Challenge a growth hypothesis against the metric tree
Use a documented metric hierarchy to question a proposed growth initiative before the team prioritizes it.
A FIELD GUIDE TO AI AT WORK
Management workflows
Explore practical AI workflows for management: inputs, implementation steps, human checks and downloadable skills to adapt to your team.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Build a presentation through outline, research, and review stages
Turn an analytical document into a coherent deck by separating story design, missing-evidence research, assembly, and quality review.
Draft updates for the right stakeholders
Use recent business discussions to identify who needs an update and tailor a draft to each person’s responsibilities.
Keep leadership commitments visible across projects
Maintain a working memory of projects, colleagues, and commitments. Use it to prepare a daily brief that highlights decisions waiting on the manager, dependencies, and useful follow-ups.
Rehearse stakeholder objections before a proposal meeting
Review a proposal through several stakeholder perspectives using known priorities and previous discussions. Use the simulated debate to uncover unanswered questions and improve the supporting evidence.
Review and rehearse difficult management conversations
A manager used meeting transcripts to examine their communication, challenge the assistant’s flattering responses, and practice better ways to handle similar situations.
Keep product decisions connected to meeting evidence
Connect preparation, meeting analysis and reasoning checks so each discussion updates the next product decision.
Compare franchise performance in an interactive dashboard
Bring franchise operating and financial data into a dashboard that can be explored by partner, territory, month, and year. Use an assistant to prepare the data joins and reporting interface.
Turn retrospective evidence into a prioritized improvement backlog
Connect feedback and exit interviews to proposed changes. Display impact and effort estimates so the team can choose a small set of improvements and turn them into assigned tasks.
Turn selected automation initiatives into a quarterly delivery plan
Convert a small set of prioritized processes into an implementation plan. Describe the current workflow, the proposed assistant role, human checkpoints, dependencies, and the evidence needed to judge progress.
Decide what to do next with an automation pilot
Use observed pilot runs to choose whether to improve the workflow, share it with colleagues, automate its execution, or keep it limited. Include the time spent checking and correcting outputs.
Keep a reviewable history of assistant decisions
Record the context, reasoning summaries, artifacts, and unresolved factual questions from important assistant work. Use the record to investigate mistakes and preserve reviewed lessons for later tasks.
Forecast delivery with an explicit confidence range
Use comparable completion history to communicate uncertainty about delivery.
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