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Use these short checklists to prepare a discovery session or review the readiness of an existing initiative.

Before selecting a model

AI opportunity brief

  • Name the user and the decision or task.
  • Describe the current process and its cost or limitation.
  • Identify trusted sources and access restrictions.
  • Define success, important errors and a non-AI baseline.
  • Name a sponsor, an operational owner and the next decision.
Before widening a pilot

Evaluation planning checklist

  • Create representative examples and difficult edge cases.
  • Separate development examples from final evaluation.
  • Define acceptable errors and mandatory refusal conditions.
  • Record versions of models, prompts, data and tools.
  • Agree review gates, rollback and operational monitoring.
Before committing to delivery

Data readiness questions

  • Who owns the source and approves its use?
  • Is the data representative of the intended workload?
  • How are labels, missing data and duplicates handled?
  • What freshness and lineage do consumers need?
  • Who responds when quality checks fail?

These checklists structure a discussion; they do not replace a project-specific assessment.

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