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AI Pilot Evaluation Worksheet: the AI Pilot Debrief to decide whether to scale, fix, or stop
A free 8-page worksheet that guides a 90-minute debrief after an AI pilot: compare results to your goal, check usage and cost, find the root cause, and decide whether to scale, fix, or stop.
What is an AI pilot debrief?
An AI pilot debrief is one structured meeting held after a pilot ends. You compare results to the goal, check usage and cost, find the root cause of any shortfall, and decide whether to scale, fix, or stop. This free 8-page worksheet guides a 90-minute debrief.
What problem does this solve?
Your AI pilot ended and nobody agrees on what happened. Some people say it worked, some say it flopped, and the pilot drifts on with no decision and no owner.
How does it work?
Run one structured debrief. Compare results to the goal, check usage and cost, test four possible root causes, then decide to scale, fix, or stop. Write down the next 30 days before you leave the room.
What will you get?
A clear decision backed by evidence, a 30-day action plan, and the lessons captured for your next pilot.
What is inside the AI Pilot Debrief?
- A one-page pilot snapshot
- Results against the goal, with a quality check
- An adoption check and questions for users
- The money: cost, savings, and payback
- A root cause check across four areas
- A scale, fix, or stop decision guide
- A 30-day action plan and a message to your team
- A short summary for your leadership team
Questions people ask
Who is this worksheet for?
CEOs and COOs of companies between $10M and $100M in revenue who ran an AI pilot and need to decide what happens next.
When should I run the debrief?
Within two weeks of the pilot ending, while people remember what happened. The planned stop date is a good trigger.
Who should be in the room?
The sponsor, the pilot owner, two or three people who used it, and someone who understands the numbers.
How do you evaluate an AI pilot?
Compare results to the original goal, check how much people used it and what it cost, then look for the root cause of any gap. The worksheet walks through each check.
Is the AI pilot debrief worksheet free?
Yes. It is a free PDF. Enter your name and email on this page to see the download.
Related free resources
- AI Adoption Plan Template: A free 90-day plan template that assigns an owner to each step, sets manager check-ins, and tracks one usage number weekly, so your team uses the new AI workflow instead of the old one.
- AI Self-Audit Workbook: A free 12-page workbook that walks you through auditing your own business for AI: find your costliest problems, test which tasks AI can handle, rank them, and work out savings and payback for your top three.