A 5-Step Operating Plan for Your Next AI Pilot
Leaders need to plan for the work AI creates alongside the work it removes.
When companies call me
AI Is Moving Faster than Your Strategy
Your teams are already using AI, and new tools arrive every month. What's missing is a shared view of where AI should change the business, and someone accountable for getting there.
What's Usually Going On
- Pilots without a portfolio. Teams run their own experiments, but no one decides which ones matter to the strategy, so effort spreads thin and little scales.
- A strategy written for an earlier cost of work. The plan still assumes the old cost and pace of getting work done. Leaders sense it, but no one has been asked to rewrite it.
- No owner above the functions. IT owns the tools, HR owns the training and the business units own the results. Nobody owns the whole change.
How I Help
Assess
A Load Line™ assessment shows where leadership, strategy, workforce and operating model are ready for AI and where they will hold it back. Three to four weeks.
Plan
We agree on a short list of AI priorities tied to the strategy, each with an owner, a budget and a measure.
Lead
As a fractional executive, I run the plan alongside your CEO, sequencing the work, clearing blockers and keeping leaders aligned.
Hand Off
Once the work is moving, every priority has a named owner on your team, and I step back.
What You'll Have by Day 90
- A written view, agreed by your leadership team, of where AI fits in the strategy and where it doesn't.
- Your current pilots sorted into scale, stop or rethink, with the reasons written down.
- One accountable owner for the change and a monthly review on the calendar.
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What's Your Company Working Through?
Share a little about the decision, challenge, or change ahead. We can start there.