Set the boundaries
Name the task, permitted inputs, output and human reviewer.
FREE WORKBOOK / AI PILOT WORKBOOK
Test one task.
Learn something useful.
Give an AI idea a fair test before it becomes a bigger commitment. Define the boundaries, review representative work and decide what the evidence supports.
Leave with a pilot plan, a test approach and a documented next-step decision.
Download the free workbook4 pages · Fillable and printable PDF · No email required
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YOUR IDEA. A CLEARER NEXT STEP.WHO IT IS FOR
Start where
you are.
For a team exploring one practical AI use, or an owner who wants a structured way to evaluate an idea. Start with a familiar task and approved example material.
Test the actual work
Choose representative cases and record errors, omissions and review effort.
Make the next decision
Continue, revise or stop, with an owner and a reason for the choice.
BUILT TO BE USED
A worked example.
Space for your own.
A fictional market research team tests draft theme summaries against supplied interview excerpts.
Type into the fields in a PDF reader, save a copy and reopen it to check your entries. Or print the workbook and write by hand. Use fictional or anonymized examples for anything sensitive.
Bring the completed workbook to your team, a developer or a first conversation with us.
Get your free copy ↓WHEN YOU ARE READY