# AI agent rollout worksheet

Use one worksheet per workflow. Assign an owner and a decision or result to each item.
Guide: https://www.deixic.com/blog/ai-agent-rollout-checklist
Evaluation: https://www.deixic.com/blog/ai-agent-evaluation-scorecard

## Workflow definition

- Request:
- Accepted business result:
- Task owner and backup:
- Service owner and backup:
- Budget owner:
- Current agent and tools to keep:
- Initial users and task types:
- Explicitly excluded actions:

## Scope and connections

- [ ] Record recent examples and acceptance criteria.
- [ ] List required reads and writes for each system.
- [ ] Identify the authoritative source for shared facts.
- [ ] Test intended permissions, not an administrator shortcut.
- [ ] Name the person who can rotate or revoke each credential.
- [ ] Confirm the result is discoverable in its destination.

Decision / owner / unresolved items:

## Human decisions

- [ ] Name actions that require approval.
- [ ] Show the reviewer the exact action, target, and consequence.
- [ ] Define expiration and the response to changed actions.
- [ ] Assign backup reviewers and a pending-task fallback.

Decision / owner / unresolved items:

## Rehearsal

- [ ] Run ordinary work and inspect the actual destination.
- [ ] Test missing and conflicting information.
- [ ] Test unavailable connections and changed permissions.
- [ ] Test duplicate requests and uncertain write results.
- [ ] Record accepted, corrected, failed, and untested cases separately.
- [ ] Resolve failures for enabled actions or narrow the scope.

Decision / owner / unresolved items:

## Reuse and operation

- [ ] Separate task-specific corrections from reusable knowledge.
- [ ] Name who reviews, edits, and removes retained knowledge.
- [ ] Test a related task and a different task after a correction.
- [ ] Document result locations and action-history lookup.
- [ ] Rehearse stopping new work and handling in-progress effects.
- [ ] Assign review of exceptions and a sample of completed tasks.

Decision / owner / unresolved items:

## Expansion review

- What work became easier?
- What do people still explain, correct, or copy?
- Which repeated failures need repair?
- What remains untested?
- What single dimension changes next?
- Who owns that change and its acceptance criteria?
- Decision: expand / maintain scope / narrow / stop
- Review date: