CSO — Project Review Meeting presentation template

Use as a talk track or deck outline. Keep business-outcome first; park deep technical dives unless Head of Delivery asks.


1. Context (2–3 min)

  • Client situation and why now
  • What the SOW promises (outcomes, not tasks)
  • CSO as single accountable owner for success

2. Plan skeleton (5–8 min)

Walk Initiatives → Projects → Project milestones from the plan doc:

  • What each milestone means for the client
  • Dependencies (data access, stakeholders, other pods)

3. Timeline & risk (3–5 min)

  • Where dates are hard vs directional
  • Top 3 risks and mitigations
  • What could force escalation

4. SL technical assurance (2 min)

  • “SL has signed off on technical approach and effort” (or: specific questions still open)
  • Invite Head of Delivery to pull SL in only if needed

5. Ask (1 min)

  • Specific decision: approve / revise / pause pending X

Artifact: Fill sow-project-plan-template.md before this meeting.


Last updated: 2026-03-23