Success

Value Realization Reviews — Companion Template

Fill live with the customer. Keep it short, numeric and decisive. Print or save as PDF.

Account

Executive sponsor (role)

Date & Time

Original goal (1 line)

Stage / Board date

Internal sponsor

Attendees & roles

Name	Org	Role (decision/influence)	What we need from them

KPI	Baseline	Current	Target	Source	Owner

Volume / mo

Time saved / unit

Cost / hour

Monthly impact (notes)

KPI screenshots / report links
User quotes
Benchmark / reference
Pilot data / demo script
Security/Legal appendix Links

Context → problem cost → proof → options → asks.

Ask	Owner	Due	Feasibility

Decision	Milestone	Date	Calendar hold	Status

Decisions and asks listed Milestones + dates + owners Links to KPI sources & ROI sheet

Security/Legal next steps booked Next meeting calendar hold added Internal notes updated (CRM)

Risk log updated (if any) Thank-you sent to EA/CoS Manager notified (if escalations)

Back to Playbook

Use with the Value Realization Reviews playbook. Keep KPI sources clear, make ROI assumptions explicit, and always leave with dated next steps.