AINeedsPlanner: A Workbook to Support Effective Collaboration Between AI Experts and Clients

Clients often partner with AI experts to develop AI applications tailored to their needs. In these partnerships, careful planning and clear communication are critical, as inaccurate or incomplete specifications can result in misaligned model characteristics, expensive reworks, and potential friction between collaborators. Unfortunately, given the complexity of requirements ranging from functionality, data, and governance, effective guidelines for collaborative specification of requirements in client-AI expert collaborations are missing. In this work, we introduce AINeedsPlanner, a workbook that AI experts and clients can use to facilitate effective interchange of clear specifications. The workbook is based on (1) an interview of 10 completed AI application project teams, which identifies and characterizes steps in AI application planning and (2) a study with 12 AI experts, which defines a taxonomy of AI experts’ information needs and dimensions that affect the information needs. Finally, we demonstrate the workbook’s utility with two case studies in real-world settings.