Section 1: Vision & Purpose
What outcomes do you want AI to help achieve?
What problems, inefficiencies, or needs will it address?
Example: Improve response time to client inquiries by 50% using AI-based chat support.
Section 2: Priority Use Cases
List 1–3 specific, high-value AI applications to pilot.
Include a description, timeline, and measurable benefit.
Example:
Use Case: AI-assisted document summarization for compliance reviews
Timeline: Pilot Q1, scale Q2
Benefit: Reduce review time by 40%
Section 3: Resources & Capacity
What data do you need? Is it accessible, clean, and secure?
Who will lead and manage the AI initiative?
What training will staff need?
Section 4: Ethics, Governance & Risk
How will you ensure fairness, transparency, and accountability?
Who is responsible for reviewing AI decisions?
What are your “red lines” (e.g., no facial recognition, no customer profiling)?
Section 5: Next Steps & Timeline
List 3–5 clear next steps with assigned responsibilities and dates.
Set a review point 3–6 months post-implementation.