ConceptFoundationalAI Opportunity & Model Strategy / Feasibility assessment and technical spikes / #1
What is a technical spike and how do you scope one for an AI feature?
SPARKtwo clean substations, and the other thirty eight never got a vote
Fenwick Grid Analytics builds GridPulse, which reads a utility's sensor readings and decades of handwritten maintenance notes to flag which transformers are likely to fail soon. Nomvula Dlamini is the AI PM who has to decide, before any of it gets built for real, whether a weekend demo on three tidy substations means anything at all.
The direct answer
A technical spike is a short, throwaway piece of work built to answer exactly one question about whether an AI idea can work, not to ship anything. Scope it with four things stated before you write a line of code: the one question, the one number that kills the idea if you miss it, a deadline measured in days, and a written list of what you will not touch. For GridPulse, the spike was never "can we build the model." It was "can it catch real failures in the substations with the oldest, messiest logs, not just the three clean ones from the demo." If you cannot say your kill number before day one, you are not scoping a spike, you are prototyping with no deadline.
Do this, in order
Write down the one question and the kill number before touching any code.Why: without a stated bar, any result looks like enough of a reason to keep going.
Build the test set from the hardest real cases, not the demo's best three.Why: the demo already proved the easy case works. The spike exists to find where it breaks.
Put a date on the calendar, in days, before you start.Why: an open-ended spike quietly turns into the real build, with none of the real build's rigor.
Write down what the spike will not touch: no UI, no integrations, no edge case handling.Why: scope creep during a spike is the single fastest way to stop having a spike.
Share the kill or go bar with your team before anyone sees the result.Why: deciding the bar after seeing the number is how every spike quietly passes.
Know when a feature is simple enough that it needs no spike at all.Why: shows judgment about where the extra rigor earns its cost, not fear applied everywhere the same.
How to answer this, stage by stage
Nobody is scoring whether you know the dictionary definition of "spike." They are scoring whether you can name the one number that would have stopped a bad build before it started.
Stage 1
Scope it to one real system
Say it like this
"Let's ground this in GridPulse, which flags failing transformers for Fenwick Grid Analytics. That's the system where a great-looking demo and a workable product turned out to be two very different claims."
Why this works
Keeps the answer from turning into a dictionary definition with nothing real behind it.
Stage 2
Say the structure out loud
Say it like this
"I'll run this as SPARK. Situation, how the job gets done today. Payoff, the habit I want to build. Anchor, the one concrete decision. Risk, what breaks the first time it's wrong. Keep out, what I won't build yet."
Why this works
Signals a repeatable way to scope any spike, not a one-off story about transformers.
Stage 3
Reframe: it isn't "can we build it," it's "where does it break first"
Say it like this
"The question was never whether GridPulse could produce a risk score. Three clean substations already proved it could. The real question was whether that score still meant anything on the oldest, worst-kept logs, the ones the model would actually be judged on."
Why this works
This is where a strong answer separates from someone who just says "we ran a proof of concept."
Stage 4
Give the anchor, the one concrete scoping decision
Say it like this
"Here's the anchor: two weeks, one test set of 60 substations built from real records, one kill number, catch at least 80 percent of the 22 known past failures, tested specifically on the oldest quarter of the logs. Nothing else gets built until that number exists."
Why this works
This is the direct answer to the question, stated concretely enough to argue with.
Stage 5
Prove it with the compressed evidence
Say it like this
"On the recent, cleanly digitized quarter of logs, GridPulse caught 93 percent of known failures. On the oldest quarter, handwritten notes from before 1990, it caught 38 percent. Same model, same demo weekend, one number that would have stayed hidden without the spike."
Why this works
Compresses the whole argument into the one number the demo never tested.
Stage 6
Close on the one line
Say it like this
"A spike isn't a small version of the build. It's the one test that decides whether the build should happen at all, scoped tight enough to fail fast and cheap instead of slow and expensive."
Why this works
Restates the direct answer in one breath, tying the whole answer back together.
Let's learn
Knowledge spark: what is a technical spike, really?
A spike is a small, deliberately disposable piece of work built to answer one risky question fast, before anyone commits real months to it. It is not a smaller version of the product. Most of it gets thrown away on purpose.
Say we build a tool that reads a utility's sensor data and forty years of handwritten maintenance notes, and scores each of its 40 substations by how likely a transformer is to fail in the next 90 days.
