All resources
AITemplate 9 min · 4 pages
AI Opportunity Assessment Worksheet
Evaluate candidate AI use cases on value, feasibility, and risk — and decide which ones get funded.
A structured worksheet for capturing use cases, scoring them on a single rubric, plotting them on a Value vs. Feasibility matrix, and producing a one-page brief per funded initiative.
What's inside
- Use-case capture template with sponsor, workflow, data, volume, and cost-per-error fields
- Six-criterion scoring rubric (Value, Volume, Data, Workflow fit, Risk, Feasibility)
- Value vs. Feasibility 2x2 with quadrant decisions
- One-page brief template per funded use case with kill criteria
What you'll get out of it
- A scored, ranked shortlist of AI candidates with a clear funding decision
- A shared evaluation language across product, data, and the business
- A funding discipline that survives the next round of inbound ideas
Who it's for
- Heads of AI and product leaders triaging an inbound use-case backlog
- Transformation and ops leaders sponsoring a portfolio of AI bets
- Steering committees deciding what to fund next quarter
Free download
Template · 4 pages
More from the library
AI
AI Readiness Diagnostic
30 questions across 6 pillars to tell you what to fix before your next AI deployment.
View resource Customer SuccessCustomer Success Health Score Framework
Design a health score that CSMs actually trust — and that predicts churn, expansion, and advocacy.
View resource Revenue OperationsRevOps Operating System Blueprint
A reference architecture for RevOps that scales from $10M to $200M ARR without re-platforming every two years.
View resource