# Presentation-to-proposal worked example Original fictional example by Pageworks editorial, 2026-09-19. Not customer data or measured product output. Reuse and adapt these example texts with attribution to Pageworks. ## Source: eight slides ### Slide 1: The decision Decide whether to design a second onboarding pilot. No follow-up has been approved. ### Slide 2: Pilot scope Forty participants were invited to a 14-day onboarding pilot. ### Slide 3: Completion Twenty-eight of 40 participants completed onboarding: 70%. Twelve did not complete. ### Slide 4: Setup time Median setup time among the 28 completers was 18 minutes. There is no pre-pilot baseline. ### Slide 5: Interview findings Ten completers were interviewed. Six reported setup friction: 60% of interviewees. ### Slide 6: Limits There was no control group. Interviewees were a subset of completers. The observations do not establish improvement or causation. ### Slide 7: Candidate next step Consider a second pilot with revised setup instructions and a predefined comparison. This is a recommendation. ### Slide 8: Open decisions Budget, owner and follow-up dates have not been supplied. No follow-up work is approved. ## Fact sheet - F01 — Participants invited — 40 — Invitations, not customers - F02 — Participants completing onboarding — 28 — Completed within the pilot window - F03 — Pilot duration — 14 days — One cohort - F04 — Completion rate — 70% — 28 ÷ 40; derived - F05 — Participants not completing — 12 — 40 − 28; derived - F06 — Interview participants — 10 — Subset of the 28 completers - F07 — Interviewees reporting setup friction — 6 — 6 of 10 interviews, not 6 of 40 - F08 — Setup-friction share among interviewees — 60% — 6 ÷ 10; derived - F09 — Median setup time among completers — 18 minutes — No pre-pilot baseline - F10 — Control group — None — No causal comparison - F11 — Follow-up budget and approval — Not supplied; not approved — No authorized commercial commitment - F12 — Candidate next step — A second, revised onboarding pilot — Recommendation, not an agreed project ## Summary A 14-day onboarding pilot invited 40 participants; 28 completed onboarding, a 70% completion rate. Twelve did not complete. Median setup time among completers was 18 minutes, with no pre-pilot baseline. Of 10 completers interviewed, 6 reported setup friction. That 60% applies to interviewees, not the full cohort. The pilot had no control group, so it does not show that onboarding improved. A second pilot with revised setup instructions is a candidate next step. Budget, owner and dates remain open; follow-up work has not been approved. ## Client proposal ### Goal Evaluate whether revised setup instructions merit a further onboarding pilot. The initial 14-day pilot had 28 completions from 40 invited participants. Six of 10 completers interviewed reported setup friction; the interview finding is a reason to investigate, not an estimate for every participant. ### Proposed scope Review the current setup instructions, identify candidate revisions and draft a pilot plan for approval. These are proposed activities, not work already agreed. Confirm whether interviews with non-completers are feasible before adding them to scope. ### Measurement Define the primary outcome, denominator and observation window before recruitment. Record completion and setup time. Decide how to establish a comparison; the first pilot had no control group or setup-time baseline. Do not commit to a percentage improvement in advance. ### Decision required Please confirm whether to develop the plan, who would own it, and the budget and dates available for consideration. No delivery commitment or price is included because none has been supplied. ## Follow-up email Subject: Next decision on the onboarding pilot Hello, The onboarding pilot gives us two useful observations: 28 of 40 invited participants completed within 14 days, and 6 of the 10 completers interviewed reported setup friction. Neither finding establishes improvement over the previous process: there was no control group or setup-time baseline. Would you like to explore a second pilot focused on the setup instructions? Before putting a plan together, we would need to confirm an owner, a budget and suitable dates. The proposed follow-up is still a decision to make, not an approved project. Best, [Your name] ## Questions and answers ### Was the pilot successful? It recorded a 70% completion rate within 14 days. The source gives no predefined success threshold, control group or baseline, so we cannot conclude that it improved the process or met a stated target. ### Did most participants report setup friction? We do not know. Six of the 10 interviewees reported friction. Those interviewees were selected from the 28 completers; the result does not describe all 40 invited participants. ### What would the follow-up cost? No budget or price has been supplied. The next commercial step is to establish scope and constraints before proposing terms. ### What should happen next? One option is to develop a second-pilot plan with revised instructions and a predefined comparison. The owner, budget, dates and approval still need to be established. That is a recommendation, not a report of an agreed project.