Where AI Fits: a finished example

Step 1

Tell it about your organization and team

The more the AI knows, the more specific its advice gets. Answer what you can. The questions marked required are the minimum.

1Your organization

What kind of organization is it? Required

Organization name optional

Field or industry

What does the organization do, and who does it serve?

How many people work there?

2Your team

Which team?

How many people are on the team? Required

Roles on the teamThis tells the AI who does what, so each task lands with the right person.

What is the team responsible for? Required

Who does the team serve?

When are the team's busiest times of year?

3Tools and information

Which AI tools can the team use at work? RequiredNot sure? Try signing in to chatgpt.com, claude.ai, copilot.cloud.microsoft, or gemini.google.com with your work email, or ask IT which ones are approved.

What software does the team use every day?

Does your organization have an AI policy?

What sensitive information does the team handle?This shapes the guardrails. Pick all that apply.

4What you want from AI

How much does the team use AI today?

What would make the next 90 days a success?

What worries you most about AI?

5The numbers behind the estimate

These turn hours saved into dollars. If you're not sure, the starting numbers work, or work them out below.

Cost of an hour of the team's time

$

Hours each person works in a week

Working weeks in a year

Step 2

Walk through your team's week

These questions pull out the details the AI needs. Answer at least four, in a few sentences each, with real numbers where you have them. Talking works great: press Windows + H on a PC, or your dictation shortcut on a Mac.

Your tasks

Open each task to check its details. The dots show how complete each one is, and more detail means more specific advice and guides.

Add a common task

Step 3

Where AI fits

The AI looks at each task: how much of it AI can take on, which of your tools fits best, how easy it is to start, and what could go wrong. Open any task for a step-by-step guide.

Step 4

Your 90-day plan

A plan sized for a team with full workloads: ground rules and quick wins first, then saved assistants, then a look at what worked.

Step 5

Share it with leadership

Download the report as a Word file you can edit. It includes every guide you've opened. Or copy a short email that makes the case.

Want help making the plan happen?

I've trained more than 1,500 professionals to use AI at work. I run hands-on trainings and workshops for teams, built around the tasks in a plan like this one. If you'd like help with the first 30 days, reach out.

prioraity.io