Start with the work to improve, its users and difficulties. “Add AI” does not yet describe a need. A precise task and a verifiable outcome provide a basis for examining what a tool contributes.
1. Describe the input and expected result
Explain what the tool will receive, what it should produce and what a knowledgeable person can check. Start with a scope you can examine concretely.
2. Choose sources and human review
Use current, permitted documents. Identify what must not be shared and who will examine the response. If information is missing, the result should say so.
3. Examine several trials
Include simple cases, missing information and sources that are difficult to interpret. Decide criteria before the trials, then examine errors and the time needed for review.
Fictional example to adapt
An initial completed worksheet.
- Task
- Prepare a list of points to check before a workshop.
- Permitted inputs
- A preparation guide and a fictional request, without confidential information.
- Expected result
- A preparation list distinguishing available information from questions to confirm.
- Criteria
- Points come from the guide; unknowns are flagged; no unsupported claims are added.
- Review
- A person compares the draft with the request and guide.
- Difficult case
- The request does not state the audience: the tool should ask for clarification.
Your turn: prepare your worksheet.
A few sentences are enough. You can leave a point to clarify in the initial discussion. Do not enter confidential information.
Your text stays on this page and is not saved. Copy your worksheet or save it as a PDF before leaving.
Your next step.
An initial brief helps discuss the right starting point: review, training, trial or development.
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