An invitation to align on how we build our AI advantage.

AI is no longer a future state, it is our baseline. Our edge will come from applying it to our context with clarity and purpose. This short questionnaire helps leadership shape a simple, sustainable framework for our teams.

Before we begin.

A few quick details so we can attribute insights and follow up where helpful.

Full Name *

Work Email *

Role or Department

Your responses are shared only with the internal team driving this initiative. We will follow up with a summary of findings and proposed next steps.

The Current Reality.

The tool landscape is moving fast. Our goal is to ensure teams feel equipped and empowered rather than overwhelmed.

Question 01

How would you describe our organization's current relationship with new AI tools?

Fragmented. Pockets of high use, but mostly isolated experiments with little sharing. Overwhelmed. Team members are anxious about falling behind but unsure where to start safely. Cautious. Waiting for top-down direction before exploring new efficiencies. Optimized. We have a clear, shared understanding of what tools to use and when. Other. Describe in your own words.

Question 02 · Priority Ranking

As the market shifts from "one tool for everything" to specialized applications, rank the following needs in order of priority for us.

Drag to reorder. The top item is your highest priority.

1
A simple, accessible list of approved, safe tools for daily workflows.
2
A clear feedback loop for teams to request or share new tools they discover.
3
Baseline training on how to prompt and interact with AI effectively.
4
Establishing what work must remain entirely human-led.

Another priority worth considering?

What hidden opportunities do you think we are missing because we don't currently have a centralized way to share AI discoveries and workflows internally?

Finding Our Clean Corner.

Rather than integrating AI everywhere at once, we have an opportunity to start in a clean corner of the room. A fixed, easily verified knowledge base before expanding outward.

Question 03 · Priority Ranking

Where would AI create the most undeniable value for our teams? Rank these areas from highest to lowest impact.

Drag to reorder. The top item is where we should pilot first.

1
Internal Knowledge Retrieval. Chatting with our own onboarding materials, SOPs, and historical data.
2
Content Generation. Drafting communications, reports, or marketing materials.
3
Data Analysis. Summarizing large reports, spreadsheets, or meeting transcripts.
4
Workflow Automation. Connecting existing apps to eliminate repetitive administrative tasks.

Another area worth piloting?

Question 04

A key principle of sustainable AI use is reinvesting saved time into maintaining the system. How should we approach time AI saves us in this initial phase?

Reinvest a small portion of saved time (e.g. during team off-sites) strictly into reviewing and updating the AI's core knowledge base. Treat the saved time purely as a capacity increase for taking on new projects. Use the saved time exclusively for human-led tasks like strategy, empathy-driven client work, and relationship building. Other. Describe in your own words.

If we were to pick one clean corner of the business to pilot an internal, highly reliable AI assistant, what specific department, document set, or workflow would be the safest and most impactful test ground?

The Proposed Framework.

The Proposal

Avoid boiling the ocean. Start small with a highly controlled, localized AI pointed only at our approved, fixed knowledge base. Pair it with a curated list of tools for specific tasks and a simple feedback mechanism for teams to suggest new ones. Time saved is partially reinvested into human review of that knowledge base to maintain pristine accuracy.

Question 05

What is your initial reaction to this "start small, fixed knowledge" approach as our foundational framework?

Strongly Agree. It provides a safe, manageable launching point for department heads. Agree, with minor adjustments. I worry about execution or technical setup. Disagree, too slow. We are losing ground to competitors by not deploying faster. Disagree, too restrictive. Teams need freedom to experiment with whatever tools they find.

Question 06 · Priority Ranking

If we implement a centralized approved tools list, rank the features of the feedback loop from most to least critical.

Drag to reorder. The top item matters most.

1
Speed. A rapid approval or denial process for new tool requests.
2
Transparency. Clear explanations of why a tool is or isn't approved.
3
Collaboration. A space where team members can share how they are using the approved tools effectively.

Another feature worth including?

The goal of this proposal is to build confidence and manage AI dread through a simple, reliable system. Please poke holes in this strategy. What are the blind spots, and how might it fail to meet the actual needs of our department heads?

Thank you.

Your responses have been recorded. We will compile the findings and circulate a summary along with proposed next steps within the week.