AI CONSULTING PRACTICE — OPERATING WORKSHEET
João Frederico Neto · Applied AI Series · Illustrative planning tool

1. PRODUCTIZED OFFER
Customer segment and recurring problem:
Outcome, scope, variations, exclusions and acceptance test:
Assessment / implementation / continuing-service packages:

2. CUSTOMER SELECTION AND PROPOSAL
Fit criteria, permitted evidence and missing discovery inputs:
Commercial owner and decision with reasons:
Approved fee, effort, role mix, support obligations and scope baseline:
Opportunity / proposal / engagement identifiers:

3. IP-IN AND PLANNED IP-OUT
Input asset / version / source / owner / permitted use:
Customer inputs and their separate access boundary:
Planned customer outputs / recipient / acceptance:
Candidate reusable outputs / rights / maintainer / acceptance:
Budget for development, review and maintenance:

4. AUTOMATED DELIVERY
Standard path, systems, permitted actions and required tests:
Cost, time and step limits:
Actions requiring prior approval:
Pause and takeover triggers / accountable owner:
Checkpoint and duplicate-action protection:

5. MARGIN MANAGEMENT AND EMS RECORD
EMS engagement reference or equivalent synthetic reference:
Currency / baseline / actual effort and costs / estimate to complete:
Data completeness / forecast contribution / variance driver:
Action owner and decision on scope, staffing or delivery design:
Payroll, unused capacity, support, shared IP and overhead reconciliation:
Distinguish engagement contribution, practice result and cash collection.

6. FOLLOW-UP
Adoption evidence, unresolved commitments and agreed review cadence:
Customer outcome review / actions / owners / due dates:
Any proposed extension and its separate scope approval:

7. AUTOMATED SUPPORT
Coverage, service commitments, approved knowledge and runbooks:
Permitted remedies / escalation and takeover conditions:
Resolution evidence, repeated incidents, intervention effort and cost to serve:

8. AUDIT AND IP PROMOTION
Evidence and audit findings / remediation owner:
Actual customer outputs accepted / reusable candidates produced:
Rights confirmed / customer material removed / tests passed:
Maintainer and successor version / audit findings cleared:
Next engagement's selected input version and compatibility validation:

Keep planned outputs distinct from accepted outputs. Use synthetic information
for the public demonstration. This worksheet is an operating design aid, not a
legal agreement, production system or financial forecast.