What task are we trying to improve? Describe a specific activity, such as preparing a first draft or organising information. Decide what a useful result looks like and how you will compare it with the current way of working.
Is this tool approved for this information? Check your organisation’s policy and the tool’s agreed terms before using business material. Identify what information may be entered, who can access it and which approvals are required. Do not assume a consumer account has the same controls as a business arrangement.
Who will review the output? Assign a person who understands the subject and can spot errors, omissions and unsuitable recommendations. Decide which sources or records they will use to verify the result. The more consequential the task, the stronger the review needs to be.
Where will human decisions remain? Define the boundary between assistance and action. A draft email, a suggestion and a decision sent to a customer are different stages. Agree who is responsible for approving the final step and how mistakes will be corrected.
How will colleagues learn to use it? Explain the approved use cases, examples of acceptable inputs and the review checklist. Give people a route for questions and for reporting problems. Record what you learn from an initial trial before widening the use.
A useful starting checklist
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