AI Project Intake Form

1

Submitter Information

Full Name

Please enter your name.

Email Address

Please enter a valid email.

Department

Please select a department.

Role / Title

2

Project Overview

Project Name

Please enter a project name.

Project Description

Please provide a description.

Business Process to Enhance

Please describe the business process.

Who Are the End Users?

3

Value & Outcome Assessment

Expected Business Impact — What type of value would this deliver?

1 — Minor efficiency gain 2 — Moderate time savings 3 — Significant cost reduction 4 — Major revenue or quality impact 5 — Transformative business value

Please select a rating.

Scale of Impact — How many people or processes are affected?

1 — Individual / single task 2 — Small team (2–10) 3 — Department-wide 4 — Cross-department 5 — Organisation-wide

Please select a rating.

Process Frequency — How often is this process performed?

1 — Annually or rarely 2 — Monthly 3 — Weekly 4 — Daily 5 — Continuous / real-time

Please select a rating.

Current Pain Level — How painful is the current process?

1 — Minor inconvenience 2 — Noticeable friction 3 — Significant bottleneck 4 — Major blocker 5 — Critical failure point

Please select a rating.

Strategic Alignment — How well does this map to company priorities?

1 — Nice to have 2 — Loosely related 3 — Supports a key goal 4 — Directly enables a priority 5 — Mission-critical initiative

Please select a rating.

4

Risk & Data Sensitivity

Data Classification — What is the highest sensitivity of data involved?

1 — Public data 2 — Internal only 3 — Confidential 4 — Highly confidential / PII 5 — Regulated (HIPAA, PCI, etc.)

Please select a rating.

Regulatory / Compliance Considerations — Select all that apply

Impact of AI Errors — What happens if the AI gets it wrong?

1 — Negligible, easily caught 2 — Minor rework needed 3 — Moderate business impact 4 — Serious consequences 5 — Severe / irreversible harm

Please select a rating.

Reputational Risk — Could failures damage the company's reputation?

1 — No external visibility 2 — Internal visibility only 3 — Some customer exposure 4 — Broad customer impact 5 — Public / media exposure

Please select a rating.

Human Decision Role — Will AI replace or assist humans?

1 — AI suggests, human decides 2 — AI drafts, human reviews 3 — AI acts, human spot-checks 4 — AI acts autonomously, exceptions flagged 5 — Fully autonomous AI decisions

Please select a rating.

5

Complexity Assessment

Technical Complexity — What level of AI capability is needed?

1 — Simple rules / automation 2 — Template matching / basic NLP 3 — Standard ML / classification 4 — Advanced ML / GenAI 5 — Cutting-edge / research-level

Integration Requirements — How many systems need to connect?

1 — Standalone / no integration 2 — Single system connection 3 — 2–3 system integrations 4 — Multiple complex integrations 5 — Enterprise-wide integration

Data Readiness — Is the data available and clean?

1 — Clean & readily available 2 — Available, needs minor cleanup 3 — Exists but needs significant work 4 — Partially available, gaps exist 5 — Doesn't exist yet

Change Management Effort — How much retraining / process change?

1 — Minimal, nearly invisible 2 — Brief training session 3 — Moderate workflow changes 4 — Significant process redesign 5 — Fundamental way-of-working shift

Estimated Timeline

Other Data Sources

6

Review & Submit

Your Value and Risk scores auto-calculate as you fill in the form. The Complexity assessment will be completed by IT during the review stage.

Value

—

Fill in Section 3

Risk

—

Fill in Section 4

Additional Notes — Anything else the committee should know?

AI Project Intake Form

Submission Received

AI Project Intake