AI Visibility Board Pack Template
Template ini mengubah data AI Visibility menjadi informasi yang dapat digunakan direksi. Board pack tidak berisi daftar panjang schema, prompt, atau URL tanpa konteks. Fokusnya adalah perubahan material, risiko bisnis, competitor movement, progress, evidence confidence, dan keputusan yang diperlukan.
Cover information
- Reporting period.
- Entity, market, language, and AI surface coverage.
- Prepared by, reviewed by, and data owner.
- Version, confidentiality classification, and distribution list.
1. Executive summary
Ringkasan satu halaman menjawab:
- Apa yang berubah sejak periode sebelumnya?
- Risiko bisnis apa yang material?
- Kompetitor atau source movement apa yang perlu diperhatikan?
- Apa yang sudah diselesaikan dan apa yang tertunda?
- Keputusan apa yang dibutuhkan dari direksi?
2. Strategic scorecard
| Dimension | Current status | Movement | Confidence | Evidence | Owner |
|---|---|---|---|---|---|
| Representation | Apakah perusahaan dijelaskan secara akurat | Up / Flat / Down | High / Medium / Low | Observation records | Corporate / Marketing |
| Visibility | Coverage pada query yang dapat diukur | Up / Flat / Down | High / Medium / Low | Query register | Digital owner |
| Authority | Reason dan source yang mendukung recommendation | Up / Flat / Down | High / Medium / Low | Citation map | Corporate communication |
| Evidence | Claim-to-evidence coverage | Up / Flat / Down | High / Medium / Low | Evidence Hub | Evidence owner |
| Risk | Misinformation, wrong entity, outdated source | Up / Flat / Down | High / Medium / Low | Incident register | Risk / Legal |
| Implementation | Milestone and acceptance status | On track / At risk / Delayed | Confirmed | Change log | Program owner |
| Commercial signal | Shortlist, inquiry, sales feedback | Up / Flat / Down | High / Medium / Low | Sales feedback | Commercial owner |
| Governance | Owner, cadence, escalation, boundary | Complete / Partial | Confirmed | Decision log | Executive sponsor |
3. Material incidents
Setiap incident mencatat Incident ID, date detected, query, engine, wrong statement, affected entity, source, business risk, severity, containment, correction owner, target date, status, and residual risk.
Incident dianggap material jika menyangkut legal entity, ownership, leadership, regulated claim, safety, financial information, impersonation, high-reach recommendation, or repeated misinformation.
4. Progress against plan
| Milestone | Owner | Due date | Status | Dependency | Acceptance evidence |
|---|---|---|---|---|---|
| Example milestone | Named owner | Date | Not started / In progress / Complete / Blocked | Data, legal, content, engineering, vendor | URL, report, change log, approval |
5. Evidence and confidence
- Observed: directly recorded.
- Confirmed: verified by responsible owner or source.
- Inferred: interpretation based on available evidence.
- Unverified: claim requires additional validation.
- Not measurable: valid measurement was not possible.
Provider failure is reported separately and is not counted as absence.
6. Commercial signals
- Shortlist appearance in recommendation context.
- Qualified inquiry referencing AI or recommendation source.
- Sales feedback on buyer questions.
- Decision-stage query coverage.
- Competitor displacement or new competitor entry.
- AI referral or source traffic when measurable.
Commercial signal does not automatically prove revenue causality.
7. Decisions required
| Decision ID | Decision | Why now | Options | Risk of delay | Budget / resource | Decision owner |
|---|---|---|---|---|---|---|
| DEC-001 | Example decision | Material change or deadline | Approve / Defer / Reject / Request evidence | Business impact | Required amount or team | Board or executive |
8. Decision log
Keputusan, rationale, owner, date, condition, and follow-up disimpan agar perubahan strategi dapat ditelusuri. Keputusan lama tidak dihapus saat arah berubah.
9. Risk escalation rules
- Critical: legal identity, ownership, safety, regulated misinformation, impersonation, or major reputational exposure.
- High: repeated wrong positioning, material competitor displacement, source conflict, or high-value procurement impact.
- Medium: incomplete description, localized inconsistency, or limited citation gap.
- Low: cosmetic variation without material decision impact.
10. Appendix
Appendix dapat memuat query register, raw evidence references, screenshot index, citation map, competitor table, implementation log, and limitation. Board pack utama tetap ringkas.
Reporting governance
Direksi menetapkan executive sponsor, evidence owner, data owner, cadence, escalation threshold, confidentiality, and decision authority. Report disusun berdasarkan AI Visibility Measurement Framework dan dapat disampaikan melalui AI Visibility Reporting.
Status dan Batas Evidence
Evidence ini harus menjelaskan apa yang benar-benar diamati, apa yang belum dapat disimpulkan, dan sumber mana yang memungkinkan pembaca melakukan pemeriksaan. Evidence tidak boleh mengubah rencana pengujian menjadi klaim hasil.
Field minimum
- Evidence atau Observation ID.
- Scope, query, engine, tanggal, dan session type.
- Raw answer, screenshot, dataset, atau implementation reference.
- Status OBSERVED, NOT OBSERVED, NOT MEASURABLE, PROVIDER FAILURE, EMPTY OUTPUT, RETRIEVAL FAILURE, atau NEEDS HUMAN REVIEW.
- Interpretation, confidence, reviewer, dan limitation.