Consulting Practice
Evaluate intake briefs
A fluent brief may omit a client constraint that changes the proposed work.
Evaluation
Free Canadian small business workbook
AI Evaluation Rubric Builder
A worksheet for evaluating AI outputs, retrieval, tool use, escalation, tone, and reviewer confidence.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Define pass/fail criteria, reviewer instructions, sample cases, escalation thresholds, and improvement loops before AI-supported work reaches production. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Agentic workflows, advisory tools, document assistants, and sales or service copilots.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Accuracy
What must be correct, sourced, complete, and current?
Grounding
What evidence should the system cite or expose to the reviewer?
Tool behavior
Did the system call the correct deterministic tool with valid inputs?
Escalation
When should the system stop and route to a person?
Tone and fit
Does the output match the workflow, audience, and risk level?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Evaluate customer answers
A reply can sound helpful while inventing a price, policy, or availability claim.
Accounting Practice
Evaluate financial summaries
The firm needs a rubric for factual grounding, materiality, clarity, and abstention.
- AI-supported role
- Score representative outputs against explicit criteria and attach source and tool evidence.
- Human authority
- Reviewers define pass thresholds, adjudicate disagreements, and approve remediation.
- What to measure
- Track rubric pass rate, severity of defects, reviewer agreement, and escalation accuracy.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.