DIG-007 · Active resource

Copilot Pilot Governance & Adoption Tracker

Track Copilot and AI use cases, accountable owners, approvals, risks, pilot controls, and adoption decisions in one governance record.

Who this is for

Organizations piloting or expanding Copilot and other AI capabilities that need a disciplined way to track use cases and decisions rather than relying on informal approval.

What is included

• Structured tracking for AI/Copilot use cases and accountable owners.
• Fields for approvals, risks, controls, pilot decisions, and follow-up actions.
• A repeatable working record for governance and adoption reviews.

Use it to

• Inventory pilot and proposed AI use cases.
• Track approvals, owners, risks, and unresolved governance conditions.
• Support go, conditional-go, pause, or expansion decisions.
• Maintain an evidence trail as pilot conditions change.

How to get the most value

1. Start with the evidence and operating reality you have today.
2. Record unknowns and unresolved decisions rather than guessing.
3. Assign accountable owners and realistic next actions.
4. Revisit the completed material as conditions, systems, or responsibilities change.

Product boundary

This is a self-service governance resource, not a substitute for legal advice, formal audit or certification, specialized cybersecurity testing, or a client-specific consulting assessment. Where interpretation or implementation requires specialist expertise, scope that work separately.