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niceley.ai · intake deliverable

Private AI intake plan

A useful intake ends with this information written down. The plan belongs to the buyer whether or not the implementation proceeds.

The day-one job

One real task, representative inputs, desired output, and the person responsible.

Data boundary

Data classes in scope, what must stay local, retention, and every permitted exception.

Quality floor

Examples of a passing answer, a failing answer, and the required human review.

Model and retrieval

Candidate model, why it fits, document sources, and when cloud quality is still needed.

Agent boundaries

Allowed reads/actions, approval gates, blocked paths, and the action-receipt location.

Hardware

Existing or dedicated machine, memory/storage assumptions, quoted-at-cost parts, and ownership.

Acceptance

Unplug test workflow, response-time target, backup check, training, and runbook handoff.

Scope

Milestones, dependencies, exclusions, schedule, setup price, and optional monthly care.

Owner: ____________________

Prepared by: _______________

Date/version: _______________

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