Pilot planning

Start with one recurring task

Use the worksheet to describe a workflow your team repeats. A recent example and a rough estimate of the time it takes are enough to get started.

Download the pilot brief See the pilot scope

The worksheet

What to write down

The task
What triggers it, what the output looks like and who uses it.
The baseline
How often it runs and how long drafting and review take today.
The sources
Which documents or systems contain the necessary evidence.
The quality bar
Who reviews the output and what would make them send it back.