AI Investment Decision Checklist
A one-page test for any AI proposal, before it reaches the board. If a proposal cannot clear these, the appropriate next step is usually more direction — not more activity.
Direction
- We have agreed what this initiative is meant to strengthen about the business.
- It supports where the business is going — not only what is currently possible.
- We could explain the decision without using the word “AI”.
Distinctive value
- It strengthens something we are especially well positioned to provide.
- It is not simply commonly available capability rebranded as strategy.
Evidence
- We have separated verified information from assumption and interpretation.
- We know which assumptions, if wrong, would change the decision.
- We know what still requires specialist validation before commitment.
Readiness & timing
- The organisation can realistically support this now.
- We have considered whether it should be deferred rather than declined.
- We know the smallest next step that would reduce the biggest uncertainty.
The honest test
- If AI is not the right answer here, we are prepared to say so.
- We know who owns the decision — and who owns the consequences.