Pilot checklist
AI Tool Pilot Checklist
A step-by-step checklist for piloting a new AI tool with one team before buying seats broadly.
23 checklist items · Updated 2026-11-13
Buyer templates
Put the next AI stack decision into a usable document.
Start with a vendor-neutral checklist for piloting, approving, reviewing, or retiring an AI tool--then adapt it to your team.
Copyable. No signup required.
Start with the decision you need to document.
Featured starting template
AI Tool Evaluation Scorecard
Compare AI tools on the same real tasks with recorded outcomes, human effort, cost, and hard safety gates—not polished demos or an unreviewed average score.
13 checklist itemsUpdated 2026-11-11
Open template4 checks
Freeze the test before running it
5 checks
Record evidence for every candidate
4 checks
Make and hand off the decision
Template library
Keep the rest close at hand.
Use these when a pilot, policy, vendor review, offboarding, permissions check, or decision memo is the next step.
Open template
Policy checklist
Meeting Notes AI Policy Checklist
A policy checklist for rolling out AI meeting notes without treating recording consent as permission to send recaps or write customer commitments.
18 checklist items · Updated 2026-10-31
Rollout checklist
Coding Assistant Rollout Checklist
A rollout checklist for adding an AI coding assistant without weakening code review, secrets handling, or licensing discipline.
29 checklist items · Updated 2026-09-14
Due-diligence checklist
Vendor Pricing and Security Review Checklist
A due-diligence checklist for reviewing an AI vendor's pricing terms and security posture before signing.
20 checklist items · Updated 2026-09-11
Exit checklist
AI Vendor Offboarding Checklist
A copyable exit checklist for turning off an AI vendor without losing data, leaving seats active, or breaking downstream workflows.
14 checklist items · Updated 2026-10-28
Permissions checklist
Connected AI Assistant Permissions Checklist
A copyable permissions checklist for evaluating AI assistants that connect to workspaces, files, repositories, calendars, or other business apps.
17 checklist items · Updated 2026-10-31
Renewal checklist
AI Tool Renewal Review Checklist
A copyable review checklist for deciding whether to renew, reduce, replace, or cancel an AI tool based on current usage, value, risk, and switching cost.
21 checklist items · Updated 2026-11-08
Research verification checklist
AI Research Source Verification Checklist
A copyable checklist for deciding whether AI-assisted research has enough traceable, independently checked evidence to support an important decision.
16 checklist items · Updated 2026-11-01
Decision memo
AI Stack Decision Memo Template
A short decision-memo template for recording an AI stack choice and handing the approved decision to the people who must implement, govern, and revisit it.
13 checklist items · Updated 2026-11-01
How these templates are built
Templates describe a buyer's own review process--data handling, approvals, rollout gates--not a specific vendor's features. They are starting points, not a compliance or legal review; confirm current pricing, security documentation, cancellation terms, and contract terms directly with the vendor before signing or shutting a tool down.