AI Opportunity Prioritization Scorecard
Compare opportunities using explicit evidence and a discussion rubric.
Use this guide to structure a discussion, then record your answers in the editable template or printable PDF. Use synthetic or authorized information. A named person owns each decision.
1. Check prerequisites before scoring
Hold an opportunity if its owner, permitted information, or decision boundary is unresolved. A high score cannot override a missing prerequisite.
- Owner
- Who can carry the work through delivery and operation?
- Permitted sources
- Can the team use the required information in an approved environment?
- Decision boundary
- What can the system do, and what needs human approval?
See a completed companion example
- Owner
- Service-desk lead owns the policy-answer pilot.
- Permitted sources
- Synthetic cases first; real data requires a separate organizational decision.
- Decision boundary
- Draft only; a specialist approves replies and handles individual decisions.
2. Compare evidence
Rate each dimension from 1 to 3. Record unknowns as unknown; investigate them before ranking. Use equal weights as a discussion default, or declare your weights before scoring.
- Value
- 1: unclear outcome; 2: plausible benefit with a named user; 3: recurring problem supported by a baseline.
- Feasibility
- 1: dependencies unresolved; 2: scoped path but untested; 3: bounded path demonstrated with representative cases.
- Source readiness
- 1: unreliable or unavailable; 2: usable with cleanup; 3: current, permissioned, and owned.
- Capacity
- 1: no support owner or available time; 2: time agreed but limited; 3: delivery and support capacity confirmed.
- Control readiness
- 1: unresolved high-consequence action; 2: draft-only path with controls to test; 3: boundaries and escalation demonstrated.
See a completed companion example
- Value
- Policy answers: 3 if the two-week baseline confirms recurring search and rework.
- Feasibility
- Policy answers: 2 until retrieval and citation behavior are tested.
- Source readiness
- Policy answers: 2 until duplicate versions are removed.
- Capacity
- Policy answers: 2 with protected specialist review time.
- Control readiness
- Policy answers: 2 before escalation tests.
3. Make a decision
Do not turn the total into an automatic approval. Compare weak dimensions, prerequisites, alternatives, and uncertainty. Record the evidence that would change your choice.
- Decision
- Pilot, investigate, defer, or stop? Why?
- Next evidence
- What is the cheapest useful uncertainty to resolve?
- Owner and review
- Who acts next and when?
See a completed companion example
- Decision
- Investigate policy-source readiness, then run a bounded pilot.
- Next evidence
- Test retrieval on ten difficult synthetic questions.
- Owner and review
- Service-desk lead reviews in two weeks.
Record the next decision.
What will you do next, who owns it, and when will you review the evidence? Keep unresolved assumptions visible.