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AI roadmap
Template id: ai-roadmap Responsible skills: ai-strategy:strategic-outcomes (sections 1 to 4) and ai-strategy:ai-roadmap (sections 5 to 9)
Use this template to record the organisation's strategic AI outcomes, principles and exclusions, and the sequenced roadmap that delivers them. Outcomes describe business results, never products. Any figure the organisation has not measured stays marked [To confirm: ...].
1. Strategic outcomes
Keep three to five. Each must be a business result, measurable, owned by a business executive and plausible from the current maturity baseline.
| Ref | Outcome | Measure | Baseline (or plan and date to establish it) | Target direction and horizon | Accountable executive |
|---|---|---|---|---|---|
| O1 | [To confirm: outcome] | [To confirm: measure] | [To confirm: baseline] | [To confirm: direction and horizon] | [To confirm: role] |
| O2 | [To confirm: outcome] | [To confirm: measure] | [To confirm: baseline] | [To confirm: direction and horizon] | [To confirm: role] |
| O3 | [To confirm: outcome] | [To confirm: measure] | [To confirm: baseline] | [To confirm: direction and horizon] | [To confirm: role] |
Fictional example, for illustration only: "Reduce the time case handlers spend writing case summaries, measured by average handling time, owned by the operations director."
2. AI principles
Write each principle as a decision rule: the principle, then what it means in practice.
| Principle | What it means in practice |
|---|---|
| [To confirm: principle] | [To confirm: the decision it governs] |
| [To confirm: principle] | [To confirm: the decision it governs] |
3. Where AI is not appropriate
| Use | Never or not yet | Precondition for "not yet" | Reason |
|---|---|---|---|
| [To confirm: use] | [To confirm: never or not yet] | [To confirm: precondition] | [To confirm: reason] |
4. Executive sponsorship
| Field | Value |
|---|---|
| Executive sponsor | [To confirm: role] |
| Decisions reserved to the sponsor | [To confirm: for example risk acceptance, cross-functional conflicts, funding] |
| Review forums the sponsor chairs | [To confirm: forums and frequency] |
| Time committed | [To confirm: hours per month] |
5. Roadmap horizons
Now is committed, next is planned, later is indicative. Each initiative carries its owner, risk tier and current lifecycle stage (Envision, Deliver, Assure, Launch, Measure, Scale, Improve).
| Initiative | Outcome | Journey (Adopt AI, Build with AI, Scale AI) | Horizon | Business owner | Risk tier | Lifecycle stage | Depends on |
|---|---|---|---|---|---|---|---|
| [To confirm: initiative] | [To confirm: O-ref] | [To confirm: journey] | [To confirm: now, next or later] | [To confirm: role] | [To confirm: tier] | [To confirm: stage] | [To confirm: dependencies] |
| [To confirm: initiative] | [To confirm: O-ref] | [To confirm: journey] | [To confirm: now, next or later] | [To confirm: role] | [To confirm: tier] | [To confirm: stage] | [To confirm: dependencies] |
6. Foundation work and what it unblocks
| Foundation (for example approved-use guidance, knowledge ownership, measurement) | Owner | Horizon | Unblocks |
|---|---|---|---|
| [To confirm: foundation] | [To confirm: role] | [To confirm: horizon] | [To confirm: initiatives] |
7. Capacity check
| Scarce role | Capacity per quarter | Demand now | Demand next | Reserve for support and unplanned work |
|---|---|---|---|---|
| Business owners | [To confirm: capacity] | [To confirm: demand] | [To confirm: demand] | [To confirm: reserve] |
| Knowledge owners | [To confirm: capacity] | [To confirm: demand] | [To confirm: demand] | [To confirm: reserve] |
| Makers and engineers | [To confirm: capacity] | [To confirm: demand] | [To confirm: demand] | [To confirm: reserve] |
| Reviewers (security, privacy, responsible AI, evaluation) | [To confirm: capacity] | [To confirm: demand] | [To confirm: demand] | [To confirm: reserve] |
8. Review points
| Date | Review | Initiative or scope | Decision owner |
|---|---|---|---|
| [To confirm: date] | Roadmap review | Whole roadmap | [To confirm: sponsor] |
| [To confirm: date] | Scale-or-stop review | [To confirm: initiative] | [To confirm: business owner] |
9. Platform checks
Record each platform capability a committed initiative depends on and the source record checked, with the date.
| Initiative | Capability relied on | Source checked | Date checked |
|---|---|---|---|
| [To confirm: initiative] | [To confirm: capability] | [To confirm: source record] | [To confirm: date] |
Credit: Template from CopilotForge by Simon Foote (https://github.com/SimonFoote-greensparx/CopilotForge), licensed under CC BY 4.0. Keep this credit when you share or adapt the template; in your own completed document you may keep it as a footer or remove it.