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Feasibility Pre-Screen Checklist (15-Minute Gate)

Operational checklist for quickly screening incoming AI requests before any scoring. Designed for the practitioner managing the intake channel who must decide whether a use case moves into the weighted scoring model or is parked/eliminated.

Part of: AI Use Case Intake Process

Format: DOC
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Purpose and When to Use This Checklist

This reference operationalizes Step 2 of the AI Use Case Intake Process: Screen for Basic Feasibility.

Use this 15-minute pre-screen after an idea has been submitted via the structured form (Step 1) and before you apply the weighted scoring model and Five Dimensions (Step 3).

Your goals in the pre-screen:

Eliminate ideas that are clearly out of scope, technically infeasible, or misframed as AI problems
Clarify borderline ideas just enough to decide "pass to scoring" vs. "eliminate / park"
Avoid deep solutioning, architecture, or risk assessment — those happen later in the process

Important

Time-box yourself: this is a 15-minute review, not a mini-discovery project. If you cannot answer a question quickly from the submission or 1–2 quick messages with the requester, mark it as "needs refinement" rather than rewriting the use case.

15-Minute Pre-Screen Flow

Run these four quick passes in order. Stop when you hit a clear elimination decision.

01Scope check — Is it in scope for AI and this intake channel?
02Problem framing check — Is this actually an AI problem vs. a process / IT / reporting issue?
03Technical feasibility check (at a glance) — Is there a plausible path with data and current capabilities?
04Decision — Pass to scoring, return for clarification, eliminate/park.

The Blueprint — AI EditionDOC-0002

Reference document

Feasibility Pre-Screen Checklist (15-Minute Gate)

Document ID

DOC-0002

Purpose and When to Use This Checklist

This reference operationalizes Step 2 of the AI Use Case Intake Process: Screen for Basic Feasibility.

Use this 15-minute pre-screen after an idea has been submitted via the structured form (Step 1) and before you apply the weighted scoring model and Five Dimensions (Step 3).

Your goals in the pre-screen:

Eliminate ideas that are clearly out of scope, technically infeasible, or misframed as AI problems
Clarify borderline ideas just enough to decide "pass to scoring" vs. "eliminate / park"
Avoid deep solutioning, architecture, or risk assessment — those happen later in the process

Important

15-Minute Pre-Screen Flow

Run these four quick passes in order. Stop when you hit a clear elimination decision.

01Scope check — Is it in scope for AI and this intake channel?
02Problem framing check — Is this actually an AI problem vs. a process / IT / reporting issue?
03Technical feasibility check (at a glance) — Is there a plausible path with data and current capabilities?
04Decision — Pass to scoring, return for clarification, eliminate/park.

DOC-0002Page 02 / 01

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Document info

Format: DOCPDF export
Access tier: Pro
Category: General
Published: 29 July 2026

Part of playbook

AI Use Case Intake Process

Feasibility Pre-Screen Checklist (15-Minute Gate)

Purpose and When to Use This Checklist

15-Minute Pre-Screen Flow

Feasibility Pre-Screen Checklist (15-Minute Gate)

Purpose and When to Use This Checklist

15-Minute Pre-Screen Flow

Continue with a free account

Get this document

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