Excel AI Executive Project Planning Checklist

A Structured Approach to AI Project Planning

A Step-by-Step Executive Checklist for Business Managers Planning AI Solutions

Organise Your AI Project Planning

Many AI projects face challenges due to insufficient planning, unclear data requirements, and lack of structured approach. This Executive AI Project Checklist provides a systematic framework to help you work through the key considerations when planning AI implementations.

The checklist is based on the Flow7 AI Project methodology and offers a structured way to organise your project planning activities.

📊 What's Inside This Professional Checklist:

Excel Workbook:

Sheet 1: Flow7 Quick Overview

• Quick reference guide

Sheet 2: 7-Step Checklist

• Detailed task breakdown for each of the 7 critical steps
• % Completion scores
• Status tracking
• Risk indicators and red flags for each phase
• Suggested documentation templates
• Notes sections for customisation

🔧 The 7-Step Framework Breakdown:

Step 1: AI Data Sources 📁 Map every data source, classify security levels, and create comprehensive inventories

Step 2: Data Quality Assessment 🔍 Evaluate data quality, ensure compliance, and identify missing or corrupted information

Step 3: AI Data Master Set 📋 Establish your "single source of truth" with proper change control procedures

Step 4: Target AI Systems 🎯 Define where and how users will interact with your AI solution

Step 5: Build & Map Flows 🔄 Create workflows, automations, and system integrations

Step 6: Testing Protocols ✅ Comprehensive testing strategies including UAT and performance validation

Step 7: Go-Live Strategy 🚀 Deployment planning, rollback procedures, and success measurement

🎯 Ideal For:

✓ Business Owners & Managers planning AI implementations

✓ Project Managers leading digital transformation

✓ Data Teams requiring structured governance

✓ Executives overseeing AI investments

✓ Consultants delivering client AI projects

📈 Key Benefits:

• Structured Approach: Follows established methodology for AI project planning
• Immediate Use: Excel format ready for download and implementation
• Organised Planning: Systematic way to work through AI project considerations
• Progress Tracking: Status indicators to monitor planning completion at executive level
• Reference Tool: Links to additional framework documentation

💾 Technical Details:

Format: Microsoft Excel (.xlsx)

File Size: Approximately 1MB

Instant Download: Available immediately after purchase

📚 Framework Foundation:

This checklist implements the comprehensive Flow7 AI Project Framework. Learn more about the underlying methodology at:

https://www.spdata.co.uk/the-flow7-ai-project-framework

A structured checklist to help organise your AI project planning activities.

Implements the Flow7 AI Project Framework methodology - suitable for business planning purposes.