A working template for deciding which AI use cases earn delivery funding. Every business case assumption is typed as observed or hypothetical, traced to a dated source, and run through a repeatable value, readiness and regulatory test before the portfolio gate.
What this pack covers
The pack covers the decision and when to use it, an inputs table with an evidence hierarchy, written-out formulas for cost per task and risk-adjusted expected value, scoring anchors and a decision rule, and approval gates, risks and KPIs that keep capacity and cash separate. It also includes a fully worked synthetic portfolio with a sensitivity ranking, a failure case, a buy-versus-build scenario and a practice exercise with an answer key. The editable tools are an assumption register, a source log, a research-question log, a scoring worksheet, a regulatory screening checklist and a review record.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references