Workflow scope and trial brief
Define the business problem, inputs, outputs, responsibilities and boundaries in an editable worksheet.
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.
Download working materials
Editable templates and synthetic examples. No real customer information.
Editable Markdown templateDownload ↓