, access configuration	Working environment
Development	[X] days	Feature implementation, integration	Functional demo
Testing	[X] days	Validation, bug fixes	Validated solution
Demo	[X] day	Stakeholder presentation	Demo delivery
Documentation	[X] day	Report writing, handoff	Final report

Total Duration: [X] days

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Resources

Team

• Lead Engineer: [Name]
• Solutions Engineer: [Name]
• Customer Technical Contact: [Name]
• Customer Business Contact: [Name]

Infrastructure

• Environment: [GCP/AWS/Azure/Local]
• Cluster Size: [Specifications]
• Access Method: [How to access]
• Credentials: [Where stored]

Dependencies

• [ ] Customer access to [system/environment]
• [ ] Customer data/samples (if needed)
• [ ] Third-party service access
• [ ] Customer stakeholder availability

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Technical Approach

Architecture

[High-level architecture diagram or description]

Key Components

1. [Component 1]

   • Purpose: [What it does]
   • Technology: [What it's built with]

2. [Component 2]

   • Purpose: [What it does]
   • Technology: [What it's built with]

Integration Points

• [Integration 1]: [Description]
• [Integration 2]: [Description]

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Risks and Mitigation

Risk	Impact	Probability	Mitigation
[Risk 1]	High/Medium/Low	High/Medium/Low	[Mitigation strategy]
[Risk 2]	High/Medium/Low	High/Medium/Low	[Mitigation strategy]
[Risk 3]	High/Medium/Low	High/Medium/Low	[Mitigation strategy]

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Assumptions

1. [Assumption 1]
2. [Assumption 2]
3. [Assumption 3]

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Deliverables

Technical Deliverables

• [ ] Working demonstration environment
• [ ] Deployed application/features
• [ ] Integration working (if applicable)
• [ ] Performance metrics/benchmarks

Documentation Deliverables

• [ ] Architecture diagram
• [ ] Deployment guide
• [ ] Configuration documentation
• [ ] Known issues/limitations list

Presentation Deliverables

• [ ] Demo script
• [ ] Presentation slides
• [ ] Video recording (optional)
• [ ] Final report

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Acceptance Criteria

The POC will be considered successful if:

1. [Acceptance criterion 1]
2. [Acceptance criterion 2]
3. [Acceptance criterion 3]

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Next Steps (Post-POC)

If Successful

• [ ] [Next step 1]
• [ ] [Next step 2]
• [ ] [Next step 3]

If Unsuccessful

• [ ] [Next step 1]
• [ ] [Next step 2]
• [ ] [Next step 3]

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Sign-Off

Customer Approval:

Name: _________________
Title: _________________
Date: _________________
Signature: _________________

Vendor Approval:

Name: _________________
Title: _________________
Date: _________________
Signature: _________________

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Document Control

Version	Date	Author	Changes
1.0	[Date]	[Name]	Initial version

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Notes

[Any additional notes, clarifications, or special considerations]