Scope and people
Process: __________ Owner: __________ Date: __________
- What triggers the work? What is the desired outcome?
- Who performs, checks and receives it?
Time and friction
Task: __________ Minutes: ____ Monthly volume: ____ People: ____
- Measured or estimated? Evidence source: __________
- Rework, waiting, exceptions: __________
AI fit and next action
Candidate: __________ Data owner: __________ Reviewer: __________
- Is volume sufficient and data usable?
- Could process repair or fixed rules work better?
- Record privacy, safety and access blockers.
- Assign validation owner and next decision date.