A 30-day AI pilot should end with a decision, not a vague feeling. This report template helps teams summarize what happened, what improved, what failed, and what to do next.
Pilot Report Template
| Section | What to write |
|---|---|
| Workflow tested | Name the exact process |
| Goal | State the business outcome |
| Tools used | List approved tools only |
| Users | Who participated |
| Baseline | What happened before AI |
| Results | Time, quality, cost, risk, adoption |
| Issues | Errors, confusion, incidents |
| Decision | Scale, improve, stop, or retest |
Metrics Table
| Metric | Before | After | Notes |
|---|---|---|---|
| Average task time | |||
| Error or rework rate | |||
| Review time | |||
| User satisfaction | |||
| Risk events | |||
| Estimated monthly value |
Decision Memo
End the report with one sentence: “We recommend [scale/improve/stop/retest] because [evidence].” That sentence forces the team to connect the pilot to a business decision.
How to Use This
Copy the template after each pilot. Over time, the reports become a knowledge base for AI adoption.
Bottom Line
The best AI pilots produce reusable evidence. A short report is how teams turn experiments into decisions.