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Downloadable pilot worksheet

Private AI Pilot Readiness Checklist.

This checklist helps your team identify one sensitive workflow, map the data boundary, and prepare a safer pilot review before AI touches real clinic, legal, finance, or customer operations.

Download PDF checklistView pilot offer
pilot-readiness.pdf

Workflow candidate

Accounting client-request assistant

Business typeRegulated local team
Sensitive dataTax + financial records
Review pointHuman approval required
Sample data firstOwner named

Preview

What the checklist helps you decide

A strong first private AI pilot is narrow: one repeated workflow, one owner, approved source materials, sample or redacted data, and a clear point where a person reviews the output before anything reaches a customer, patient, client, or public system.

Workflow fit

  • Does the task happen often enough to justify a pilot?
  • Are the inputs consistent: forms, emails, documents, tickets, or records?
  • Can the team measure time saved, error reduction, faster routing, or better handoffs?
  • Where does the AI stop and ask for human approval?

Sensitive-data boundary

  • What customer, patient, financial, legal, employee, or operational data appears?
  • Can the pilot begin with sample or redacted data?
  • Which users can see prompts, sources, outputs, and audit events?
  • What data gets blocked from prompts or flagged before output?

Pilot prep

  • Business type and first workflow candidate.
  • Current software stack and source documents.
  • Sample outputs the team already trusts.
  • Success metric and rollout decision criteria.