# AI Agent Intake — one-pager template

> Rule of the program: **no baseline, no build.**
> This template is the gate. If a section cannot be completed, the use case is not ready.

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## 1. Identity

- **Use case name:**
- **Function:**
- **Executive sponsor:** (name, role, dated approval)
- **Operational owner:** (name, role)
- **Target stage at launch:** Assist / Automate / Accelerate / Autonomy
- **Eligible population:** (headcount + one-line definition of who is expected to use it)

## 2. Primary value metric — exactly ONE

Pick one metric type. Use cases with more than one primary metric are returned to sponsor.

- **Metric type:** Hours returned / Cycle time / Revenue influenced / Cost avoided / Quality lift
- **One-sentence formula:**
- **Dollar conversion rate:** (e.g. $62 / support-hour fully loaded)
- **Measured baseline + method + date:**
  - Value:
  - Method (sample size, cohort, design):
  - Date measured:
- **90-day target:** (numeric, tied to the metric above)

## 3. Cost model

- **Build cost (one-time):**
- **Inference / run:**
- **Monthly maintenance (owner time + infra):**
- **Fully loaded cost / run:** (must equal the scorecard's cost/run)

## 4. Quality definitions

- **Successful-run definition (binary):**
- **Override / escalation definition:**
- **Failure-review owner + cadence:**
- **Eval harness in place:** Yes / No — if no, the use case cannot promote past Assist

## 5. Decision thresholds

| Verdict | Rule |
| ------- | ---- |
| KILL    | Adoption < 20% at day 90 OR net value ≤ $0 / mo past day 90 |
| SCALE   | Payback < 6 mo AND override < 10% |
| HOLD    | Neither scale nor kill criteria met — re-evaluated weekly |

Thresholds are set before build. Changing thresholds after launch requires
sponsor + AI Program Lead + CFO written approval.

## 6. Sign-offs

| Role                 | Name | Date |
| -------------------- | ---- | ---- |
| Executive sponsor    |      |      |
| Operational owner    |      |      |
| AI Program Lead      |      |      |

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Rule of the program: **no baseline, no build.**