# Team rollout and policy worksheet

This is a planning worksheet. Your organization needs to supply and review the decisions before treating it as an approved policy.

## Connect AI to the business result

- Result the team is already responsible for:
- Current problem in the process:
- Proposed AI contribution:
- Human responsibility that remains:
- Baseline sample, dates, and conditions:
- Total task time before the pilot:
- Current quality problems and correction time:
- Acceptance criteria for time, quality, and cost:
- Decision owner and backup:

## Write the usage policy decisions

- Approved tools and account types:
- Who approves new tools or uses:
- Expected use for the selected task:
- Information allowed in each tool:
- Information to redact or keep out:
- Actual connection permissions and reviewer:
- Output access and retention rules:
- Human review required before use or sending:
- Disclosure expectations:
- Mistake and unexpected-disclosure reporting route:
- Who can pause the process and how:
- Approved version and review date:

## Plan practical training

- Recognizable practice task:
- Fictional or sanitized inputs:
- Example of good output:
- Error participants should be able to spot:
- Practice correction:
- Evidence a participant can do and review the task:
- Support route after training:

## Review the pilot

- Fixed instruction version:
- Representative test cases and difficult cases:
- Test record and reviewer:
- Total handling time including review:
- Unsupported facts, rework, and escalations:
- Tool and operating cost:
- Decision: continue supervised / revise / stop / expand:
- Reason and remaining limitations:
- What will trigger retesting:

Use evidence from the whole task. Tool usage alone does not demonstrate a useful business result.