Who should use this AI pilot readiness intake questionnaire?

Executives, founders, product owners, security, privacy, finance and operations leaders can use it before asking for board approval, procurement approval or production AI scale decisions.

Does this prove an AI pilot is safe or compliant?

No. It is a readiness and evidence collection tool only. Legal, privacy, security, clinical, financial and regulated decisions stay with qualified client owners and advisers.

AI pilot readiness · intake before scale · buyer-safe

AI pilot readiness intake questionnaire.

A practical executive intake form for teams asking: “Are we ready to move this AI pilot into production, show it to the board, or make external claims?” It converts scattered notes into evidence owners, adviser questions and scale blockers.

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Truth boundary

This is a buyer-education and readiness asset, not a real customer case study, testimonial, audit, certification, safety proof, compliance proof, ROI proof, ranking claim, lead, customer or revenue evidence. It does not provide legal, privacy, security, clinical or financial advice. No outreach was sent.

What the intake captures

Use-case clarity

Business decision, intended users, excluded use cases, human approval gates and success evidence.

Control readiness

Data sources, privacy/security adviser questions, owner handoffs, incident path and rollback triggers.

Claim boundaries

Cost, accuracy, safety, compliance and ROI statements that must stay internal until evidence is approved.

Executive intake questions

Area	Question	Evidence to attach	Owner	Stop/escalate signal
Use case	What exact workflow or decision does this AI pilot support?	One-page brief, user journey, excluded decisions	Business owner	Scope says “all operations”, “fully autonomous” or regulated advice without controls
Users	Who uses the output and who can override it?	Role map, approval path, override log	Operations owner	No named human fallback or unclear accountability
Data	Which customer, employee, financial or sensitive data touches the workflow?	Data inventory, vendor-processing notes, retention answer	Data/privacy owner	Unknown sensitive data, retention, region or subprocessor treatment
Evaluation	How was output quality checked before expansion?	Test set, failure categories, retest cadence, sampled approvals	Product/AI owner	No baseline, no red-team examples, no regression plan
Cost	What unit-cost, LLM/GPU/cloud and support-load thresholds trigger review?	Spend estimate, alert owner, volume scenario, approval gate	Finance/FinOps owner	Costs can scale without approval or owner visibility
Security	What access, secrets, logs, model/vendor and integration risks need review?	Access list, environment boundary, vendor answers, incident contact	Security owner	Production access without review or unclear incident ownership
Rollback	How is the AI path paused, reversed or replaced if quality, cost or risk changes?	Rollback checklist, manual fallback, rehearsal evidence	Operations owner	No pause trigger, fallback or recovery owner
External claims	What can be safely said publicly, in sales, to investors or to customers?	Approved claim log, proof links, adviser review notes	Executive owner	Claims of accuracy, safety, compliance, savings or transformation without approved proof

How AICS uses this intake

Convert incomplete answers into a risk-register and owner queue.
Separate scale-ready evidence from adviser-needed legal, privacy, security, clinical or financial questions.
Produce a board-ready decision trail: scale, restrict, remediate or pause.
Keep unsupported customer-facing claims out of website, sales and investor material until evidence is approved.

Board risk register template · Demo board pack · Rollback readiness checklist · More resources