Opportunity Brief — one page template

Use this single-page brief to align stakeholders before a pilot. Keep it concise and evidence-focused.

Title

Short descriptive name.

Problem / Context

One paragraph: who is affected, current process, and pain points (quantify where possible).

Proposed AI solution

Short description of what the pilot will do and where it will sit in the workflow.

Desired outcome & success metric(s)

List primary metric and one secondary metric. Include baseline numbers and target improvement.

Evidence & assumptions

Key data points supporting value (sample counts, error rates, cost per unit) and top 3 assumptions you will validate in the pilot.

Scope & timeline

Define pilot scope (sample size/users/period) and an expected timeline for discovery, pilot, and review.

Team & resources

List pilot lead, engineering owner, subject-matter expert, and any third-party tools or vendors.

Risks & mitigation

Top risks and how you will mitigate them (data gaps, error rates, compliance concerns).

Recommended decision

Recommend one of: Approve pilot; Fund limited discovery; Defer; Reject. Include required budget or hours if seeking approval.

Tip: Keep this brief to one page. Attach supporting data and sample files only if reviewers request them.