Before GridPulse, a crew supervisor spent about 3 hours a week paging through paper logs across all 40 substations, ranking them for early inspection mostly by a fixed five-year rotation and memory of which ones "always give trouble." A demo weekend on three of the newest, best-digitized substations made GridPulse look obviously right, matching what the supervisor already suspected in all three cases.
This is the whole ranking system GridPulse is meant to replace: a folder, a rotation, and one supervisor's memory.
Here's the turn: the extra mistakes on old logs are not really the problem. The problem is that Nomvula was ready to greenlight a six-month build straight off that one clean weekend, before anyone had tested whether GridPulse works on the substations that actually matter most, the old ones nobody has properly inspected in years.
GridPulse catch rate on 22 known failures, by log era
Same model, same 22 known failures. The gap only shows up once you split the test set by how the notes were kept.
At its worst, GridPulse ships after only the clean-log validation, marks an old, poorly-logged substation "low risk," and that transformer fails anyway, an outage that reaches 14,000 customers for six hours. The whole predictive-maintenance program gets shelved afterward, not because the idea was wrong, but because nobody scoped a real test of where it was weakest.
The demo never lied. It just never asked the one question that mattered.
The choice I would take back
Early on, Nomvula let the excitement of the demo weekend set the scope instead of writing down a kill number first. "Let's see what the model can do" felt like momentum at the time, and it was, right up until a number nobody had agreed on in advance became the reason to keep building anyway.
What I would leave alone: a simple rule like flagging any substation with no inspection in 25 years needs no spike at all. That is a lookup, not a probabilistic judgment call, and testing it like one wastes the two weeks that matter more elsewhere.
The lesson: a demo proves a model can do the easy version of the job. A spike is the only thing that tells you what happens on the version of the job you'll actually be judged on.
Now here is the same thing as a story
The short version above is what you'd say scoping the spike in a planning meeting. Read this one for what it felt like the week Nomvula almost skipped that meeting entirely.
Nomvula Dlamini has spent four years turning Fenwick's field data into things a control room can actually act on. She can tell a genuine sensor anomaly from a wiring glitch by the shape of the graph alone.
The demo weekend went well, better than well. Three substations, all recently digitized, all ranked by GridPulse in an order that matched exactly what the crew supervisor already believed. The room was ready to greenlight the real build on the spot.
Not every AI idea needs two weeks of doubt. This one, sitting in the expensive, unsure corner, clearly did.
Thaddeus Vrba, a field ops supervisor who has walked every one of the 40 substations himself, leaned over during the celebration and said, "you're about to spend six months proving what any lineman could've told you about those three in an afternoon. What about the other thirty seven?"
Knowledge spark: why would a model behave differently on older records?
Older maintenance notes were handwritten, abbreviated, and often only partly legible after scanning. A model reading digitized text can silently misread or drop details in exactly those notes, the same way a person skimming a smudged page might miss the one line that mattered.
That one remark reset the scope. Instead of a six-month build, Nomvula proposed two weeks: freeze a real test set of 60 substations, the 22 with a known past failure plus 38 without one, spanning logs from 1979 to 2024, and name the one number that would decide anything.
Four things, decided before day one. Everything else about the spike falls out of these.
The kill number: catch at least 80 percent of the 22 known failures inside the top fifth of flagged substations, tested specifically on the oldest quarter of the records, not averaged across all of them.
Ten working days, each with one job. No day was left open for "and also let's just keep building."
By day four, the number on the clean quarter looked exactly like the demo: 93 percent. By day eight, the number on the oldest quarter came back at 38 percent, and it was clear the model was reading right past the exact abbreviations that showed up only in decades-old notes.
Catch rate by substation log era, four quartiles
Not a cliff at one point. A steady slide, and the demo weekend only ever stood on the leftmost dot.
The real question was never whether GridPulse could rank three good substations correctly. It was whether "it works" had ever meant "it works on the records we'll actually be judged on," and the two weeks were the only thing that told the difference.
The spike didn't kill GridPulse. It killed the plan to build it before fixing the old-log pipeline first.
When the demo first landed, someone said, "let's just move fast and build the real thing, we can tune the details later," and it sounded reasonable, since three for three looked like more than enough proof.
The demo was never the finish line. It was step one of five, and the middle three were the only ones anyone had skipped.
