A named owner
Who is accountable after the demonstration? Who can pause the workflow? Write down both the names and the responsibilities.
Six practical checks to make ownership, quality and the next decision explicit.
Free to use with your team. No email required.
A successful demonstration is not the same as a workflow your team can rely on. Use this worksheet to record the evidence, owners and open questions before deciding to expand. It is a decision aid, not a certification or a promise of return.
You can make notes below. They stay on this page and are not sent or saved. Download the worksheet for a copy to keep.
Who is accountable after the demonstration? Who can pause the workflow? Write down both the names and the responsibilities.
What is the current task volume, completion time and correction effort? Separate measured inputs from assumptions.
What makes an output usable? Include examples that should be accepted, rejected or escalated. Test difficult cases as well as the happy path.
What must a person approve? How do exceptions reach them? How can the original process be restored?
Which information is needed? Who can access it? Who maintains the sources and integration? Include your organisation’s security and privacy review where relevant.
Compare observed benefits with software, implementation, review and maintenance costs. Agree what evidence means expand, revise or stop.
Do not turn six unanswered questions into one reassuring score. Record the evidence for each, name the remaining owners, then make an explicit decision.
Bring the completed guide to a conversation about your team’s work.