If your team has been “testing AI” in vague ways, this turns curiosity into a measurable pilot. You’ll pick one concrete pain point, run a tight experiment, and decide—confidently—whether to scale, iterate, or stop.
Who this is for
Creative directors, producers, and ops leads seek faster cycle times. They want higher first-pass approval rates and less rework. This is done without risking brand, privacy, or quality.
Choose one narrow use case (before Day 1)
Pick a single, high-volume task with clear outputs—e.g., drafting creative briefs, tagging assets in your DAM, or summarizing stakeholder feedback. Define success up front (e.g., 20–30% faster turnaround or 10–15% higher first-pass approvals), nominate an owner, and select 3–5 pilot participants.
Day 1–30: Scope, guardrails, and setup
- Baseline the work. For 2 weeks, capture current cycle time, first-pass approval rate, rework %, and throughput. These numbers become your scoreboard.
- Set guardrails. Human-in-the-loop (nothing ships without review); approved inputs only (no sensitive data); brand voice examples (on-voice vs off-voice); clarify IP rules.
- Pick the minimum viable tool. Start with one solution. Turn on logging, restrict exports, and create a shared space for outputs and QA notes.
- Enable the team. Run a 30-minute kickoff: why this matters, how it helps, what “good” looks like. Share 2–3 prompt templates and “before/after” samples.
- Map the workflow. Document the 5–7 steps from request → AI draft → human edit → approval. Assign who does what (RACI-lite is fine at this stage).
Day 31–60: Run the pilot and measure weekly
- Ship real work. Process 5–10 requests per week through the pilot flow. Keep the scope tight and consistent.
- QA on rails. Use a rubric (accuracy, tone, compliance) and a checklist. Capture issues (hallucinations, off-brand, missing sources) and how they were corrected.
- Track your scoreboard. Update metrics weekly and share a one-pager with stakeholders: baseline vs pilot, sample outputs, and lessons.
- Tune prompts & conditions. Small tweaks go a long way: add source requirements, provide style exemplars, and set “do not attempt” rules.
Day 61–90: Decide and integrate (or stop)
- Decision gates.
- Scale if targets are met with stable quality and low risk.
- Iterate if you’re close—tighten prompts, retrain on voice, or narrow scope.
- Stop if risk > reward; document why and what you learned.
- If scaling:
- Update RACI and SOPs; add the new step(s) to kickoff checklists.
- Fold the rubric into review & approval.
- Add pilot practices to onboarding and playbooks.
- Expand to one adjacent use case only (avoid multiplying experiments).
- Communicate wins. Show a before/after (time saved, quality uplift) and a 3-slide summary to leadership and partner teams.
Metrics that matter (keep it to four)
- Cycle time (request → approved): target 20–30% reduction.
- First-pass approval rate: target +10–15% improvement.
- Rework %: target −15–25%.
- Throughput: more finished assets per week without adding headcount.
Common risks & quick fixes
- Hallucinations. Need sources; never ask for unknown facts; keep humans in the loop.
- Off-brand tone. Give style exemplars and a “do not” list; mandate human edits.
- Low adoption. Show side-by-side time savings; keep the scope narrow; celebrate quick wins.
- Privacy/IP worries. Sanitize inputs; restrict tools to approved environments; document what’s allowed.
What to do next
- Download the AI Pilot Checklist (one page) to run this plan with your team.
- Book a free 30-minute Clarity Audit (60+ minute working sessions billed at consulting rates on the Services page) if you want me to set up the pilot, metrics, and guardrails with you.
Coming up:
Aug 19—Intake → Brief → Review
Aug 26—RACI that actually sticks.
Launch is Aug 27.
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