Rerun that celebration with the two-week spike already scoped: the 38 percent number surfaces on day eight, at a cost of about 18,000 dollars and two people's time, instead of surfacing eight months and 420,000 dollars into a full build, after an outage had already made the decision for everyone.
What I'd tell myself, hearing Thaddeus's question land in that room: a great demo is real evidence of exactly one thing, that the model can do the easy version. It was never evidence about the version that would actually matter.
SPARK, the five letters that scope a spikeNot a script for distrusting every promising demo. SPARK is what tells you exactly which case the demo never tested.
S
Situation. How does the job get done today, without you?
A crew supervisor spends 3 hours a week ranking 40 substations from paper logs and a fixed five-year rotation.
One person, one real task, not a segment called "utility operators."
P
Payoff. What habit do you want this to build?
Stop ranking substations by rotation and memory alone, and start trusting a risk score enough to act on it early.
The habit, not the hours saved, is the actual product being shipped.
A
Anchor. The one design decision everything hangs on.
Two weeks, one 60-substation test set, one kill number: catch 80 percent of known failures on the oldest quarter of logs specifically.
This is the hardest step, and the one that turns "let's see what it can do" into an actual answer.
R
Risk. What breaks the first time you're wrong?
GridPulse silently misreads abbreviations unique to decades-old notes, marking a genuinely at-risk old substation as safe.
Naming this risk before building is what makes the spike's test set exactly the right shape.
K
Keep out. What you won't build on day one.
No control room interface, no live sensor integration, no handling for substations added after the freeze date.
Naming what's deliberately out of scope is what keeps two weeks from quietly becoming six months.
The recap, one line per letter: situation is a supervisor's manual rotation, payoff is trusting a risk score enough to act early, anchor is the two-week, 80-percent-on-old-logs kill number, risk is silent misreads on old abbreviations, and keep out is everything past the model itself.
And if you want to be sure it really works, try it somewhere elseSame five letters, a veterinary clinic instead of a power grid. The record-keeping problem barely changes shape.
Dr. Ilse Vantongeren runs product for Bright Paw Veterinary Group, testing GaitCheck, a tool meant to flag likely lameness in dogs from a short phone video of them walking. Mapped onto SPARK: situation is a vet tech watching a dog walk across the room and judging gait by eye, in about 90 seconds per visit. Payoff is catching subtle early lameness the eye tends to miss on a busy day, before it worsens. Anchor is a two-week spike scoped to one kill number: matching a specialist's lameness grade on 50 real recorded visits, across dogs of very different sizes and coat lengths, not just the golden retrievers used in the demo clip. Risk is the model reading a low, wide-set dog's normal gait as lameness, since its training clips leaned toward taller breeds. Keep out is any in-app video capture guidance or breed-specific tuning, both left for after the spike answers the one question.
A different profession, the same missing slice: the cases the demo never happened to include.
Swap the trigger and it still runs.
Speed: an interviewer caps you at sixty seconds. Say "one question, one kill number, a deadline in days, a list of what we skip," and stop.
Cost: no budget for a full two weeks. Say so honestly, and scope three days against 15 hard real cases rather than skip the spike entirely.
The demo really was strong, for real: if the spike confirms the number holds even on the hardest cases, that's a genuine green light, and saying so plainly is what makes the method trustworthy rather than reflexive doubt.
Where people run it wrong.
They let a great demo set the scope for the real build, skipping the spike entirely.
They build the test set from whatever data was easiest to pull, not the cases most likely to break the model.
They decide the kill number after seeing the result, which means no result ever actually kills anything.
How to use it live. The moment you're asked to scope a spike, ask yourself: what's the one case the demo never actually tested? Build the golden set from that case first, name the number that would kill the idea, and the rest of the scope follows on its own.
Flashcards (tap any card to flip it)
1 · THE FRAMEWORK
What framework fits a "design/scope this" question, and what's its one-line job?
Tap to flip
ANSWER
SPARK: design against the failure before you build. Situation, Payoff, Anchor, Risk, Keep out.
2 · THE PERSON
Who is this answer about?
Tap to flip
ANSWER
Nomvula Dlamini, the AI PM at Fenwick Grid Analytics, who scoped GridPulse's spike after a colleague questioned a too-perfect demo.
3 · THE HABIT
What habit does a good spike build in a team, that a great demo alone does not?
Tap to flip
ANSWER
Deciding the kill number before seeing any result, instead of deciding after the fact whether a result was "good enough."
