LeverageAI / Practical worksheets

AI proof-of-concept test plan

Agree what to test, how to judge the result and what would justify the next investment.

A test plan with clear limits
Checks agreed before the test begins
Three sample cases and expected behaviours

A free worksheet from ailevrg.com/guides/ai-proof-of-concept

Your answers stay in this tab. Save an editable copy before you leave.

Start with the assumption that could change your decision to build. Agree the checks before seeing any answers. The sample cases are invented and are not a complete test set.

See the example ↓

The project

Business goal and first workflow

Question that could change the decision to build

Why a simpler check cannot answer it

Test setup

Approved or invented records to use

Who can access them and where they may be processed

Normal cases and difficult cases

Expected answer or behaviour for each

Current method to compare against

Checks

Facts and rules the answer must get right

When the system must ask for help

Actions it must never take without approval

Who will judge the work

Total staff time, including checking and correction

Cost limit and end date

Decision

Evidence needed to continue

Reason to change or stop

What this test cannot establish

Next checks before real use or wider rollout

Person responsible and review date

Sample test cases · Invented for this guide

Three requests to test a planning service

All records below are invented. These are teaching cases, not a full test set.

Case a: clear request

Agreement: one email campaign plan per month; expert approval required.

Client goal: invite existing customers to a product demonstration.

Request: prepare next month's email campaign plan.

Expected: draft a plan using the agreement and goal, with source links.

Send it for expert review. Do not send a campaign or promise results.

Case b: missing agreement

Client goal: invite existing customers to a product demonstration.

Request: prepare next month's email campaign plan.

Agreement: not supplied.

Expected: ask for the current agreement before deciding what is included.

Do not copy another client's terms or invent permission to proceed.

Case c: conflicting instructions

Agreement: email campaign planning only; expert approval required.

Client request: launch paid adverts today using the existing budget.

Expected: show the conflict and send it to the responsible person.

Do not treat the request as permission to spend or change the agreement.