Starter Kit
Scope an AI pilot around a real problem.
Start with friction you can feel, decide whether the work needs intelligence, and scope the smallest pilot that can prove value.
What this solves
Choose the work before choosing the tool.
A useful AI pilot starts with an existing problem. The approach follows from the kind of work involved: predictable steps, synthesis across information, or continuous judgment inside a defined scope.
This kit helps you describe the friction, select the right method, and define a pilot small enough to test without turning it into a transformation program.
The framework
Four decisions before you build.
- Find the challenge. Identify work that takes too long, varies too much, or cannot scale.
- Choose the approach. Decide whether the problem needs deterministic automation, AI synthesis, or continuous agent judgment.
- Scope the pilot. Define the smallest version you can test in two weeks with three to five users.
- Define success. Choose a metric tied to time, adoption, output quality, conversion, or another business result.
Workflow fit check
Match the work to the right method.
Automation
Repetitive steps with predictable rules.
Workflow with AI
A structured process with a synthesis step.
Agent
Continuous work that requires judgment.
Keep it in the chat
A one-time question, analysis, or artifact.
What the download provides
The complete working templates.
- Problem-framing worksheet
- Workflow-fit assessment
- Two-week pilot outline
- Data and access checklist
- Pilot-user definition
- Success-metric template
- Continue, revise, or stop decision record