| Goal |
Discover, educate and build a shared understanding of AI |
Define use cases and guardrails; frame opportunities and how AI can be adopted responsibly |
Readiness and Roadmap: Prepare leaders and staff to take action with confidence |
| Activities |
Stakeholder interviews, AI overview workshops (current capabilities, trends, myths vs. reality), tool and capabilities assessment |
Use case workshops by role; risk/benefit analysis of each use case (data, compliance, CX); drafting of AI guardrails and ethical guidelines |
Change-readiness assessment (skills, mindsets, communication needs); Leadership training on AI coaching and adoption; AI roadmap creation |
| Deliverables |
Stakeholder summary of perceptions, concerns and readiness; 101-level education; SWOT analysis; maturity baseline |
Prioritized use case map with benefit summary; AI guardrails document (trust, transparency, escalation paths, agent empowerment); change impact summary (tech, process, people) |
Readiness assessment report; AI enablement plan (learning path by role); AI adoption roadmap (6-36 months) |
| Benefits |
Builds trust and buy-in across roles; reveals existing AI capabilities and gaps in your systems and tech stack |
Identifies where AI can drive real value by role / function; aligns leadership; establishes clear boundaries for responsible AI use |
Turns insights into guidance; targeted planning for communication and enablement; aligns stakeholders around realistic next steps |