AI ENERGY LEADERS — ONE-PAGE PILOT CHARTER
https://aienergyleaders.com/guides/ai-pilot-roadmap/

This planning worksheet is a starting point. Adapt it to your organisation.

1. WORKFLOW
Who is the user? What repeated task will this pilot support?
What is explicitly outside scope?

2. OWNERSHIP
Business owner:
Technical owner:
Domain reviewers and allocated time:
Risk/security reviewer:

3. VALUE HYPOTHESIS
Current baseline: task volume, total time, quality, rework.
Proposed improvement:
How will we measure total effort INCLUDING review and corrections?

4. DATA AND ACCESS
Approved sources and versions:
Access permissions and exclusions:
Owner responsible for source freshness:

5. EVALUATION
Representative held-out tasks:
Quality and value thresholds agreed before the trial:
Critical failures that block rollout:
Checks for unsupported answers and unauthorised access:

6. DELIVERY
Weeks 1–2: baseline, sources, evaluation set.
Weeks 3–4: bounded workflow, evaluation, critical fixes.
Weeks 5–6: limited user trial, decision review.
Prerequisites or approvals that may extend this schedule:

7. DECISION GATE
Date and decision-maker:
STOP if:
REVISE if:
EXPAND only if:
Ongoing support owner, monitoring, and rollback process:

Released capacity is not automatically cash savings. Record costs and
uncertainty alongside benefits. Retain human approval for consequential work.