Enterprise AI Portfolio Triage Worksheet
Classify Which Initiatives To Fund, Hold, Redesign, Or Kill
Worksheet for enterprise AI leadership teams managing multiple pilots or business-unit initiatives. Maps maturity, autonomy, failure cost, and ownership so weak bets are stopped before they absorb more budget.
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Classify which enterprise AI initiatives to fund, hold, redesign, or kill
Inventory active initiatives, assign maturity and autonomy tiers, and decide where architecture effort should go before more budget compounds around weak bets.
What's covered
Inside the worksheet
01
Initiative Inventory
- Business unit
- Owner
- Current state
- Customer or operator impact
- Target outcome
02
Classification
- Workflow vs assistant vs supervised agent vs autonomous system
- Maturity level
- Failure cost
- Human oversight requirement
03
Decision Rules
- Fund now
- Hold for redesign
- Convert to workflow
- Kill and extract learnings
04
90-Day Prioritization
- Top 3 initiatives
- Governance needs
- Architecture blockers
- Next review checkpoint
Next Step
Turn this into a decision path leadership can use
Use this resource to frame the decision, then move into the advisory path that defines governance, prioritization, and the next architecture step.
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