Record current effort
Capture process frequency, people involved, manual steps, review time, exceptions, rework, and the source for each observation.
Worksheet
Value and evidence planning
This route is for evidence planning. A value claim is only useful when the source, assumption, confidence level, and control dependency are visible.
Define the AI-assisted change
Explain which step changes, which system or agent assists it, and what remains explicitly human-owned.
Grade the evidence source
Separate directly observed facts from interview estimates, vendor assumptions, pilot findings, and unsupported aspirations.
Name the control dependency
Document any approval, access, logging, disclosure, rollback, or monitoring control required before the value claim can be trusted.
Confirm the accountable owner
Value claims should have a business owner who understands the baseline and can challenge the assumption.
Set a review date
Evidence decays. Record when the claim should be checked again and what signal would prove or disprove it.
Evidence rules
Keep the value case inspectable.
- Do not present a value claim without naming the baseline source.
- Do not combine multiple uncertain process changes into one confident headline.
- Do not ignore the cost of controls, review, training, monitoring, or rollback.
- Do not describe risk reduction as a guaranteed saving; document the exposure, control, and uncertainty instead.
- Use ranges internally if needed, but keep the public record focused on evidence and assumptions rather than sales math.
Where it connects
Use the worksheet alongside the evidence routes.
Assessment
Readiness facilitation
Use stakeholder interviews and evidence requests to ground the value case in observable process facts.
WorkflowWorkflow capture
Map current work so the value claim points to a real process, not a generic productivity assumption.
ControlControl diff
Show which controls are strengthened or weakened by the proposed AI-assisted change.
DisclosureAI Right to Know
Use disclosure guidance when the value claim depends on a public explanation of AI use, human review, or data handling.
BenchmarkAgent readiness
Compare agent deployment readiness when the proposed value comes from connected or action-taking systems.
ProofEvidence proof preview
Check whether the final claim has source, scope, owner, control, date, and public-answer support.