In reviewPDFWorksheetImplementationTeams and organizations

Map the workflow, safeguards, owner, and stop conditions before choosing an AI tool.

A planning canvas for naming the workflow, data boundary, human review, and owner before an AI pilot begins.

Preview · About 20 minutes

Resource download

Download the resource.

Use the downloadable preview now, then return to the written instructions and responsible-use notes below.

At a glance

The downloadable resource and its complete written workflow are available on this page.

Name the repeated work, its inputs, and the intended outcome.

Define where human review is required and who owns the decision.

Record the conditions that should pause or end the pilot.

Instructions

Use these written steps alongside the downloaded resource.

Choose and map one workflow
Choose one repeated, bounded workflow. Record its trigger and current handoff.
- List the inputs allowed for the pilot.
- Mark patient-identifiable, confidential, credential, and regulated data as prohibited.
Define the assisted workflow
Name the approved tool and account, then state exactly what AI may draft, summarize, sort, or transform.
- Name the human reviewer who owns the final decision.
- Define the exact output, next handoff, safeguard, and escalation path.
Plan the pilot
Set the outcome and observable measure before testing, then define the test group, duration, and review cadence.
- Choose evidence to collect, such as time, errors, rework, quality, or feedback.
- Keep the test bounded and reversible.
Set the decision boundary
Define the privacy, safety, quality, security, or workflow conditions that stop the pilot.
- Set the decision date.
- Choose the next decision—continue, revise, expand, pause, or stop—and name who has authority.

Responsible use

Do not include patient information, clinical records, credentials, or other confidential information.
Use the canvas for planning and discussion, not for clinical decisions.