# AI Investment Receipt

Aeon AI Risk Management | https://airiskmanagement.ca/training

Free starter worksheet adapted from The AI Investment File.
This is a concise working aid, not the full book or a verbatim book appendix.
Version: 2026-09-06. Use and adapt within your organization.

## How to use

Work on one defined decision or workflow. Record unknowns explicitly.
Link evidence and identify its age and limits. Keep sensitive information in approved systems.
A completed field is not evidence that a control works, and a completed sheet is not approval or certification.

## 1. Decision, sponsor, owner, date, and review date

Response:

Evidence or source (including date and limits):

Owner and next action:

## 2. Result: target business outcome and current baseline

Response:

Evidence or source (including date and limits):

Owner and next action:

## 3. Economics: build, run, integration, verification, and recovery costs

Response:

Evidence or source (including date and limits):

Owner and next action:

## 4. Capability and control: task boundary, human authority, and limits

Response:

Evidence or source (including date and limits):

Owner and next action:

## 5. Evidence: source, date, test conditions, limitations, and gaps

Response:

Evidence or source (including date and limits):

Owner and next action:

## 6. Information: data needed, permitted use, access, and retention

Response:

Evidence or source (including date and limits):

Owner and next action:

## 7. People, process, permissions: owners, workflow changes, and approvals

Response:

Evidence or source (including date and limits):

Owner and next action:

## 8. Tracking: outcome measures, review cadence, and accountable reviewer

Response:

Evidence or source (including date and limits):

Owner and next action:

## 9. Stop or scale: thresholds, next decision, and unresolved conditions

Response:

Evidence or source (including date and limits):

Owner and next action:

## Review and next decision

Reviewer:
Review date:
Open gaps:
Decision requested:
Decision owner:
Next review or expiry:

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