What This Session Is
- A conversation
- Practical and specific to your team
- Grounded in today's AI — not hype, not speculation
Where Is AI Right Now —
and Where Does It Fit for Your Team?
AI Discovery Workshop · 60 Minutes
Three Outcomes for Today
01
You leave feeling AI is real, relevant, and achievable, — not overwhelming or irrelevant
02
A clearer picture of where AI fits in your day-to-day work
03
A concrete idea of where to start with everyone having at least one idea they can't wait to try
THE AI LANDSCAPE TODAY
AI is a capable junior colleague. You are the manager.
AI is not a genius. Not a robot replacement.
Think of AI as a very fast, very well-read team member who has never worked in your industry before. It needs good direction. It makes mistakes. But it can handle enormous amounts of research, drafting, summarizing, and organizing.
The sweet spot
clear, bounded tasks
THE AI LANDSCAPE TODAY
AI doesn't replace your team.
It multiplies it.
Imagine you suddenly had a dozen capable junior team members. What changes?
What would you do more of?
Work you do well but never have enough time for
What would you start doing?
Projects you've always wanted but never had the bandwidth
Where could this go?
The version of your work that becomes possible when capacity isn't the constraint
THE AI LANDSCAPE TODAY
Small teams have the advantage
10 team members
× 5hrs saved per person, per week
= >1 FTE reclaimed — without the headcount
Fewer legacy systems. More flexibility. Faster decisions.
THE AI LANDSCAPE TODAY
The risk is waiting. The barrier is knowing where to start.
1
Most AI tools are inexpensive or free to try
2
The real cost is opportunity cost — competitors building faster and doing more with less
3
You don't need a big AI strategy before you start. You need one good use case.
Where AI Falls Short (Today)
Here's where the limits are.
Final decisions requiring deep industry judgment or regulatory nuance
Relationship-driven work — sales, stakeholder management, community trust
Tasks where the inputs are messy, unstructured, or undocumented
Anything where accuracy is life-or-death with no human review
The pattern
AI excels at high-volume, time-consuming, rule-governed tasks. It's weak at deep contextual judgment and trusted human relationships. This is your highest value contribution area -- everything else you should consider for AI augmentation.
LIVE DEMO
The Queryable Document Repository
The Scenario
You've got a question about a grant or contract. Instead of digging through a 60-page PDF — they just ask.
What You'll See
A plain-English question → an instant, accurate answer pulled from real documents
Key Takeaway
Any team member can query your documents in plain English. No training required.
Example implementation: slackbot or teams bot for easy access
LIVE DEMO
The Project Intelligence Hub
The Scenario
A new employee is getting up to speed, or maybe the CEO needs to update the board.
Under five minutes to know what moved, what's stuck, and what needs a decision.
What You'll See
An interactive agent that combs through and digests messy data for you.
What you don't see:
the central repository of heterogenous project information.
Key Takeaway
Most teams lose institutional knowledge to inboxes and side conversations.
The Hub takes messy and invisible and turns it into digested and accessible.
Field Journal → Board-Ready Summary in 5 min
LET'S TALK ABOUT YOUR TEAM
Where Does AI Fit for Your Team?
1
What repetitive tasks do you do where you think "there has to be a better way?"
2
If AI gave you 5 hours back per week, what would you do with them?
3
What documents or deliverables does your team produce over and over, from scratch?
4
If you could fix or speed up one thing by end of quarter, what would it be?
WHERE DO YOU STAND?
AI Readiness Snapshot
For each category, consider: where is your team on this spectrum?
| Category | Starter | Intermediate | Advanced |
|---|---|---|---|
| Leadership & Culture | Leaders openly curious about AI? | Leadership has set AI direction? | AI experiments celebrated? |
| Current Tool Usage | Using AI tools personally? | AI tools in workflow today? | Team training on AI tools? |
| Data & Documentation | Key info documented & accessible? | Processes in written form? | AI could query your documents? |
| Process Visibility | Team knows each other's workflows? | Handoffs clearly defined? | Biggest time drains identified? |
| Risk & Trust | Comfortable sharing work context with AI? | Concerns about accuracy addressed? | Data sensitivity mapped? |
Most teams at your stage land in Starter to early Intermediate — and that's exactly the right place to be. The quick wins are real, accessible, and don't require massive change management.
AI
REALITY CHECK
2026 is a year of change — The question isn't whether AI belongs in your business. It's where to start.
SUSTAINING MOMENTUM
Making AI Stick
The first win is easy. Sustaining the habit is where most teams stop.
- Cultivate AI curiosity - it's a teachable skill Make "could AI help here?" a normal question, not a special initiative.
- Make wins visible A Slack channel, a standing meeting item — when someone tries something, everyone hears about it.
- Empower your champions Give your 1–2 enthusiasts permission and time to experiment. They'll pull the rest of the team along.
- Organize knowledge for AI access Your information is AI's raw material — the more organized it is, the more useful AI becomes.
NEXT STEP
AI Readiness Assessment
A focused deep dive with your team. We map your highest-value use cases, prioritize them, and give you a concrete starting point.
2–3 week engagement
Prioritized AI roadmap specific to your industry
Designed to pay for itself in the first tool we build together
Let's find 20 minutes this week to talk about what this looks like.
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