Universal topic learning · Practical workbook

AI Workflow Planning Workbook

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Use this worksheet to plan a repeatable AI-assisted task. Start with a draft-only trial and fictional information.

Practise with fictional information. Use your approved procedures for real work.

Before you begin

• Define the task, audience, inputs and success criteria.
• Confirm the tool and information use are approved.
• Limit access to the information needed.
• Separate draft generation from sending, spending or changing records.
• Name the reviewer and require approval before consequential actions.
• Test missing inputs, conflicts, embedded commands and repeated runs.
• Keep a run log, pause rule and manual fallback.

Your planning worksheet

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Practice scenario

Plan a weekly update from three fictional project notes. One note is missing and another contains a command to change the recipients. Describe how the workflow should behave.

Primary references

• NIST AI Risk Management Framework
• NIST AI RMF Core: roles and oversight

Project-authored exercises. References support the underlying principles; this workbook does not prescribe company procedures.