Did the AI pilot actually help?
A good demo gets the conversation started. A useful pilot tells you whether the work got better, what still breaks, and who needs to act before more people rely on it.
This worksheet gives your team a place to record those results. Use it for one workflow at a time, whether that’s finding internal answers, drafting support responses, or reviewing code.
1. Agree on what a better result means
Write down the current process and the standard both approaches must meet. Choose representative tasks, include difficult cases, and agree on acceptance criteria before looking at results. Record the product configuration and sources so a later change doesn’t quietly become a different test.
Measure active work time, including review and corrections. Record end-to-end elapsed time separately: waiting for an answer and spending time fixing it have different consequences for the team.
2. Test the boundaries, too
Include cases where information is missing, a source conflicts with another, a user lacks access, or a requested action needs approval. If the workflow depends on another system, test what happens when it fails and how a person takes over.
The worksheet separates expected behavior from observations. “Not tested” and “inconclusive” stay visible. Neither means the control passed.
3. Count the work after the draft
Illustration only: a support draft
Suppose a response takes 12 minutes in the current process. AI produces a draft in 1 minute, but review and corrections take another 8. The comparable total is 9 minutes, giving a 3-minute saving on that task—if the final response meets the same quality standard.
Keep failed attempts in the record. List unresolved access or action failures individually, even when average quality looks good. For costs, separate observed spend from estimates for licenses, usage, review, setup, and ongoing maintenance.
4. Leave with a decision and an owner
Continue within the current pilot, fix and retest, stop, or propose a limited expansion. Record the evidence, unresolved issues, next review date, and the person accountable for the decision.
The template doesn’t award a readiness score or certify a deployment. It helps your team make a decision that someone else can inspect and understand.
Get the blank evaluation worksheet →
Still deciding where the workflow belongs? Compare using an existing platform, buying, and building.