Workflow and pilot planner

Map the current process, choose an AI role and prepare a bounded pilot charter.

Redesign one workflow. Keep the human purpose.

Map the work you do today, decide where AI can help and create a small pilot you can evaluate. Begin with an illustrative example or your own task.

Starting point

Examples are fictional planning inputs, not measured results. Switching the starting point replaces the fields below.

Understand the work today

What task are you improving? (required)

What useful result should someone get? (required)

What happens today? (required)

One step per line, including review and handoffs.

Where does time or quality get lost?

What inputs and evidence are available?

Describe sources and definitions. Do not paste passwords, keys or private source records.

Define a bounded pilot

Who remains accountable? (required)

What role should AI play?

How will you judge whether it helps? (required)

Choose observable quality and effort measures, not an invented maturity score.

What is the result today?

Leave blank if unmeasured; the charter will make that gap explicit.

What may the AI read, create or change?

What must a human check or approve?

Processed in this page. These fields are not sent to an AI service or saved by this canvas. Copy or download your charter before leaving.

Prepare the weekly campaign review

A sourced review that helps the marketing lead choose one action to test.

Accountable human: Marketing lead

Current work

Export campaign results
Check dates and metric definitions
Reconcile totals
Write the performance summary
Review claims and choose an action

Friction: Repeated copy-and-paste and unsupported explanations slow the review.

Proposed pilot

AI helps with a bounded draft or analysis. You choose the inputs, check the output and take the next action.

Marketing lead confirms the useful outcome and the acceptance checks.
Prepare only the authorized inputs, record their dates and definitions, and keep a copy of the current workflow for comparison.
Give AI one bounded draft or analysis step. Keep the human in control of each next step.
Check the artifact against the actual sources and the stated measure. Return corrections to the output's owner.
The accountable human makes the review decision before any separately authorized external action.
Compare the pilot with the baseline. Keep the useful steps, change what failed and save the corrected brief for another attempt.

Success measure: Time to a usable brief, factual corrections needed and whether the chosen action has supporting evidence.
Baseline: Not measured yet. Time one current review and count corrections before the pilot.
Permitted actions: Read the provided exports and write a draft in the pilot folder. Do not change campaigns, budgets or publish messages.
Human review: Marketing lead verifies claims, approves the final brief and decides any campaign changes.

Checks before repeating or scaling

Confirm the outcome helps the person doing the work, not just that AI produced an answer.
Record the baseline and pilot under comparable conditions. Include review time, corrections and relevant tool costs.
Trace factual claims and numbers to the inputs. Reconcile counts, totals and definitions when data is involved.
Try a missing or conflicting input. Check that the workflow reports the gap instead of inventing an answer.
Inspect what changed, who reviewed it and which actions actually occurred.
Choose to keep, revise or stop based on the evidence. Repeat successfully before scaling access or automation.

Read or select the export text

# Workflow pilot: Prepare the weekly campaign review

## Useful outcome
A sourced review that helps the marketing lead choose one action to test.

## Accountable human
Marketing lead

## Current workflow
1. Export campaign results
2. Check dates and metric definitions
3. Reconcile totals
4. Write the performance summary
5. Review claims and choose an action

## Friction to address
Repeated copy-and-paste and unsupported explanations slow the review.

## Inputs and evidence
Authorized campaign exports, approved objectives, channel definitions and a log of campaign changes.

## Proposed AI role
assist: AI helps with a bounded draft or analysis. You choose the inputs, check the output and take the next action.

## Proposed workflow
1. Marketing lead confirms the useful outcome and the acceptance checks.
2. Prepare only the authorized inputs, record their dates and definitions, and keep a copy of the current workflow for comparison.
3. Give AI one bounded draft or analysis step. Keep the human in control of each next step.
4. Check the artifact against the actual sources and the stated measure. Return corrections to the output's owner.
5. The accountable human makes the review decision before any separately authorized external action.
6. Compare the pilot with the baseline. Keep the useful steps, change what failed and save the corrected brief for another attempt.

## Permitted actions
Read the provided exports and write a draft in the pilot folder. Do not change campaigns, budgets or publish messages.

## Human review
Marketing lead verifies claims, approves the final brief and decides any campaign changes.

## Success measure
Time to a usable brief, factual corrections needed and whether the chosen action has supporting evidence.

## Baseline
Not measured yet. Time one current review and count corrections before the pilot.

## Pilot checks
- Confirm the outcome helps the person doing the work, not just that AI produced an answer.
- Record the baseline and pilot under comparable conditions. Include review time, corrections and relevant tool costs.
- Trace factual claims and numbers to the inputs. Reconcile counts, totals and definitions when data is involved.
- Try a missing or conflicting input. Check that the workflow reports the gap instead of inventing an answer.
- Inspect what changed, who reviewed it and which actions actually occurred.
- Choose to keep, revise or stop based on the evidence. Repeat successfully before scaling access or automation.

## Return after the pilot
Artifact and location; source evidence; baseline and observed result; review effort and corrections; actual costs if known; failures and unknowns; a keep, revise or stop recommendation. Do not invent a score, target, schedule or improvement percentage.

## Working boundary
One writer per output. External actions require explicit scope. A written instruction is not a technical permission boundary: configure the actual tool access accordingly. This charter is a planning artifact, not an executed workflow.

Save this as a draft for “Map the work people actually do.” Review it in the lesson before marking it complete.

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