# AI Worker Pilot Worksheet

Use this as the companion download for **Your First AI Worker: A 30-Day Pilot Playbook**.

## 1. Lane definition

**Worker name:**

**Business owner:**

**Operator owner:**

**Review owner:**

**Pilot start:**

**Pilot end:**

**The job in one sentence:**  
The worker will ________________________________________________.

**Trigger:**  
What starts the work?

**Completion condition:**  
What observable state means the job is complete?

**Eligible cohort:**  
Which customers, work items, campaigns, queues, hours, languages, or channels are included?

**Excluded cohort:**  
What is deliberately out of scope?

## 2. Lane suitability

Score each from 1 to 5.

| Criterion | Score | Evidence / concern |
|---|---:|---|
| Sufficient volume |  |  |
| Decision clarity |  |  |
| Reversibility |  |  |
| Data readiness |  |  |
| Measurable outcome |  |  |
| Human handoff availability |  |  |
| Integration readiness |  |  |
| Policy clarity |  |  |

**Decision:** proceed / redesign / reject

## 3. Worker charter

**Role:**

**Responsibilities:**

**Inputs:**

**Approved knowledge:**

**Tools:**

**Allowed actions:**

**Prohibited actions:**

**Escalation triggers:**

**Human takeover triggers:**

**Dispositions / outcomes:**

**Stop conditions:**

## 4. Human floor

| Decision or action | Worker may act | Act within limit | Approval required | Human takeover | Owner / limit |
|---|---|---|---|---|---|
|  |  |  |  |  |  |
|  |  |  |  |  |  |
|  |  |  |  |  |  |

## 5. Baseline

| Metric | Current value | Source | Period | Caveat |
|---|---:|---|---|---|
| Volume |  |  |  |  |
| Completion / resolution |  |  |  |  |
| Time to first action |  |  |  |  |
| Cycle / handle time |  |  |  |  |
| Escalation |  |  |  |  |
| Rework |  |  |  |  |
| Cost per completed outcome |  |  |  |  |
| Compliance exceptions |  |  |  |  |

## 6. Exception library

| Case | Expected worker behavior | Expected route | Pass / fail | Notes |
|---|---|---|---|---|
| Missing data |  |  |  |  |
| Contradictory data |  |  |  |  |
| Ambiguous intent |  |  |  |  |
| Customer asks for person |  |  |  |  |
| Tool timeout |  |  |  |  |
| Writeback failure |  |  |  |  |
| Duplicate work item |  |  |  |  |
| Policy exception |  |  |  |  |
| Consent / DNC block |  |  |  |  |
| Instruction attempts to override rules |  |  |  |  |

## 7. Four-week plan

### Week 1 — job and evidence

- [ ] Lane approved
- [ ] Human floor approved
- [ ] Baseline recorded
- [ ] Scorecard approved
- [ ] Stop conditions approved
- [ ] Data and policy owners named

### Week 2 — worker and workflow

- [ ] Role configured
- [ ] Knowledge reviewed
- [ ] Tool permissions minimized
- [ ] Workflow mapped
- [ ] Dispositions mapped
- [ ] Exception library tested
- [ ] Audit and version evidence confirmed

### Week 3 — shadow and suggestion

- [ ] Representative sample run
- [ ] Approved unchanged tracked
- [ ] Minor and material edits separated
- [ ] Missed and unnecessary escalation tracked
- [ ] Highest-risk gaps closed
- [ ] Live cohort criteria approved

### Week 4 — controlled live cohort

- [ ] Volume / concurrency / spend cap set
- [ ] Operator assigned
- [ ] Monitoring and takeover tested
- [ ] Pause control tested
- [ ] Daily review held
- [ ] Final evidence package prepared

## 8. Pilot scorecard

| Layer | Metric | Baseline | Target / threshold | Actual | Decision |
|---|---|---:|---:|---:|---|
| Business | Primary outcome |  |  |  |  |
| Quality | Quality-accepted completion |  |  |  |  |
| Quality | Policy adherence |  |  |  |  |
| Human | Correct escalation |  |  |  |  |
| Human | Approval SLA |  |  |  |  |
| Reliability | Successful run |  |  |  |  |
| Reliability | Correct writeback |  |  |  |  |
| Economics | Cost per accepted outcome |  |  |  |  |
| Governance | High-impact incident |  |  |  |  |

## 9. Final decision

**Decision:** scale / continue / redesign / stop

**Evidence supporting the decision:**

**Unresolved risks:**

**Changes required before the next stage:**

**Next cohort / lane:**

**Decision owners and date:**