AI Agent Design Worksheet : A structured way to design your first enterprise AI agent

A step-by-step guide that takes you from “we have an AI idea” to an agent design that’s ready to build. Whether you’re aligning stakeholders, planning a pilot, or preparing for a technical handoff, it works for any enterprise use case and gets everyone on the same page before you build. 

Worksheet highlights  

1. Define Your Use Case   

Narrow the scope to one agent, one job. This alone saves weeks of back-and-forth between business and tech teams. 

2. Design the Agent  

Guided prompts walk you through all 7 design principles: who owns it, what triggers it, what actions it takes, where it stops, what it escalates, what it remembers, and how you’ll measure success.  

3. Check If You’re Ready to Build  

A 11-point readiness check gives you a clear verdict: hand it off to your technical team, or go back and resolve what’s missing.  

Complete it with your process owner in 30 minutes and walk out with a design that’s scoped, structured, and ready to execute.