Use whenThe inventory carries 4A dispositions and RESPECT evaluations, and the council must decide which use cases become pilots.
OutputA ranked use-case portfolio with pilot selections and deferral reasons.
1
Score the portfolio
Use case
Org value
Employee value
Feasibility
Data readiness
Integration
Adoption readiness
Risk
Cost
Measurability
Reusability
Total
Meridian: AI-assisted quarterly grant reporting (11 funders)
4
5
4
4
3
4
3
4
5
4
40
Score 1–5 per criterion, where 5 favors piloting (low risk and low cost score high). The first pilots should score well on employee value, feasibility, and measurability even if they are not the highest-value opportunities on paper — early wins that employees feel build the trust the harder projects will need.
2
Pilots selected (2–3, no more)
Pilot 1 Strong on employee value, feasibility, measurability.
Pilot 2
Pilot 3 Optional — two is enough.
3
Deferred candidates & why they wait
Deferred: [use case] — waits because [reason]; revisit when [condition]. Record the reason so the decision survives staff turnover — deferred candidates are documented, not discarded.
You should now have