# Workflow scope and trial brief

Original guidance and working materials. Validate against your business; these are not measured project results or delivery commitments.

## Business and ownership

- Workflow name: ____
- Business owner, users and reviewer: ____
- Current process and desired improvement: ____
- Current volume, period and supporting records: ____

## Information and systems

- Inputs, sources, authorization and versions: ____
- Existing systems and interface conditions: ____
- Expected outputs and destination: ____
- Synthetic or authorized anonymized samples: ____

## Actions and boundaries

- Steps AI may assist with: ____
- Required human judgments and approvals: ____
- Permitted reads and writes: ____
- Exception owner and recovery procedure: ____
- Explicit exclusions: ____

## Validation and next step

- Acceptance samples, human baseline and business criteria: ____
- Failures, review effort and time to record: ____
- Owner, trial period and review date: ____
- Conditions for expansion, adjustment or stopping: ____

## How to use

Download and complete this for your business. Keep unsupported items open. Do not include passwords, credentials or unnecessary sensitive information. This is a preparation worksheet, not a completed assessment.