Template: The One-Page Pilot Plan

The goal of this document is to get everyone on the same page in 60 seconds. No jargon. No fine print. Just the essential facts.

Section	Details
The Problem We're Solving	Our account managers spend about 2 hours manually pulling data and writing the first draft of every weekly client report. It's repetitive, slow, and prone to copy-paste errors. This takes up 15% of their week.
Our Proposed AI Fix	We will build a simple tool that allows a manager to select a client and a date range. The tool will use an AI model to automatically generate a first draft of the report, complete with key metrics and a summary, which the manager can then edit and finalize.
How We'll Know We've Won (Success Metrics)	Reduce average draft time from 120 minutes to under 20 minutes; achieve an 80% thumbs‑up rating from the pilot user group; keep the cost under $5 per report generated during the pilot.
What Could Go Wrong (Key Risks)	Risk: the AI could generate inaccurate data (hallucinate). Plan: include clear source links for all data points so managers can quickly verify. Risk: the cost per report could be higher than expected. Plan: monitor costs daily and set a hard budget alert.
The Team	Sarah (Owner), Dave (Engineer), Maria (Account Manager/User Rep)
90-Day Timeline	Weeks 0–2: finalize this plan and select the AI model. Weeks 3–8: build the end‑to‑end tool and test with Maria. Weeks 9–12: harden the tool and roll out to the 5‑person account team pilot group.