Start with a recurring business outcome.
Choose an outcome people already care about: responding to an inquiry, completing a request, preparing a report. Name the owner of the work.
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Choose your first AI workflow.
Find a starting point the business can use, measure, and build on.
Download the working guide ↓For owners and team leaders
Walk one recent example.
Write down where the work started, which systems held the information, who touched it, and what happened next. Use the actual path, including the waiting.
Record the starting point.
Measure elapsed time, manual steps, mistakes, or missed handoffs. Use records where they exist. Mark anything you do not know as unknown.
Choose one bounded improvement.
Pick the smallest change that can improve the outcome. Define the information it needs and the decisions a person should keep.
Check whether it belongs in the workday.
Practice with normal requests, missing information, and an exception. Let the person who does the work decide whether the result is useful.
Review before expanding.
Compare the new process with the starting point. Use the evidence and team feedback to decide what to improve next.
Your working notes.
Use these prompts with your team. The downloadable guide includes the same worksheet.
- Business outcome:
- Process owner:
- Example request:
- Source systems:
- Current time or error rate and source:
- Proposed first improvement:
- Human decision boundary:
- How we will know it helped:
Build the company you want to run.
Start with your people, your processes, and where you want to go. See where AI can make a practical difference.
Schedule a strategy call