WORKING GUIDE

Before you start an AI project

Five decisions that make a first project easier to evaluate.

Choose one task

Name the user, the question or action, and what a useful result looks like. “Add AI” is not an acceptance criterion.

Name the source of truth

List the documents and systems the answer should come from. Identify who can approve and update that information.

Define the limits

Set out what the system can draft, what it can execute and when a person must take over.

Prepare a small evaluation set

Include normal cases, incomplete requests and cases where the correct response is to ask for help.

Agree the operating plan

Decide ownership, cost limits, maintenance, feedback and a way to pause the workflow.