AI & automation · Planning worksheet

Follow-up queues: assign a sensible review process

Illustrative situation

An automation creates more tasks than the team can review and older items disappear below new arrivals.

The decision

Agree how work is prioritised and who reviews unresolved items. Priorities should reflect the organisation's approved process rather than arbitrary software defaults.

Rehearse this before accepting the change

Create a test backlog containing older unresolved items.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure unresolved work and avoidable automated task volume.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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