Proof of Concept (POC) Proposal Template
Version: 1.0 | Last Updated: Nov 2025
PulsePlus Proof of Concept Proposal
Prepared for: [COMPANY NAME] Prepared by: [YOUR NAME], PulsePlus Date: [DATE] POC Duration: [30/60/90] Days
Executive Summary
[COMPANY NAME] is evaluating PulsePlus to [PRIMARY OBJECTIVE - e.g., "reduce turnover," "increase training completion," "accelerate change adoption"].
This POC proposal outlines a structured [30/60/90]-day pilot with [DEPARTMENT/TEAM] to validate PulsePlus's ability to deliver measurable improvements in [KEY METRICS].
Success Criteria:
- [METRIC 1]: Improve from [BASELINE] to [TARGET]
- [METRIC 2]: Improve from [BASELINE] to [TARGET]
- [METRIC 3]: Improve from [BASELINE] to [TARGET]
Go/No-Go Decision: Based on achieving [X]% improvement in [PRIMARY METRIC]
POC Objectives
Primary Objective
[SPECIFIC, MEASURABLE GOAL]
Example: "Increase training completion rate from 35% to 60% among sales team"
Secondary Objectives
- [OBJECTIVE 2]
- [OBJECTIVE 3]
Learning Objectives
- Validate employee engagement with gamification
- Test integration with [THEIR SYSTEMS]
- Measure impact on [BUSINESS METRIC]
- Assess administrative overhead and ease of use
POC Scope
Participants
Department/Team: [DEPARTMENT NAME] Number of Users: [XX] employees User Profile: [ROLE/DESCRIPTION]
Why This Team:
- Representative of broader organization
- Has measurable baseline metrics
- Willing and engaged leadership
- Results will inform company-wide decision
Features to Test
Core Features:
- ✅ XP & Leveling System
- ✅ Achievements & Badges
- ✅ [FEATURE 3 - e.g., "Quest System for Onboarding"]
- ✅ [FEATURE 4 - e.g., "Leaderboards"]
Integrations:
- ✅ [SYSTEM 1 - e.g., "Salesforce for activity tracking"]
- ✅ [SYSTEM 2 - e.g., "LMS for training completion"]
- ⚠️ [OPTIONAL SYSTEM]
Out of Scope (for POC):
- Company-wide rollout
- [FEATURE NOT TESTING]
- [COMPLEX INTEGRATION NOT NEEDED FOR PILOT]
POC Timeline
Week 1-2: Planning & Configuration
Week 1:
- Day 1: Kickoff meeting with stakeholders
- Day 2-3: Objectives workshop (define what employees will be measured on)
- Day 4-5: Achievement design session (what behaviors to recognize)
Week 2:
- Day 6-8: Rules engine configuration for [SYSTEM] integration
- Day 9-10: Admin training for [POC MANAGERS]
- Test environment validation
Deliverables:
- Configured PulsePlus environment
- Documented objectives and achievements
- Trained administrators
Week 3-4: Pilot Launch
Week 3:
- Day 15: Launch announcement to [XX] pilot users
- Day 15-16: User onboarding sessions (30 min each)
- Day 17-21: Daily monitoring and optimization
Week 4:
- Day 22-28: Continue pilot, gather feedback
- Mid-point check-in (Day 25): Review early metrics
Deliverables:
- [XX]% of users actively engaged (target: 70%+)
- Baseline metrics established
- Initial feedback collected
Week 5-[8/12]: Optimization & Measurement
Weeks 5-6:
- Refine objectives based on user feedback
- Add/adjust achievements as needed
- Monitor engagement and business metrics
Weeks 7-8 (if 60-day POC):
- Continue optimization
- Collect qualitative feedback (surveys, interviews)
- Document success stories
Deliverables:
- Final success metrics
- User satisfaction survey results
- ROI analysis
- Recommendation report
Final Week: Evaluation & Decision
Day [X]: Final metrics presentation Day [X+2]: Go/No-Go decision meeting Day [X+5]: If Go: Rollout planning begins
Success Metrics & Measurement
Primary Success Metric
Metric: [PRIMARY METRIC - e.g., "Training Completion Rate"] Baseline: [CURRENT STATE - e.g., "35%"] Target: [GOAL - e.g., "60%"] Measurement: [HOW TRACKED - e.g., "LMS completion data"]
Success Threshold: Achieve ≥[X]% improvement
Secondary Success Metrics
| Metric | Baseline | Target | How Measured |
|---|---|---|---|
| [METRIC 2] | [X] | [Y] | [METHOD] |
| [METRIC 3] | [X] | [Y] | [METHOD] |
| [METRIC 4] | [X] | [Y] | [METHOD] |
Engagement Metrics
| Metric | Target |
|---|---|
| Daily Active Users (DAU) | 60%+ |
| Weekly Active Users (WAU) | 80%+ |
| Average XP per User | [X]+ |
| Achievements Unlocked | [X]+ |
| User Satisfaction (NPS) | 50+ |
Resource Requirements
From [COMPANY NAME]
Time Commitment:
- Executive Sponsor: 2 hours (kickoff, mid-point, final review)
