Use this template to capture and evaluate AI opportunities in a structured way.
| Field | Value |
|---|---|
| ID | AI-___ |
| Name | |
| Owner | |
| Department | |
| Date Created | |
| Last Updated |
Describe the current challenge in 2-3 sentences
List the affected users/teams
Describe the current process
Time, money, errors, frustration
| Metric | Current State |
|---|---|
| Time spent | hrs/week |
| Error rate | % |
| Cost | £/month |
| User satisfaction | /10 |
Describe the AI-powered solution
- Generative AI (creates content)
- Predictive AI (forecasts outcomes)
- Classification AI (categorises items)
- Automation AI (handles workflows)
- Recommendation AI (suggests options)
- Other: _______________
| Data Source | Available? | Quality |
|---|---|---|
| Yes / No / Partial | Good / Fair / Poor | |
| Yes / No / Partial | Good / Fair / Poor | |
| Yes / No / Partial | Good / Fair / Poor |
| System | Integration Type |
|---|---|
| Read / Write / Both | |
| Read / Write / Both | |
| Read / Write / Both |
| Benefit | Estimate | Confidence |
|---|---|---|
| Time saved | hrs/week | High / Medium / Low |
| Cost reduction | £/month | High / Medium / Low |
| Error reduction | % | High / Medium / Low |
| Revenue impact | £/month | High / Medium / Low |
Other improvements that are harder to measure
5 = Transformational, 1 = Nice to have
Score: ___
Justification:
- Low — Off-the-shelf solution, minimal customisation
- Medium — Some customisation, standard integrations
- High — Significant development, complex integrations
- Very High — Novel approach, extensive R&D
| Resource | Estimate |
|---|---|
| Development time | weeks |
| External cost | £ |
| Ongoing maintenance | hrs/month |
| Training time | hrs |
| Dependency | Status |
|---|---|
| Ready / In Progress / Blocked | |
| Ready / In Progress / Blocked |
5 = Very difficult, 1 = Easy
Score: ___
Can we actually build this?
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| High / Medium / Low | High / Medium / Low | ||
| High / Medium / Low | High / Medium / Low |
Do we have what we need?
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| High / Medium / Low | High / Medium / Low | ||
| High / Medium / Low | High / Medium / Low |
Will people use it?
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| High / Medium / Low | High / Medium / Low | ||
| High / Medium / Low | High / Medium / Low |
Any regulatory concerns?
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| High / Medium / Low | High / Medium / Low | ||
| High / Medium / Low | High / Medium / Low |
- Minimal Risk — No specific requirements
- Limited Risk — Transparency requirements
- High Risk — Full documentation, human oversight required
- Unacceptable Risk — Cannot proceed
5 = Very risky, 1 = Low risk
Score: ___
Formula: Value - (Effort + Risk) / 2
| Factor | Score |
|---|---|
| Value | /5 |
| Effort | /5 |
| Risk | /5 |
| Priority Score | (Value - (Effort + Risk) / 2) |
| Score | Priority |
|---|---|
| 3.5+ | High — Do first |
| 2.0 - 3.4 | Medium — Plan for next quarter |
| < 2.0 | Low — Backlog or reconsider |
This initiative is: ___________ priority
- Idea — Needs more research
- Discovery — Ready for detailed exploration
- Alpha — Ready for initial build/pilot
- Not Recommended — Does not pass threshold
What's the ONE thing to do next?
| Role | Name | Date | Decision |
|---|---|---|---|
| Sponsor | Approved / Rejected / More Info | ||
| Technical Lead | Feasible / Concerns / More Info | ||
| Data Owner | Data Available / Concerns / More Info |
Template version 1.0 — From Strata AI Portfolio Framework