Your AI Initiative Playbook
Pick one. Plan it. Pitch it. The packet your supervisor (or your future self) actually needs.
- Time
- ~2 hr
- Lessons
- 0
- Exercises
- 0
- Level
- Basic
What you'll learn
- Choose between a personal-project track and a business-project track based on your real context.
- Pick one proven AI initiative from a research-backed catalog matched to your track.
- Map the current state of the process the initiative changes, using the M4 BPMN-lite framework.
- Define success metrics that survive a stakeholder reading them (or that hold yourself accountable).
- Name the transition you're walking through: what you're letting go of (Bridges 'Ending'), why this matters to you (ADKAR Desire), and who you're learning alongside (Kotter coalition at IC scale).
- Build a 1-2 page initiative packet: problem, approach, evidence, metrics, risks, transition plan, 30/60/90 rollout.
- Walk through pitching the packet (business track) or committing to the plan (personal track).
Description
Most AI training ends at "here's what AI can do." This module ends at "here's the initiative you're starting on Monday." You pick one of the proven AI initiatives in your context, plan it, and walk out with an artifact ready to use.
The module forks at lesson 5.1. Personal-project track is for solo workflows, side projects, freelance work, and individual productivity (no stakeholder approval needed). Business-project track is for workplace initiatives that need supervisor buy-in, ROI framing, and change-management thinking.
Each track has its own catalog of proven initiatives with real case studies and research citations: document triage, customer-email summarization, decision-memo first drafts, onboarding content authoring, personal study systems, household planning, freelance pipelines, and more. You pick one initiative, plan the current state, set success metrics, work out the risks, build the packet, and lay out the 30/60/90.
Lessons