Principles of AI · Unit 3: AI in the World · Problem 3.3.1

The Problem: AI Guidance for a Real Client

📝 In-Class Problem · Teams
8 in-class days. Your client, the constraints, what you hand in, and the rubric are below.

🤝 Your Client

Real client? If your teacher arranged one, use what they tell you and skip the practice card below. The deliverable and rubric are the same. Practice client? Enter your team code. Your teacher may give you one, or you can make one up. The same code always gives the same client.

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Working with a real client? Questions to ask them
  • Your teacher arranges the client, and a guardian or school staff member knows about every meeting. Never contact a stranger you only know online.
  • What does the organization do, who works there, and what does a normal week look like?
  • Which tasks take the most time? What happens if each one goes wrong, and who looks at it today?
  • Is a tool already in use, or being considered? What does the vendor promise? What have they actually seen it do?
  • What information is private (customers, students, families, children), and what does the client's own rule say about it?
  • Ask permission to use what they tell you in class. Leave out names and anything confidential. Your teacher reads your guide before anything is shared with the client.

🧰Tools You Already Have

from the rest of the unit
FromWhat you can use
3.2.1 Substitute or complement?The four questions (Routine or judgment, How costly is a mistake, Does it depend on trust, Who checks the AI's work) give a level: 1 AI does it, 2 AI drafts, a person reviews each, 3 AI assists, a person decides, 4 A person does it. Two stop signs: a hard-to-undo mistake means level 2 at least, and no one checking means level 3 at least.
3.2.2 Talent stackFour strands (Make, Know, Connect, Steer), and the difference between a claim and evidence.
3.2.3 Task X-ray prepThe camera test for tasks, interview questions that get true answers, and the safe-interview rules.
3.2.4 Task X-ray reportReach and gap: can versus should. Name your evidence, mark guesses as guesses, and say what you don't know.
3.1.2 Data footprintAsk what a tool collects, who else sees it, and what should never go in.

Automate, assist, human: automate is level 1, assist is levels 2 and 3, and keep human is level 4.

🔒Constraints

📋Deliverable: What You Hand In

Your AI use log for any chatbot you used during the problem goes in with your work. It's a separate sheet from the client's log above.

🗓️Eight-Day Plan

a guide, not a script
Day 1Meet your client. Read the card (or interview a real client). List what you know and what you'd need to ask.
Day 2Sort every task with the four questions. Give each a level and a reason.
Day 3Plan the checks: who looks, when, how. Decide the three rules and what data never goes in.
Day 4Failure points: at least three, with one that looks right but is wrong. Add the fallback and the off switch.
Day 5Draft the guide and the log. Run another team's guide on the test cards.
Day 6Revise from the peer test. Read the surprise. Decide what it changes.
Day 7Finish the guide and log. Practice the five-minute defense.
Day 8Present and answer questions.

🧪Peer Test Cards

open on Day 5

On Day 5 you test another team's guide. Pick their client here and use only their guide to decide what to do with each card. Don't open this for your own client before then. It's more useful to be surprised. With a real client, each team writes three cards for the team that tests them: a wrong answer that looks right, a tool that stops, and a request the tool shouldn't handle.

Open the cards

📊Grading Rubric: 100 pts

A starting point. Adjust weights to fit your class before assigning.

CategoryWeightExemplaryProficientDevelopingIncomplete
Task Decisions25 ptsEvery task has a level (1 to 4) with a reason drawn from the four questions and the client's own facts. Stop signs are applied. At least one task is kept with a person and at least one is given to the tool, and each choice could be defended.Every task has a level and a reason, but a reason is thin or doesn't use the client's facts, or a stop sign is missed.Levels are given without reasons, or most reasons are “it's easier.”Tasks aren't sorted.
Checking & Failure Plan20 ptsEach check says who looks, when and how, and fits the client's time. At least three failure points, including one that looks right but is wrong, each with how it's noticed, what happens next, and who can switch the tool off and how to restart.Checks and three failure points are present, but a check is vague (“someone will look”) or the quiet failure is missing.One or two failure points, or no fallback.No failure analysis.
AI-Use Guide & Log15 ptsA busy staff member could follow the guide in plain language on two pages or fewer, with three rules and the data that never goes in. The log fits the client, has three sample entries, and says when to review it and what would change a rule.Usable, with some jargon or a log that's generic.Hard to follow, or the log is missing key columns.No guide or no log.
Peer Test & Revision10 ptsAnother team ran the guide on three cards and recorded where it helped and where they were stuck. The team made at least two real changes and recorded what changed and why.Test done and one real change recorded.Test done, but changes are cosmetic or unrecorded.No peer test.
Evidence & Honesty15 ptsUses the client's facts, marks assumptions and guesses as guesses, and states what the team doesn't know. Promises nothing about the future or about anyone's job. No private data is pasted into a chatbot, and every chatbot use is in the AI use log.Mostly honest, with one assumption left unmarked or a claim that goes a little past the evidence.Claims about the tool or the future that nothing supports.Private data shared with a chatbot, or an AI use log is hidden or missing.
Presentation & Defense15 ptsClear in five minutes. Every member speaks. Answers questions with reasons, names the hardest decision, and says what would make the team change the guide.Clear, but one member carries it or an answer has no reason.Reads the guide aloud and struggles with questions.Not presented.

📎Team Workbook

One workbook holds the decision table, the client's log, the failure-point sheet, the peer-test record and the presentation outline.

⬇ PDF📄 Google Doc (make a copy)
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📝 Problem 3.3.1 · Unit 3 of 3 · 11 Weeks