Appendix D
Templates
D1. Use-case canvas (Module 1)
Section Your entry
Use case name
Process and pain point
AI approach (and mode: automate / augment)
Benefits
Risks
Guardrails
KPIs: measure, baseline, target
Scores: value / feasibility / risk
Owner and next step
D2. Document quality rubric (Module 2)
Dimension Pass? Notes and changes made
Accuracy: every fact traced to a source
Completeness
Clarity and reading level
Tone and brand
Fairness and inclusion
Compliance: no unsupported promises; required statements present
Confidentiality
Approved by (name, date)
D3. Assistant scope card (Module 3)
Field Your entry
Name
Field Your entry
Audience
Purpose
In scope
Out of scope
Escalation contacts
Success measures
Owner and review date
D4. Assistant test log (Module 3)
| # | Category | Question | Expected behaviour | Result (round | Result (round |
|---|---|---|---|---|---|
| 1) | 2) |
1
2
3
…
D5. Change log (Modules 3 and 5)
| Date | What changed | Why | Test result | Test result after |
|---|---|---|---|---|
| before |
D6. Data story methods note (Module 4)
Item Your entry
Question answered
Data sources and period
Group sizes and response rates
De-identification steps
Item Your entry
Tool used and prompts (attach log)
What was verified, and how
Assumptions behind cost figures
Limits and confidence
D7. Automation specification and runbook (Module 5)
Element Your entry
Purpose
Trigger
Input fields
Conditions (filters)
Actions, in order
Human checkpoints: where, who, timeout behaviour