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A practical guide for technical buyers

How to evaluate
an AI specialist.

Before hiring an AI SME, engineer or architect, ask them to show how they turn a requirement into a result that can be tested.

By Phil Steadman · AI PhD researcher, technical scrum master and IT engineer · 17 September 2026

Start with a small, representative problem

Give candidates the same non-sensitive scenario, the same constraints and a clear time limit. Agree any paid assessment in advance. A worked example should reveal their reasoning and practical contribution.

For example, ask how they would help staff find answers in an approved set of internal documents. Use synthetic documents for the assessment. Describe who will use the system, which sources are permitted, what must remain private and what happens when the answer is missing.

1. Clarify the ask

Ask what they need to know before selecting a tool. Look for questions about users, the current workflow, the cost of errors, available data and the intended outcome.

Evidence to request: a short problem statement, assumptions and reasons an AI solution might or might not fit.

2. Explain their own contribution

Request a walkthrough of a relevant example. Ask which parts they designed, implemented or tested, what failed and what changed as a result.

Evidence to request: a permitted demonstration, a sanitised design or an explanation of test results. Respect client confidentiality.

3. Define observable tests

Ask how they would evaluate correct answers, unsupported answers, missing information and attempts to retrieve information a user cannot access.

Evidence to request: test cases, expected behaviour and a plan to record failures. A fluent answer alone does not establish correctness.

Use a task recipe to expose assumptions

My approach is to make the task explicit: role, context, approved inputs, constraints, expected output, acceptance tests and a definition of done. This makes a proposed AI workflow easier to challenge and repeat.

In the document example, a recipe should specify that answers are grounded in the approved sources, access permissions apply to retrieval, and the system must acknowledge missing evidence. The implementation still needs testing; writing the instruction is only one part of the work.

Ask how they handle a failed test

A useful technical discussion examines the failure, considers possible causes, changes one part of the approach and reruns relevant tests. Ask how they prevent the fix from breaking previously correct behaviour and how they record unresolved limitations.

Example acceptance checks ILLUSTRATIVE
Supported answer
The response identifies the source passage that supports its claim.
Missing information
The system acknowledges that the approved sources do not answer the question.
Access boundary
A user cannot retrieve a document they are not permitted to read.
Changed source
The evaluation includes updated documents and checks for stale answers.
Definition of done
Agreed tests pass, limitations are recorded and the responsible owner accepts the handover.

Assess the role you actually need

An AI SME may advise on feasibility and evaluation. An engineer needs to implement and integrate. An architect needs to explain decisions across systems and operating constraints. Assess the person's ability against the responsibilities of the proposed role.

For a delivery team, also identify who owns testing, deployment, access approval and ongoing support. Make these responsibilities explicit in the brief.

Compare AI specialist and team engagement options →

Before agreeing the engagement

  • Define the deliverables and acceptance process.
  • Confirm named people, availability and supervision.
  • Agree data access, approved tools and operating constraints.
  • Identify dependencies, exclusions and change control.
  • Plan documentation, handover and support.

These questions form a starting framework for assessment; the checks must be adapted to the actual risk and intended use.

Need help defining or assessing a role?

Share a non-sensitive outline of your requirement. We can discuss a suitable role brief, assessment approach or delivery team.

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