Building an Evidence-Gated AI Portfolio
LDR-P01 · Practitioner level · ~120 min
Capabilities
- C2Problem Framing and Use-Case Judgment
- C5Evaluation and Quality Assurance
- C6Responsible, Secure, and Appropriate Use
Source
- NIST-AI-RMF
Profiles: leader
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Activity: Three-Lens Classifier
Classify each system with the three lenses. When information is missing, choose "Cannot determine" and note what you would need. Then reveal the suggested answers and check your automation-vs-AI calls.
| System | How it operates | What it does | Where it sits |
|---|---|---|---|
| Mail merge | |||
| Spam filter | |||
| Recommendation engine | |||
| Chatbot | |||
| Rules-based approval | |||
| Tool-using agent |
Activity: AI Landscape Map
Pick one AI product you use or have observed. Fill in the eight dimensions. Then export your map — it becomes the core of your checkpoint submission.
Activity: Task Scorer
List up to ten recurring tasks. Score each 1–5 on potential value (would AI plausibly improve the net result?), risk (consequence of error, data sensitivity), and verification effort (cost to confirm the output is right). Reject at least two tasks — an honest rejection is part of the method, not a failure.
Scoring: 1 = very low · 3 = moderate · 5 = very high. For verification effort, 5 means it would cost a lot to check the output.
| Task | Value (1–5) | Risk (1–5) | Verification effort (1–5) | Decision |
|---|---|---|---|---|
The three lenses — look at any system through all three
How it operates
Rules someone wrote, patterns learned from data, or a hybrid.
What it does
The action: predict, classify, detect, recommend, generate, retrieve, act.
Where it sits
The layer: model, data source, application, connected tool, workflow, human checkpoint.
One chat box can hide all three at once. Separate them before judging the system.
Worked example — "The AI answered the ticket" is five components
Classify
request type
Retrieve
policy doc
Draft
reply
Route
rules
Human
checkpoint
Five different components, each a place where incorrect data or weak oversight can cause harm. The sentence hides all of them.
The equation that decides
Low verification cost → good first use
Summarizing your own notes. You already know what's right — checking is cheap.
High verification cost → avoid first
Summarizing unfamiliar legal terms. You'd have to verify every claim — the checking is the real work.
An unpleasant task is not automatically an AI-suitable task. Run the equation first.
Review · flashcard
Flip each card, say the answer out loud first, then check.
Your takeaway card — what to keep from this module
- 1balance horizons and risk, allocate staged investment, define evidence gates, manage dependencies, and stop weak initiatives.
- 2Group initiatives as explore, validate, pilot, scale, operate, or retire.
- 3Fund the next uncertainty reduction, not the entire imagined future.
- 4Require evidence appropriate to each gate: problem evidence, feasibility, controlled performance, workflow impact, adoption, then sustained value.
- 5Deliverable: Create an AI Portfolio Board with stages, evidence, funding, owner, dependency, risk, and next decision.
Try it yourself · Apply LDR-P01 — do the real task
This experiment takes the LDR-P01 Apply step into your own work with the AI tools you actually have.
Pick your tool (to confirm what's available — the method works with any)
Tip: open ChatGPT (free) (chatgpt.com — free tier, no login needed for most use) in a new tab to begin.
Do the task the current way — no AI. Time it, and note errors or rework. This is your baseline.
Now produce the LDR-P01 deliverable with your AI tool. Use a real prompt with your goal, context, and constraints.
Here is my task: Create an AI Portfolio Board with stages, evidence, funding, owner, dependency, risk, and next decision.. My goal is [goal]. Context: [what the AI needs to know]. Constraints: [limits, format, tone, length]. Produce the deliverable, and tell me where you are not certain.
Verify the AI output using the module's evaluation criteria: Check portfolio balance, explicit gates, kill criteria, capacity, dependency, and evidence-based continuation. Time the verification.
Compare baseline vs AI honestly. Run: net value = benefit − (setup + review + correction + tool + switching).
Record what you observed