GOALPOSTS

Executive project intake

The GOALPOSTS intake worksheet

Nine prompts to answer before an AI project goes to engineering.

Before engineering resources are allocated, business unit leaders must complete this document and successfully pass the Temp Worker Test peer review.

Project Name:

Department:

GOAL

What specific, measurable business metric will this improve?

OBSTACLE

What specific manual task or data bottleneck is causing the current delay?

ASSETS

Exactly what documents, systems, or historical data will the system need to read? (Define the Source of Truth).

LOGIC

What are the absolute dealbreakers? What is the AI strictly forbidden from doing?

1.

2.

3.

PROCESS

In plain English, what are the sequential steps from start to finish?

Step 1:

Step 2:

Step 3:

OUTPUT

What is the exact deliverable handed back to the human? (e.g., Drafted email, CRM update).

STAKEHOLDER

Whose daily workflow will this impact, and who must approve the final action?

TRIGGER

What specific real-world action wakes this automation up?

SUCCESS

How will we mathematically define success 30 days post-launch?

Filled it in?

Score it, or bring us in.

Run your answers through the nine-question readiness check, or book a working session with Joel and Will.

Check your project