AI PILOT BRIEF AND RESULTS RECORD
Australian AI Consultant Guide | Reviewed 30 September 2026
Guide: https://aussieaiconsultants.com/guides/plan-an-ai-pilot/
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COMPLETE BEFORE BUILDING
Workflow / owner / users:
Current process / baseline period / sample size:
Baseline handling time including corrections:
Data and systems / access owner:
Included cases / excluded cases:
Human review and escalation:
Representative examples / separate unseen evaluation set:
Required source evidence:
Quality measures / unacceptable failures:
Time and cost measures:
Acceptance thresholds / person accepting:
Usage cap / trial cost cap:
Manual fallback / stop authority:

OPERATING AND HANDOVER PLAN
Documentation / configuration / account ownership:
Training / support period / support contact:
Owner of data updates / integrations / cost monitoring:

COMPLETE AFTER THE TRIAL
Test date / sample size / limitations:
Baseline total handling minutes:
Assisted initial handling and review minutes:
Additional correction and escalation minutes (do not count twice):
Total assisted minutes:
Net minutes saved = baseline total - total assisted:
Unsupported or incorrect answers / unanswered cases:
Operating cost / internal staff effort:
Acceptance measure / observed result / pass or fail / evidence:
Unresolved issue / owner / next action:
Decision: stop, revise or expand:
Reasons / decision owner / date:
Scope and acceptance criteria for any next phase:

Illustrative guide examples are not market benchmarks or predicted savings.