Consulting Practice
Measure proposal preparation
Drafting time falls, but staff spend more time correcting unsupported claims.
Measurement
Free Canadian small business workbook
AI Outcome Measurement Scorecard
A worksheet for defining what better means before an AI workflow becomes a business case.
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.
Map baseline metrics, success criteria, quality signals, review burden, customer impact, cost-to-serve, and metric ownership before celebrating output volume. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams proving operational impact after an AI workflow launches.
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.
Time saved
Which cycle time, handoff, or preparation step should improve?
Quality improved
Which error, completeness, decision, or customer outcome should improve?
Review burden
Does AI reduce, shift, or increase human review work?
Cost-to-serve
How does model, tool, and operator cost compare with workflow value?
Confidence signal
What would prove the system is helping rather than creating hidden rework?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Measure stock decisions
Order suggestions look faster; the owner needs to see spoilage, stock-outs, and emergency purchases.
Accounting Practice
Measure client-review preparation
More summaries are produced, but the firm must test omissions and professional review time.
- AI-supported role
- Compile baseline and pilot signals while separating output volume from real business improvement.
- Human authority
- The business owner interprets tradeoffs and decides whether to tune, scale, pause, or stop.
- What to measure
- Compare cycle time, quality, rework, cost, and reviewer effort before and after the pilot.
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.