4 · THE ANCHOR
What was the one concrete scoping decision (the anchor) in this story?
Tap to flip
ANSWER
Two weeks, a 60-substation golden set, and one kill number: catch 80 percent of known failures specifically on the oldest quarter of the logs.
5 · THE OLD DECISION
What decision would you take back?
Tap to flip
ANSWER
Letting the excitement of a clean demo weekend set the scope for a six-month build, instead of writing the kill number down first.
6 · THE NUMBER
Fill in the blank: GridPulse caught ___ percent of known failures on recent logs, versus ___ percent on logs from before 1990.
Tap to flip
ANSWER
93 percent versus 38 percent.
7 · THE RISK CAUGHT
What did the two-week spike catch that the demo weekend could not have?
Tap to flip
ANSWER
That catch rate slides steadily as log age increases, from 93 percent down to 38 percent, at a cost of about $18,000 and two weeks, instead of surfacing after a $420,000, six-month build.
8 · CROSS PRODUCT TRANSFER
Section 4 runs SPARK again for a different product. Which one, and what's the anchor there?
Tap to flip
ANSWER
Bright Paw Veterinary Group's GaitCheck. The anchor is a two-week spike testing lameness detection across dog builds the demo clip never showed, not just tall, narrow breeds.
Check yourself Score: 0 / 0
Multiple choice
1. Why did GridPulse's catch rate drop so much on the oldest logs?
A. The sensors on older substations were broken.
B. Decades-old handwritten notes used abbreviations and phrasing the model read past, so it missed details a person would have caught.
C. The crew supervisor stopped filing reports for old substations.
D. Fenwick changed which substations counted as "known failures."
Show hint
Look at the knowledge spark about why models behave differently on older records.
Show answer
B. The model silently misread the abbreviations and phrasing unique to decades-old notes, the same failure a person skimming a smudged page might make.
Fill in the blank
2. Fill in the blank: a technical spike is scoped by naming the one ___, the one ___ that kills the idea, a deadline in ___, and what you will not build.
Show hint
Look at the direct answer.
Show answer
Question; number; days. All four have to be stated before day one, or the spike has no way to actually end.
True or false
3. True or false: the point of GridPulse's spike was to prove the model could produce a risk score at all.
True
False
Show hint
Look at Stage 3, the reframe.
Show answer
False. The demo weekend already proved that. The spike existed to test whether the score held up on the substations that actually mattered.
Short answer, where it wouldn't matter
4. Name a kind of AI feature decision that would NOT need a two-week spike, and say why.
Show hint
Look at "what I would leave alone."
Show answer
Model answer: A simple rule, like flagging any substation with no inspection in 25 years. That's a lookup with a known, deterministic answer, not a probabilistic judgment call worth testing like one.
Short answer, apply it yourself
5. Think of an AI feature idea you've seen demoed well. What's the hardest real case that demo never actually included?
Show hint
Think about who or what was conveniently absent from the clean example.
Show answer
Model answer: A resume-screening demo run only on well-formatted, native-English resumes never tested resumes with nonstandard formatting or a second language, which is exactly where screening tools tend to fail quietly.
Short answer, work the number
6. If the kill number had been set at catching 60 percent instead of 80 percent on the oldest logs, would the spike's 38 percent result still have killed the six-month build?
Show hint
Compare the actual result to the alternate bar.
Show answer
Model answer: Yes. 38 percent still falls well short of even a 60 percent bar, so the build still would have been paused, just with less room to argue the bar was set unfairly high.
Before you close the answer
Why this works
Tests whether you scope a spike around the case most likely to break the idea, or let a strong demo talk you into skipping that test entirely.
Follow-up traps
"Isn't two weeks just an arbitrary number?" Response: the number that matters is the kill bar, not the calendar length. Two weeks is what it took to freeze a real 60-record test set and get a clean answer; a different feature might need three days or three weeks, the discipline is naming the number before starting, not the exact length.
"What if the team disagrees on what the kill number should be?" Response: that disagreement is worth having before the spike starts, not after, since it's really a disagreement about how much risk the launch can absorb, which is a product call, not a modeling one.
If pressed
The 60-record golden set got rebuilt after the spike into a standing regression set, re-run on every future model or prompt change to GridPulse, specifically so the old-log weakness never gets silently reintroduced by a later "improvement."
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