30-Day AI Pilot Plan
Mohamad Charafeddine — mohamadcharafeddine.com/en/resources/ai-30-day-pilot/
========================================

── Pilot charter (written in week 1) ──

Pilot name: [e.g. draft replies to customers]
Sponsor: [name] | Pilot lead: [name] | Reviewer: [name]
Participants: [names or roles]
Tool: [name and version/plan] | Start date: [ ] | Decision date: [ ]

Tasks in the pilot:
1. [task] — baseline: [ ] minutes per instance — frequency: [ ] per month
2. [task] — baseline: [ ] minutes per instance — frequency: [ ] per month

Explicitly out of scope: [tasks or data the tool will not be used for]
Never paste into the tool: [customer names, phone numbers, financial data...]

Success criteria (written now, not after the results):
- Net time per instance falls by at least [ ]%
- Average quality stays at or above [ ] out of 5
- Major rework in fewer than [ ] out of 10 outputs
- Zero unresolved data incidents

Stops the pilot at once: [e.g. a sensitive data incident, a complaint caused by an output]
Sponsor signature: [ ]


── Weekly check-in log ──

Week: [1 / 2 / 3 / 4] | Date: [ ]
Cases done with the tool: task 1 [ ] | task 2 [ ]
Average time per instance (tool + review + rework): task 1 [ ] | task 2 [ ]
Outputs needing major rework: [ ] of [ ]
Most frequent error this week: [ ]
Change to the prompts: [what changed and why]
Data incidents: [none / short description and what was changed]
Blocker needing a sponsor decision: [ ]
Next week's step: [ ]


── 30-day pilot report ──

1. Summary in three sentences
   [what we tried, what we found, what we recommend]

2. Scope
   Tasks: [ ] | Participants: [ ] | Tool: [ ] | Period: [from ... to ...]

3. Results against the baseline
   Task | Baseline (min) | With tool + review + rework | Difference | Quality before/after
   [ ]  | [ ]            | [ ]                         | [ ]        | [ ] / [ ]

4. Monthly estimate (from the time and value calculator)
   Net hours saved per month: [ ] | Estimated monthly value: [ ]
   Assumptions: [hourly value used, monthly volume, what was not counted]

5. Quality and errors
   [types of error, how they were caught, what the tool is not fit for]

6. What we learned about the way we work
   [prompts that worked, how review changed, what participants said]

7. Limits and caveats
   [small sample, slower first week, tasks not tried, estimated figures]

8. Recommendation and decision
   [adopt / adjust and extend 30 days / stop] — conditions: [ ] — owner: [ ]