Evaluation Plan.
WS10 is the program's measurement plan. It names the KPIs (Key Performance Indicators) and QBAs (Quantifiable Benefit Achievements) that track whether the program is delivering the benefit claim from WS04. It's the last worksheet before Gate B.
Purpose
Without a measurement plan, "it went live" is where the program story ends. WS10 extends the story through hypercare and into Embed — leading indicators fire early signals; lagging indicators confirm or refute the benefit claim. The plan itself becomes what E Embed is evaluated against.
Template
| Metric name | Short descriptive label |
|---|---|
| Type | Leading / Lagging |
| Formula | Exact calculation — not a general idea |
| Data source | System of record; how the data is extracted |
| Baseline | Pre-program value |
| Target | Expected value post-program, with timing |
| Threshold — amber | Level that triggers attention |
| Threshold — red | Level that triggers intervention |
| Review cadence | Weekly / monthly / quarterly |
| Review forum | Where the metric gets inspected (from WS09) |
| Owner | Named person responsible for the metric |
Leading vs lagging
Leading indicators fire early — usage, adoption, process compliance, time-to-complete. You can act on these during hypercare to adjust course. Lagging indicators measure the benefit itself — cost reduction, revenue lift, error-rate drop, customer outcome. These take longer to register and are what the benefit claim gets verified against.