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Put the next AI decision on one page

Use these planning checklists to define the task, the review steps and the result your team needs to see. Keep the project focused before choosing a tool.

Workflow contract

  • Workflow name and owner
  • Systems touched and action scope
  • Success KPI and baseline
  • Known exceptions and fallback path

Control matrix

  • Risk point
  • Policy or allowlist guard
  • Approval gate type
  • Evidence captured for review

Evaluation harness plan

  • Golden-set categories
  • Metrics and pass thresholds
  • Reviewer sampling approach
  • Rollback criteria

Launch checklist

  • Owner signoff
  • Security and reviewer signoff
  • Fallback procedures ready
  • Monitoring cadence scheduled

Use these artifacts in sequence

  • Use the workflow contract before solution design so the scope stays narrow.
  • Use the control matrix before build approval so reviewers can inspect risk treatment.
  • Use the evaluation harness plan before launch so release criteria are explicit.
  • Use the launch checklist before production rollout and every time autonomy expands.

Workflow readiness

Validate ownership, data access, KPI quality, and exception visibility.

Governance controls

Map risks to approvals, policies, and evidence requirements.

Evaluation harness

Define release criteria and regression coverage before production changes ship.

Want these artifacts mapped to one of your workflows?

Use the templates to make a proposed project easier to discuss: what it should do, what people review and how you will judge the result.

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