Practical Paper No. 01 · Part 4

Worksheets to fill out.

Five printable A4 templates to help you stay on track: Use Case Canvas, Evaluation Grid, Top 3, Governance Checklist, and Action Plan.

Five templates.

Each one has a clear task and can be printed on A4 paper in portrait orientation.

01

Use Case Canvas

One page per use case. Eight fields ensure that everyone on the team thinks at the same level of depth and prevent charismatic ideas from simply slipping through the cracks.

02

Assessment Grid

For each use case, rate five criteria on a scale of 1–5, using the recommended weightings. List the highest total scores first.

03

Top 3 Use Cases

The three prioritized use cases. Five core areas per map. Map No. 1 will be launched as a pilot.

04

Governance Check

Go through it once with each pilot candidate. One open question = one clarification task with the owner.

05

Action Plan

Six actions, each with an owner and a due date. If the owner or date is missing, the action does not exist.

01 · Use Case Canvas.

One page per use case. Eight fields, the same level of detail for each idea.

01

Problem / Opportunity

What problem are we solving, or what opportunity are we capitalizing on? A sentence without a solution.

02

Target Audience / Process

Who, specifically, benefits? What process is being changed?

03

Expected Benefits

Measurable or observable in CHF, hours, quality, or speed.

04

Data Availability

What data already exists? Where is it located, what is its quality, and how can it be accessed?

05

Risk / Compliance

Data Protection, Regulatory Issues, Rights, Reputational Risk.

06

Effort / Dependencies

Rough estimate in person-days or CHF, critical dependencies.

07

Owner

One person, specifically, not a department.

08

Next Step

A specific action within the next 14 days.

02 · Evaluation Grid.

For each use case, rate five criteria on a scale of 1 to 5. List the highest total score first.

Business BenefitsWhat measurable impact do we expect?1–5
FeasibilityHow quickly and realistically can a pilot project be implemented?1–5
Data AvailabilityDo we have the necessary data and access?1–5
RiskHow critical are data protection, quality, and compliance?1–5
Strategic FitDoes the use case align with our priorities?1–5

04 · Governance Check.

Go through it once with each pilot candidate. One open question = one clarification task with the owner.

  1. What data can be used, and what data cannot?
  2. What decisions is AI allowed to prepare but not make on its own?
  3. Who authorizes the pilots to fly?
  4. What quality controls are necessary?
  5. What rules apply to external tools and models?
  6. How are employees informed and involved?
  7. Which regulatory requirements (DSG, EU AI Act, industry-specific) are affected?
  8. Who is responsible for external communications in the event of a loss?

Download all templates.

As an XLSX file to fill out on screen, or as a PDF to print.

Enter your email address to unlock all downloads (PDF, DOCX, and more).

Working PapersXLSXWorking PapersPDF