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Practical AI project guide · By Yes AI

Agree when an AI pilot should stop, pause or continue

A pilot should answer a decision, not continue indefinitely because the demonstration looks promising. Agreeing stop criteria in advance helps the team respond consistently to failures and weak evidence. Use this guide to define what warrants a pause, what can be repaired and what supports further work.

Name the decision the pilot serves

Write the question the pilot must answer and the scope of that answer. A fictional support pilot might test whether draft replies reduce preparation effort while meeting the approved review standard. It would not establish that unattended sending is ready. Define the intended users, input types and permitted actions. Without that boundary, a successful example can be used to justify a much wider rollout. Keep the decision small enough that the evidence collected during the pilot can actually support it.

Separate immediate stops from review points

Some events should pause activity immediately under the agreed policy, while others should trigger a scheduled review. Define both categories in operational terms. An action outside authorised scope may require an immediate pause; a slower-than-expected draft may be a performance finding to investigate. Avoid one vague rule that any error ends the project, or the opposite assumption that every error can be ignored because it is a pilot. The business owner should approve the boundaries before the implementation team encounters them.

Choose measures with observable evidence

Specify how each criterion will be assessed and where the evidence comes from. If an outcome cannot be checked, label it unverified rather than passing it. Include the quality of the result, staff effort and required recovery work alongside speed. A system that creates a draft quickly may still add review time. Do not invent a universal success percentage. Choose thresholds appropriate to the actual task and record the reasoning. Include enough representative cases to assess the bounded question without claiming the sample proves more than it does.

Define the pause procedure

Name who can pause the pilot and how the team will prevent further actions while preserving unfinished work. Identify any manual process that resumes during the pause. Keep test records and evidence available for investigation rather than clearing everything to restart cleanly. If external systems are involved, distinguish stopping new work from resolving actions already attempted. The decision owner needs to know what is pending or uncertain. A stop rule is incomplete if nobody can explain how to carry it out safely within the approved scope.

Agree how repairs are evaluated

A fix should be tested against the original failure and relevant cases that previously worked. Record whether the change alters the scope or invalidates earlier results. Do not quietly remove difficult examples from the evaluation because they lower the score. If a failure came from missing source information, verify that the revised source resolves the issue rather than merely changing the wording of the answer. Decide how many review cycles the pilot allows within its agreed effort, then escalate a continuing uncertainty instead of extending the work without a decision.

Make the final decision explicit

Possible outcomes include stop, continue investigating a specific question, proceed within the tested scope or design a separate wider trial. State which evidence supports the choice and what remains unverified. A useful negative result can prevent a larger commitment. Do not describe a completed pilot as a completed implementation or treat stakeholder enthusiasm as measured benefit. Record the owner and next action. If further work is approved, carry forward the unresolved limits so the next phase begins with the actual findings rather than an optimistic retelling.

Before you approve the workflow

  • The pilot serves a specific bounded decision.
  • Immediate stops and review triggers are distinct.
  • Measures have observable evidence and stated limits.
  • Pause, repair and continuation decisions have owners.

Continue planning

Turn the project decision into an agreed next step

Describe the business process, project stage and decision you need to make. We can discuss scope, evidence and who should own the next step. Keep confidential records, credentials and sensitive commercial details out of this enquiry.