AI Investment Case & Portfolio Brief
A leadership worksheet for deciding which AI opportunities deserve funding, ownership, and a defined next gate.
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The exact sections inside the download.
Portfolio thesis
Which operating outcomes matter most, and why now?
Investment case
Record the expected value, cost range, risk exposure, assumptions, and confidence level.
Decision gate
What evidence, owner, and date are required to proceed, pause, or stop?
Recommended investment
Summarize the prioritized workflow and the reason it leads.
Executive commitment
Record the sponsor, funding or capacity decision, and review cadence.
Next gate
Name the next evidence-producing action and its decision date.
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Frame the decision
Name the real operating need before designing a solution.
State the investment or portfolio decision required now.
Name the executive accountable for value, risk, and follow-through.
List the baseline, customer, workflow, and cost evidence supporting the case.
How to use it
Start with one real decision.
Complete the canvas with the workflow owner, then use the blank areas to expose missing context and controls.