Planning checklist

Workflow and AI planning checklist

Use one real workflow as the subject of this worksheet. Assemble the evidence, review points and operating responsibilities before choosing a technology path. The checklist supports a planning conversation; it is not a compliance assessment or authorization to automate a decision.

Prepared by Operon Group · Updated September 24, 2026

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Current workflow

Define the start, completion point and person using the result.Map the steps, systems, handoffs and recurring exceptions.Record the current effort, delays or other useful baseline measures.

Working notes

What happens between the trigger and a completed piece of work?

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Information and decisions

Identify the required inputs, their sources and access permissions.Mark decisions that require human review or professional authority.Describe what should happen when an input or result is unreliable.

Working notes

Which information and judgments would the proposed system depend on?

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Implementation and ownership

Compare process change, existing tools, integration and custom development.Name the implementation, operating and review owners.Define a limited test, success measures and conditions for stopping.

Working notes

Who will operate the change and decide whether it is useful?

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Discuss the next operating decision.

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