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AI Implementation Execution Playbook
A practical, operator-focused guide with scorecards, templates, and checklists to scope, execute, and measure AI workflow implementations. Built on 12+ real AI system deliveries.
17 pages · 10+ templates · Updated March 9, 2026
By Phil Maher — 30+ years in software development, 12+ AI systems delivered.
What's inside
13 sections covering every phase from opportunity identification to production launch.
Opportunity Prioritization Scorecard
Score and rank candidate workflows by weighted impact
Filled-In Example (NovaPay)
See a real scorecard, KPIs, and pilot charter completed
2-Hour Discovery Session Script
Structured agenda with outputs at each time block
Baseline Metrics Worksheet
Capture before/after KPIs to prove ROI
Pilot Charter & Quality Gates
Define scope, success criteria, and human-in-loop policy
Data & Governance Checklist
PII handling, audit trails, and operational controls
Build-vs-Buy Decision Matrix
When to build internally vs. use vendors
Model & Tool Selection Guide
API vs. open source vs. fine-tuned — decision framework
Cost & ROI Model
Formulas and templates to calculate payback
12-Week Execution Plan
Week-by-week roadmap with required outputs
Adoption & Change Management
Training, resistance handling, role-specific messaging
Launch Readiness Checklist
Pre-launch validation and go/no-go form
Common Failure Patterns
6 failure modes with specific fixes
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Ready to start?
Download the playbook and run Section 1 with your team this week.