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CWA 18398 · assessment rubric

A.4 Product/Service Planning

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Level e-3

From role 1.2 Data Curation Lead · EQF EQF7

Plan and deliver AI-enabled products or services by analysing components, applying structured planning methods, managing resources, and ensuring compliance with relevant standards and legislation in guided, partially predictable contexts.

  1. 1.1 Identify and explain the components, current status, and target objectives of products and services, including AI-enabled elements, using product roadmaps and system specifications.

    Assessed by Evaluation of a product/service specification and roadmap analysis report, supported by oral questioning and peer review; assessed for correct identification of product/service components, current status, target objectives, AI-enabled elements, and alignment with system specifications.

  2. 1.2 Analyse and assess cost effectiveness, risks, opportunities, strengths, and weaknesses related to AI components in structured project or service planning scenarios.

    Assessed by Assessment of a risk, opportunity and cost-effectiveness matrix, combined with case study analysis and written justification; evaluated for completeness, logical assessment of strengths and weaknesses, feasibility of AI components, and quality of evidence-based reasoning.

  3. 1.3 Apply established methods and tools such as Gantt charts, workflow software, and AI project templates to develop structured product or service plans, including AI-specific timelines, milestones, and resource allocation.

    Assessed by Review of a structured AI product/service plan, including Gantt chart, workflow model, milestones, resource allocation and AI-specific dependencies; assessed using a rubric for planning coherence, feasibility, completeness and alignment with project or service objectives.

  4. 1.4 Ensure appropriate AI documentation, delivery specifications, and compliance by adhering to industry standards, regulatory frameworks, and internal quality guidelines.

    Assessed by Audit of an AI documentation, delivery specification and compliance package, using checklist verification and documented evidence evaluation; assessed for adherence to relevant standards, regulatory frameworks, internal quality guidelines and traceability of compliance decisions.

  5. 1.5 Communicate product or service plans and AI-related decisions effectively to team members and stakeholders using reports, presentations, or visual dashboards.

    Assessed by Assessment of stakeholder communication deliverables, including presentation, visual dashboard or planning report, with feedback from simulated stakeholders; evaluated for clarity, accuracy, audience appropriateness, and ability to explain AI-related planning decisions and implications.

From role 2.2 AI Product Designer · EQF EQF7

Plan and deliver AI-enabled products or services by analysing components, applying structured planning methods, managing resources, and ensuring compliance with relevant standards and legislation in guided, partially predictable contexts.

  1. 1.1 Identify and explain the components, current status, and target objectives of products and services, including AI-enabled elements, using product roadmaps and system specifications.

    Assessed by Evaluation of system specification report, oral questioning, and peer review, assessed for correct identification and explanation of product or service components, current status, target objectives, and AI-enabled elements using product roadmaps and system specifications.

  2. 1.2 Analyse and assess cost effectiveness, risks, opportunities, strengths, and weaknesses related to AI components in structured project or service planning scenarios.

    Assessed by Assessment of risk and cost assessment matrix, case study analysis, and written report, assessed for analysis of cost effectiveness, risks, opportunities, strengths, and weaknesses related to AI components in structured project or service planning scenarios.

  3. 1.3 Apply established methods and tools such as Gantt charts, workflow software, and AI project templates to develop structured product or service plans, including AI-specific timelines, milestones, and resource allocation.

    Assessed by Review of structured product/service plan and project plan submission, using rubric-based scoring of established methods and tools such as Gantt charts, workflow software, and AI project templates, including AI-specific timelines, milestones, and resource allocation.

  4. 1.4 Ensure appropriate AI documentation, delivery specifications, and compliance by adhering to industry standards, regulatory frameworks, and internal quality guidelines.

    Assessed by Audit of compliance and documentation package, checklist verification, and documented evidence evaluation, assessed for appropriate AI documentation, delivery specifications, and adherence to industry standards, regulatory frameworks, and internal quality guidelines.

  5. 1.5 Communicate product or service plans and AI-related decisions effectively to team members and stakeholders using reports, presentations, or visual dashboards.

    Assessed by Assessment of stakeholder communication deliverables, presentation evaluation, report grading, and feedback from simulated stakeholders, assessed for effective communication of product or service plans and AI-related decisions using reports, presentations, or visual dashboards.

Level e-4

From role 4.5 AI Product Manager · EQF EQF7

Strategically lead the development and management of AI-enabled products or services by critically evaluating complex scenarios, designing adaptive planning frameworks, coordinating multidisciplinary resources, and ensuring governance, compliance, and sustainability in unstructured, novel contexts.

