AI & automation · Planning worksheet

Internal AI search: choose approved source material

Illustrative situation

Staff want an AI assistant to answer operational questions from a mixture of current procedures and informal notes.

The decision

Define which sources the assistant may use and how their status is represented. Start with a controlled information set and retain accountable ownership of the underlying guidance.

Rehearse this before accepting the change

Ask a question whose answer exists only in an unapproved draft.

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

Track answers relying on obsolete or unapproved material.

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.

Healthcare workflow automation linking incoming messages, document processing and task review.
Keep the normal route and the exception route visible.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare automation pilot illustrated by a timer, task checks and an exception card.
Measure a bounded pilot before extending 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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