A facilitator and colleagues mapping business workflows together

AXIS PRACTICAL RESOURCES

AI Pilot
Decision Brief.

An original Axis planning worksheet that connects a bounded pilot with the AXIS lifecycle and CAL conditions.

WORKSHEET PREVIEW

Agree the decision
before the trial.

Use this brief in a working session with business, delivery, governance, and workforce stakeholders. Capture unresolved questions and who will resolve them.

Decision and owner

Which decision will this pilot inform? Name the accountable business owner and review date.

Scope and boundaries

Identify one workflow, its users, approved information, and what remains outside the trial.

Capability

What do users and managers need to learn? Identify practice tasks, support, and feedback channels.

Authority

Record permitted AI actions, required human approval, escalation, and stop conditions.

Leadership

Name the sponsor, communication plan, and how staff can report concerns without penalty.

Evidence and review

Set the baseline, target, data source, and measurement owner. Record results before deciding the next step.

Download Editable Word Worksheet

Open the downloaded file in Word or Pages to edit. View PDF version

ILLUSTRATIVE EXAMPLE

A manager’s
meeting recap.

Example only—not a completed client engagement or promised result.

One task, a bounded trial

Test whether an approved assistant can turn non-sensitive project notes into a useful draft recap for a small volunteer team. A manager reviews every draft before it is shared.

CAL in the pilot

Capability: practice checking facts and action owners. Authority: the assistant drafts; the manager approves. Leadership: invite reports of errors and extra work.

Evidence for the next decision

Compare preparation time, corrections, and actual use with a baseline. Agree thresholds before the trial. Continue only if the owner accepts the evidence and remaining risks; otherwise adjust the workflow or end the trial.

LET’S BUILD WHAT’S NEXT

Ready to scope a useful pilot?

Bring a workflow, a question, or an early idea. We’ll help define the next decision.

Discuss Your Pilot

ILLUSTRATIVE GOVERNMENT PILOT

Contract-file
summary assistant.

Sample planning scenario only. This is not client data or a completed engagement.

Owner: Contracting branch chief
Trial window: Eight weeks · decision in week nine
Users: One team of 8–10 people

Bounded scope

Draft summaries using approved, non-sensitive contract material. Exclude sensitive or controlled information, source selection, and award decisions.

Human review

A named reviewer checks each summary before use. Use approved tools and record errors for weekly review.

CAL conditions

Train staff to check outputs, name the accountable owner, and provide a safe channel for reporting problems.

Illustrative measurement plan
Measure	Baseline and target	Evidence and owner
Draft preparation time	Measure before the trial; agree target before launch	Weekly time sample · branch chief
Summary accuracy	Review baseline examples; set acceptance threshold	Weekly reviewer checks · pilot lead
Actual use	Example target: 8 of 10 users active weekly	Approved usage report · pilot lead
Confidence reviewing outputs	Compare with opening pulse; agree desired change	Weeks 0, 4, 8 · enablement lead

At the review, expand only if agreed criteria and controls are met and a rollout owner is in place. Revise when a specific issue can be tested again; stop when value is absent or controls cannot be satisfied.

Download Planning Worksheet (Word)