Prioritization Framework v1

AI Agent Use Case Discovery & Prioritization Workbook

From The Agentic Enterprise Strategy

The Agentic Enterprise Strategy · Excel Workbook

📋 What It Is

A 6-tab decision workbook with 197 live formulas and 31 guided dropdowns that takes you from "AI agents could probably help somewhere" to a specific, risk-adjusted, ROI-justified decision about what to build first. This isn't a brainstorming template. It's a structured evaluation instrument that scores use cases across 10 feasibility and impact dimensions, assesses 7 risk dimensions (including 3 agent-specific failure modes), and produces a ranked recommendation with a preliminary ROI estimate.

Most agent projects don't fail because the team picked bad technology. They fail because the team picked the wrong problem — one that was too risky for the autonomy level, too dependent on integrations that didn't exist, or too low-impact to justify the investment. This workbook forces that confrontation early, when changing direction is free.

The Discovery tab uses 10 agent-specific opportunity patterns to surface problems that specifically need the Sense → Think → Plan → Act loop. The Scoring tab uses descriptive dropdowns so you know exactly what a "3" means. The Prioritization Matrix applies a risk multiplier so a high-scoring use case with high risk doesn't blindly get a "Pursue" recommendation. And the Selection Brief auto-calculates ROI including error costs, with a health check that flags when the math doesn't support building.

👥 Who It's For

  • Founders and solopreneurs deciding where AI agents can give them leverage — and whether the ROI justifies the build-vs-buy decision
  • Product managers and team leads evaluating multiple candidates and needing a defensible prioritization, not just gut feel
  • AI engineers and architects assessing technical feasibility, integration complexity, and autonomy fit before committing
  • Hackathon teams selecting a project that's both impressive and achievable within the time constraint
  • Enterprise strategists building a pipeline of agent initiatives ranked by value, feasibility, and risk
  • Anyone reading the book who wants to move from concepts to action — this bridges "I understand agents" and "I know what to build"

When to Use It

  • Before your first agent project — when you know agents could help but haven't identified the specific use case
  • When evaluating multiple ideas — 5–10 candidates and need to pick the one balancing impact, feasibility, and risk
  • At a hackathon kickoff — go from "what should we build?" to "here's exactly what and why" in 30–45 minutes
  • During quarterly planning — re-prioritize your agent initiative pipeline as conditions change
  • After a failed project — diagnose whether the problem was use case selection, risk assessment, or ROI assumption
  • When presenting to stakeholders — the Selection Brief produces a one-page decision document

📦 What It Produces

  • Candidate Pipeline — 5–10 use cases surfaced through 10 agent-specific discovery patterns, each tagged P1–P10
  • Weighted Feasibility & Impact Scores — scored across 10 dimensions with auto-calculated composites and rank ordering
  • Risk Profile with Autonomy Mapping — 7 risk dimensions including Hallucination Risk, MCP Fragility, Context Drift. Auto-maps to: Full Autonomy, Supervised, or Human-Required
  • Risk-Adjusted Prioritization Matrix — risk multiplier (Low=1.0×, Medium=0.85×, High=0.70×) with risk-aware recommendations
  • Selection Brief with ROI — problem statement, agent approach, tool chain, error-inclusive cost, payback period, ROI multiple, GO/NO-GO decision
  • ROI Health Check — 5x+ compelling, 3x–5x solid, 2x–3x marginal, below 2x not supported

🚀 How to Use It — Quickstart

  • Step 1. Start with How to Use. Read the scoring direction guide and 17 dimension definitions. 5 minutes prevents all confusion.
  • Step 2. Switch to Discovery. Work through 10 agent-specific opportunity patterns. Consolidate best answers into the candidate summary.
  • Step 3. Open Scoring. Names auto-populate. Select scores from descriptive dropdowns across 10 dimensions. Composites and ranks auto-calculate.
  • Step 4. Move to Risk Assessment. Top 5 auto-populate by rank. Score 7 risk dimensions. Risk Level and Autonomy Recommendation auto-calculate.
  • Step 5. Review the Prioritization Matrix. Risk-adjusted scores, adjusted ranks, and risk-aware recommendations — all auto-generated.
  • Step 6. Complete the Selection Brief. Fill problem statement and ROI inputs. Annual cost, payback, ROI multiple, and health check auto-calculate.

👁 Preview — What's Inside

6 Tabs, 197 Live Formulas, 31 Guided Dropdowns

TabWhat It Does
How to UseScoring direction guide, 17 dimension definitions with 1–5 scales, recommendation thresholds
Discovery ★10 agent-specific opportunity patterns (P1–P10) with tool chains, building blocks, and signals
Scoring10 weighted dimensions with descriptive dropdowns. Auto-calculates composites and ranks
Risk Assessment7 dimensions (4 enterprise + 3 agent-specific). Auto-maps to autonomy recommendation
Prioritization MatrixAuto-generated risk-adjusted scores, ranks, and recommendations with quadrant guide
Selection BriefOne-page decision doc with auto-pulled scores, ROI calculator, payback period, health check

10 Agent-Specific Discovery Patterns

P1Judgment-Heavy Triage — decisions that can't be reduced to if/then rules
P2Multi-Source Research & Synthesis — reasoning across 3+ unstructured sources
P3Unstructured-to-Structured Transformation — messy inputs, structured outputs
P4Context-Aware Communication — personalized output requiring history and preferences
P5Multi-Step Workflow Orchestration — conditional branching across tools
P6Continuous Monitoring & Proactive Alerting — pattern recognition across data streams
P7Knowledge-Intensive Q&A — scattered knowledge, repeated expert questions
P8Repeated Analysis with Varying Inputs — same framework, different data each time
P9Cross-System Handoff Coordination — context loss at team/system boundaries
P10Evidence Collection & Compliance Documentation — multi-source retrieval + judgment

Risk-Adjusted Recommendation Engine

CompositeRiskRecommendation
4.0+Low✅ Pursue
4.0+Medium✅ Pursue (Supervised)
4.0+High⚠️ Investigate — mitigate risk
3.0–3.9Low/Med🔍 Investigate
3.0–3.9High⏸️ Park — risk too high
Below 3.0Any⏸️ Park or ❌ Drop

📝 Version History

VersionDateChanges
v1 March 2026 6-tab workbook with 197 live formulas, 31 guided dropdowns. 10 agent-specific discovery patterns with arsenal tool chains. 17 scoring dimensions (5 Feasibility, 5 Impact, 7 Risk including 3 agent-specific). Risk-adjusted prioritization with composite × risk multiplier. Selection Brief with ROI calculator including error-inclusive baseline and health check.
📊

Use Case Discovery & Prioritization Workbook

Excel Workbook · v1

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Details

TypePrioritization Framework
Stage1 — Justify & Scope
FormatExcel Workbook
Versionv1
LicensePersonal Use
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