Templates

Assessment, Communication, and Retrospective

Copy-paste these templates into your specs, issues, or documents. They work with any PM tool, any workflow, any team. No special software required — the framework is the tool.

HAI Assessment Template

Evaluate any work item with the full HAI assessment. Covers work mode, involvement, size, spec quality, risk, and confidence.

What's included

In-progress assessment block (copy into any spec or issue)
Field guide with definitions and examples for each dimension
Reassessment trigger checklist
Inline vs standalone usage guidance

Preview

## HAI Assessment

**Work Item**: [Title]
**Date**: [YYYY-MM-DD]
**Phase**: Request / Research / Specification / Implementation / Review / Complete

### Assessment
- **Work Mode**: AI / Human & AI / Human
- **Involvement**: Light / Engaged / Intensive
- **Size**: S / M / L / XL
- **Spec Quality**: High / Medium / Low
- **Risk**: Low / Medium / High
- **Confidence**: Low / Medium / High

### What's Needed
- **From humans**: [Specification, decisions, expertise, review]
- **From AI**: [Research, production, estimated resources]

Copy the template above into your workflow, or use the assessment block directly in your issues and specs.

Client Communication Template

Explain AI involvement to clients in plain language. Maps HAI dimensions to client-friendly sizing and descriptions.

What's included

Quote template with size, scope, price, and requirements
Plain language mappings (HAI terms to client-friendly phrases)
Change request acknowledgment templates
Phase update templates for ongoing work

Preview

This is a [Size] request. [Brief scope].

**What's involved:** [Plain-language description]
**What we need from you:** [Decisions, input, review]
**Price:** [Included / fixed quote]

We use AI tools to work faster. Humans direct the work,
make key decisions, and validate everything.

Copy the template above into your workflow, or use the assessment block directly in your issues and specs.

Retrospective Template

Review accuracy after delivery. The most valuable part of HAI — where specification skill compounds over time.

What's included

Final assessment comparison (initial vs actual)
Human contribution breakdown (direction, decisions, review)
AI contribution breakdown (tasks, resources, environmental)
Learnings section focused on spec quality improvement

Preview

## HAI Retrospective

**Work Item**: [Title]
**Completed**: [YYYY-MM-DD]

### Final Assessment
- **Work Mode**: [actual]
- **Involvement**: [actual]
- **Size**: [actual]
- **Spec Quality**: [retrospective — was the spec good enough?]

### Learnings
[What we'd do differently — especially about spec quality]

Copy the template above into your workflow, or use the assessment block directly in your issues and specs.

Integration Guide Template

Map HAI to your PM tool. Step-by-step setup instructions for custom fields in any project management tool.

What's included

Custom field definitions for all HAI dimensions
Label naming conventions
View/filter setup for HAI distribution reports
Workflow automation suggestions

Preview

## HAI Fields Setup

### Required Custom Fields
1. Work Mode (Select: AI / Human & AI / Human)
2. Involvement (Select: Light / Engaged / Intensive)
3. Size (Select: S / M / L / XL)
4. Spec Quality (Select: High / Medium / Low)

### Optional Fields
5. Risk (Select: Low / Medium / High)
6. Confidence (Select: Low / Medium / High)

Copy the template above into your workflow, or use the assessment block directly in your issues and specs.

Environmental Reference Table

Use these rough estimates in retrospectives to track resource awareness. The point is transparency, not accounting precision.

Scale	Tokens	Energy	Water	Equivalent
Small	~10K	~0.01 kWh	~5mL	LED bulb for 1 hour
Medium	~100K	~0.1 kWh	~50mL	Laptop for 2 hours
Large	~1M	~1 kWh	~0.5L	Desktop for a workday
Major	~10M	~10 kWh	~5L	Refrigerator for a day

Note

These templates are part of the HAI Framework (v2026.2.1) and are shared under the same open-source philosophy. Use them, adapt them, make them yours. The framework is the tool — no special software required.