  1. 2.1 Critically analyse and compare complex product or service scenarios, including AI-enabled solutions, using scenario simulations, multi-factor models, or cross-domain case studies.

    Assessed by Review of comparative scenario analysis report, scenario-based case study evaluation, and oral defence assessing critical comparison of complex AI-enabled product or service scenarios using simulations, multi-factor models, or cross-domain cases.

  2. 2.2 Evaluate and judge AI-related value, risks, governance, and compliance implications by assessing technical performance, organisational processes, and regulatory requirements.

    Assessed by Assessment of evaluation and governance report, rubric-based scoring, and peer/expert review assessing AI-related value, risks, governance, compliance, technical performance, organisational processes, and regulatory requirements.

  3. 2.3 Design, justify, and adapt integrated planning approaches for AI-enabled products and services, coordinating resources and stakeholders through project frameworks, workshops, and agile methods in novel or unstructured contexts.

    Assessed by Evaluation of integrated planning framework, submission review, and adaptive planning scenario exercises assessing design, justification, and adaptation of planning approaches for AI-enabled products and services.

  4. 2.4 Ensure sustainable portfolio management, change control, AI-specific documentation, and regulatory compliance by implementing governance processes, version tracking, and compliance audits across AI initiatives.

    Assessed by Review of portfolio and compliance documentation, audit simulation, and compliance checklist evaluation assessing sustainable portfolio management, change control, AI-specific documentation, and regulatory compliance.

  5. 2.5 Integrate emerging AI technologies and methodologies into strategic planning and service design by evaluating innovation potential and applicability in real-world contexts.

    Assessed by Assessment of innovation integration report, rubric-based scoring, and case study analysis evaluating integration of emerging AI technologies and methodologies into strategic planning and service design.

  6. 2.6 Mentor or guide team members and stakeholders in AI project execution and decision- making, fostering collaborative problem-solving in multidisciplinary environments.

    Assessed by Assessment of mentoring/knowledge transfer record, feedback from mentees, documentation review, and reflective report assessing guidance in AI project execution, decision-making, and collaborative problem-solving.

From role 4.7 AI Project Manager · EQF EQF7

Strategically lead the development and management of AI-enabled products or services by critically evaluating complex scenarios, designing adaptive planning frameworks, coordinating multidisciplinary resources, and ensuring governance, compliance, and sustainability in unstructured, novel contexts.

  1. 1.1 Critically analyse and compare complex product or service scenarios, including AI-enabled solutions, using scenario simulations, multi-factor models, or cross-domain case studies.

    Assessed by Review of comparative scenario analysis report, scenario-based case study evaluation, and oral defence assessing critical comparison of complex AI-enabled product or service scenarios using simulations, multi-factor models, or cross-domain case studies.

  2. 1.2 Evaluate and judge AI-related value, risks, governance, and compliance implications by assessing technical performance, organisational processes, and regulatory requirements.

    Assessed by Assessment of evaluation and governance report, rubric-based scoring, and peer/expert review assessing AI-related value, risks, governance, compliance, technical performance, organisational processes, and regulatory requirements.

  3. 1.3 Design, justify, and adapt integrated planning approaches for AI-enabled products and services, coordinating resources and stakeholders through project frameworks, workshops, and agile methods in novel or unstructured contexts.

    Assessed by Evaluation of integrated planning framework, submission review, and adaptive planning scenario exercises assessing design, justification, and adaptation of AI-enabled product or service planning approaches in novel or unstructured contexts.

  4. 1.4 Ensure sustainable portfolio management, change control, AI-specific documentation, and regulatory compliance by implementing governance processes, version tracking, and compliance audits across AI initiatives.

    Assessed by Review of portfolio and compliance documentation, audit simulation, and compliance checklist evaluation assessing sustainable portfolio management, change control, AI-specific documentation, governance processes, version tracking, and regulatory compliance.

  5. 1.5 Integrate emerging AI technologies and methodologies into strategic planning and service design by evaluating innovation potential and applicability in real-world contexts.

    Assessed by Assessment of innovation integration report, rubric-based scoring, and case study analysis of technology integration assessing innovation potential, applicability, and integration into strategic planning and service design.

  6. 1.6 Mentor or guide team members and stakeholders in AI project execution and decision- making, fostering collaborative problem-solving in multidisciplinary environments.

    Assessed by Assessment of mentoring/knowledge transfer record, feedback from mentees, documentation review, and reflective report assessing guidance in AI project execution, decision-making, and collaborative problem-solving.