Three Question Filter
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Three questions to choose your next AI project
Use the same questions for each request so your team can compare what matters. Start with the work and the people affected, then decide whether the idea is ready to act on or needs investigation.
Start your answers ↓Question 1: who does this affect?
This is what tells a real hold-up apart from one person being annoyed. If it slows a whole team down, or makes a client wait, it is worth looking at. If it only irritates one person, it may not be first in the queue, no matter how loudly they ask.
Question 2: what is holding them up?
Be exact. It does not work is no use to anyone. I cannot sort the list by area, so I scroll through 200 rows by hand, that is useful. The more exact you are about what is in the way, the easier it is to fix.
Question 3: what is it worth?
If you fix this, what does it open up for the person, the team and the client? Answer in time saved, money earned, or hours handed back. This is the number that makes the boss look up.
A worked example
Illustrative example, not a client result.
Imagine three account managers waiting for someone to find the latest client brief. The constraint may be unclear document ownership rather than a missing AI tool. Give one person the job of checking versions and access first, then assess whether search still needs to improve.
What you leave with
Your completed summary records the three answers, a decision, an owner and a target date. Use it to compare requests and follow up on the next action.
Complete the form to create a PDF of your answers. No email is required. Creating the PDF sends your answers to us and keeps a copy, as explained above.
What is being asked for
Before you go anywhere near a fix, write down who asked and what they actually want. Putting it in plain words makes it clear. It also gives you something to look back at when five of these are sat on your desk at once.
Compare your ideas before choosing a project
Work through who is affected, what holds them up and what a useful change would be worth. Use the same questions for each idea so the team can compare the evidence.
The use case template connects your bigger goal to the first workflow. Describe what the system and people will do, then show what the next project could reuse.
Use the AI use case worksheet and completed example