Global · AI pilots · production approval

AI pilot production go/no-go decision record template.

For leadership teams that need one clean record before moving an AI pilot into production: what was proven, what is still uncertain, who owns each risk, what launch conditions apply and what claims are safe to repeat.

Download CSV templateOpen evidence room template

Buyer pain phrase

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The decision risk

AI pilots often move from impressive demo to production pressure without a single record of baseline, exclusions, failure examples, data limits, cost exposure, owner handoff and approval conditions.

AICS use

AICS uses this format to help teams turn scattered pilot evidence into a buyer-safe production decision pack without inventing ROI, customer impact, compliance or security claims.

Decision-record template

Decision laneEvidence to attachNamed ownerGo conditionNo-go / restricted-launch trigger
Business valueBaseline, target process, pilot sample, measurement method, exclusions and observed result notes.Business sponsorEvidence is enough for the next controlled operating step.Value is anecdotal, baseline is missing or result cannot be separated from manual effort.
Quality and regressionTest set, failed examples, acceptance threshold, regression history and rollback path.Product / AI ownerKnown failure modes are documented and monitored.Critical failures are unresolved or no regression gate exists.
Data and security boundaryData classes, retention position, access roles, vendor/subprocessor notes and redaction controls.Security / data ownerUse is scoped, approved and visible to responsible owners.Customer-sensitive data, regulated data or identity exposure is unclear.
Cost and scale economicsToken/API/cloud usage, expected volume, owner budget, alert thresholds and spend assumptions.Finance / platform ownerScale-cost assumptions have a named owner and stop threshold.Unit economics are unknown or no owner can stop spend.
Operations handoffRunbook, human review point, incident route, support owner, change gate and weekly review cadence.Operations ownerHumans know how to supervise, pause and improve the system.Production support depends on the builder or informal heroics.
Safe external claimsApproved wording, unsupported claims list, proof boundary and customer-facing disclaimer.Commercial / legal ownerClaims match evidence and exclusions.ROI, compliance, security or customer-result claims are unsupported.

Allowed decisions

  • Go: launch inside the approved scope with owners and monitoring.
  • Restricted go: launch to limited users, data, region or workflow until gaps close.
  • Redesign: change use case, workflow, model, controls or operating handoff.
  • Pause / no-go: stop production movement until critical evidence exists.

Truth boundary

This is a readiness and decision-control template. It is not a real client case study, testimonial, certification, legal/security/compliance/procurement/accounting advice, ROI proof, search-ranking evidence, production-success proof and not a guarantee that any AI pilot will reduce cost, increase revenue, meet compliance obligations or succeed in production. No outreach was sent.

FAQ

When should this be created?
Before a pilot moves to production, paid rollout, customer-facing use, board reporting or procurement approval.
Can a tool dashboard replace the decision record?
No. Tool dashboards can be important evidence, but the decision record ties technical signals to business ownership, risk acceptance, budget, operating support and safe claims.
Where should buyers start?
Collect evidence in the evidence room, score readiness, then summarize the final decision in this record.

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