AI Pilot Brief Worksheet (Blank Preparation Template)
Note: This is a blank preparation template for scoping an initial AI pilot, not a client result report.
Please include only shareable or anonymised examples without confidential or personal data.

1. Pilot Business Task
- Workflow or task name (choose one): [Fill in]
- Users or team roles involved: [Fill in]
- Task frequency (daily / weekly / monthly volume): [Fill in]
- Current bottleneck or practical problem: [Fill in]

2. Current Baseline
- Average time spent per task today: [Fill in]
- Typical volume per week or month: [Fill in]
- Common rework or recurring error issues: [Fill in]
- How performance is currently tracked before using AI: [Fill in]

3. Approved Data and Boundaries
- Approved documents, templates, or reference sources: [Fill in]
- Shareable non-confidential sample cases (3-5 examples): [Fill in]
- Excluded data (personal data, confidential client records, trade secrets): [Fill in]
- Existing tools or systems involved in this step: [Fill in]

4. Human Reviewer
- Role of the subject-matter reviewer checking AI outputs: [Fill in]
- Domain rules or facts the reviewer must verify: [Fill in]
- Fallback and escalation step when data is incomplete or uncertain: [Fill in]

5. Acceptance and Error Criteria
- What counts as a usable output for this workflow: [Fill in]
- Unacceptable errors (invented facts, policy violations, missing key details): [Fill in]
- Number of test cases required to evaluate the pilot: [Fill in]

6. Next Decision Criteria
- Criteria to expand the workflow after testing: [Fill in]
- Criteria to revise prompts, data scope, or workflow steps: [Fill in]
- Criteria to stop the trial if baseline comparison does not justify continuing: [Fill in]