How to use the AI pilot plan template

Start a board from it
Use this template opens a new Freero board with the AI pilot plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “AI pilot plan”.
Follow the instruction on the board
“Measure the baseline before the tool arrives, or you’ll never know if it helped. Decide in advance what result means scale, change or stop.”
Fill in each part
- Choose the job Week 1
- Baseline Week 2
- Pilot Weeks 3–6
- Measure Week 7
- Decide Week 8
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the AI pilot plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

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Plan how a team or company adopts AI in stages: learn, try safely, embed in workflows, and scale what works.
AI use policy draft
Draft the team’s rules for using AI tools: what’s encouraged, what’s off limits, what data can go in, and when to say AI was used.
Model option comparison
Compare AI model or tool options for one job on quality, cost, speed, privacy and fit, using your own test cases.
AI feature spec
Specify an AI-powered feature: the user and job, inputs and outputs, how it can fail, the guardrails and how you’ll measure quality.
Agent run review
Step through one run of an AI agent: what it did at each step, whether it was right, and what to change in its instructions or tools.
Eval review board
Go through test cases for an AI feature: the input, what good looks like, what it actually said and the verdict.