- POC Manager: 10 hours (planning, monitoring, feedback)
- Participants: 30 minutes (onboarding) + ongoing usage
- IT/Integration Support: 5 hours (integration setup)
Technical Requirements:
- Access to [SYSTEM 1] for integration
- Employee list (name, email, department) for import
- SSO configuration (if applicable)
From PulsePlus
Dedicated Support:
- Customer Success Manager (20 hours)
- Implementation Engineer (10 hours)
- Technical Support (on-demand)
Deliverables:
- Configured POC environment
- Admin training (2 sessions)
- User training materials
- Weekly progress reports
- Final success report
POC Investment
Pricing for POC
Option 1: Paid POC
- POC Fee: $[X],000 (one-time)
- [XX] users for [30/60/90] days
- Full platform access
- Credits toward annual contract if you proceed
Option 2: Free POC (if qualified)
- No cost for [30/60] days
- [XX] users maximum
- Standard support
- Requires commitment to decision timeline
Go/No-Go Decision Criteria
Go Decision (Proceed to Full Deployment)
Required:
- ✅ Primary metric achieves ≥[X]% improvement
- ✅ [X]%+ user engagement (DAU ≥60%)
- ✅ Positive user feedback (NPS ≥50)
- ✅ Executive sponsor approval
Result: Proceed to company-wide rollout
No-Go Decision (Do Not Proceed)
Triggers:
- ❌ Primary metric improves <[X]%
- ❌ Low engagement (<40% DAU)
- ❌ Negative user feedback (NPS <30)
- ❌ Technical integration issues unresolved
Result: Part ways, no further obligation
Rollout Plan (If POC Succeeds)
Phase 1: Expand to [DEPARTMENT/DIVISION]
- Timeline: Month 1-2
- Users: [XX] additional employees
- Investment: $[XX],000
Phase 2: Company-Wide Deployment
- Timeline: Month 3-4
- Users: All [XXX] employees
- Investment: $[XXX],000 annually
Risk Mitigation
Potential Risks & Mitigation
Risk: Low user adoption Mitigation: Executive sponsorship, manager activation, onboarding support, incentives for early participation
Risk: Integration challenges Mitigation: Pre-POC technical validation, dedicated integration support, fallback to CSV import if API issues
Risk: Metric improvement not achieved Mitigation: Mid-point review at Week 4, course-correct based on early data, extend POC if needed
Risk: Change fatigue Mitigation: Position as fun and optional, leverage champions, minimize time commitment
POC Team & Roles
[COMPANY NAME] Team
- Executive Sponsor: [NAME, TITLE] - Final decision authority
- POC Manager: [NAME, TITLE] - Day-to-day coordination
- Department Lead: [NAME, TITLE] - Participant engagement
- IT Contact: [NAME, TITLE] - Integration support
PulsePlus Team
- Customer Success Manager: [YOUR CSM]
- Implementation Engineer: [NAME]
- Account Executive: [YOUR NAME]
Communication Plan
Weekly Check-Ins
- Frequency: Every Monday, 30 minutes
- Attendees: POC Manager, CSM, Dept Lead
- Agenda: Review metrics, address issues, optimize
Mid-Point Review (Week 4)
- Attendees: Executive Sponsor + full POC team
- Purpose: Review early results, course-correct if needed
Final Review (Week [8/12])
- Attendees: Executive Sponsor + decision-makers
- Purpose: Present results, Go/No-Go decision
Next Steps
To Initiate POC:
- ✅ [COMPANY] approves this POC proposal
- ✅ Sign POC Agreement (attached)
- ✅ Schedule kickoff meeting (Week 1, Day 1)
- ✅ Provide participant list and system access
- ✅ Begin configuration (Week 1)
Timeline:
- Proposal approval: [TARGET DATE]
- POC kickoff: [TARGET DATE]
- POC end: [TARGET DATE]
- Go/No-Go decision: [TARGET DATE]
Appendix A: Sample Objectives & Achievements
Example Objectives (customizable):
- Complete 5 training modules this month
- Achieve 90% quality score
- Collaborate with 3 different teams
- Submit 2 process improvement ideas
Example Achievements (customizable):
- "Early Adopter" - First 10 employees to join POC
- "Training Champion" - Complete all assigned courses
- "Team Player" - Help 3 colleagues with quests
- "Feedback Hero" - Provide POC improvement suggestions
Appendix B: POC Agreement
[Legal agreement document covering terms, data privacy, intellectual property, termination]
Questions?
Contact: [YOUR NAME] Email: [YOUR EMAIL] Phone: [YOUR PHONE]
Prepared by PulsePlusWebsite: https://pulseplus.devSupport: support@happy-tech.biz