Interactive Tool

AI Pilot Intake Canvas

Fill this intake canvas during your initial idea meeting to capture the problem, hypothesis, key data, stakeholders, risks, and success metrics. Use the completed form to decide whether to start a pilot.

A concise identifier for the pilot.
Person accountable for the pilot outcome.
Describe the current problem or pain you intend to solve.
One-sentence testable hypothesis about the expected outcome.
List the measurable metrics that will prove value.
Metrics you will watch to detect harm or bias.
Typical pilot lengths.
What data is needed? Note owners, freshness, and quality issues.
Indicate if the data includes PII, health data, etc.
List the main risks and how you propose to reduce them.
Groups or teams that will be impacted or must approve.
Quick check: is the minimum info present to start a pilot?
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