4.4 Module 4 · Implementation Roadmap

Pilot Design & Success Criteria

Select your first AI use case, score it for impact and feasibility, define SMART success metrics, map risks, and generate a one-page pilot brief ready for stakeholder sign-off.

Pilot Project Planner Success Criteria Worksheet

Pilot Project Planner

Score potential AI use cases across three dimensions — business impact, technical feasibility, and strategic alignment. The highest-scoring use case becomes your recommended pilot.

Step 1: Score Your Use Cases

Click each card to rate impact, feasibility, and alignment on a 1–5 scale. The composite score (impact × feasibility × alignment) ranks your options.

Success Criteria Worksheet

Define SMART metrics for your pilot. Each metric needs a specific target, measurement method, and timeline. Then identify risks and mitigation strategies.

Pilot Details

Fill in your pilot parameters. These feed into the generated brief.

SMART Metrics

Add up to 5 success metrics. Each should be specific, measurable, achievable, relevant, and time-bound.

Risk Identification

Check all risks that apply to your pilot. Each includes a suggested mitigation.

Key Insight

The best AI pilots sit in the sweet spot of high impact and low risk. Resist the temptation to tackle your most complex workflow first. Instead, choose a use case where the data is clean, the process is well-understood, and failure carries minimal downside. A quick win builds the organisational confidence — and the political capital — needed to tackle bigger challenges next. Aim for a pilot that can show measurable results within 6–8 weeks.