What’s allowed
Approved tools and appropriate uses, with clear ownership.
Learning & resources
Examples & resources
Good guidance.
Made concrete.
Illustrative examples of the workflows and deliverables that make AI guidance tangible. These examples use fictional content and are not client results. Each connects a useful outcome with review, ownership, and safeguards.
WORKED EXAMPLE · FICTIONAL DATAFrom meeting notes
From meeting notes
to a useful action plan.
This example shows how meeting notes become a useful action plan: separate decisions from discussion, identify owners, and have a person check the draft.
Read the sample input
Fictional notes: Jordan will prepare the volunteer schedule by Friday. The team discussed a new newsletter but made no decision. Sam will check the venue quote before next Tuesday.
Review-ready draft
- Jordan → prepare volunteer schedule → Friday
- Sam → check venue quote → next Tuesday
- Newsletter → discussion only; decision pending
Human check: confirm names, dates, permissions, and whether each item was agreed before sharing.
A policy people can use.
SAMPLE POLICY OUTLINEWhat stays protected
Data classification, access, and rules for sensitive information.
Who checks
Human review, escalation, and reporting a concern.
A focused first 90 days.
Understand
Days 1–30
Find existing tool use. Identify data exposure. Choose a worthwhile pilot and an accountable owner.
Try
Days 31–60
Test a bounded workflow with approved data and a defined human review step.
Decide
Days 61–90
Review quality, effort, cost, and risk. Improve, expand, or stop based on evidence.
What would a useful example look like for you?
Bring a challenge, an idea, or a question. Bill will help you think through the right fit.
An AI Champion’s working kit.
SAMPLE WORKING KITExperiment brief
Problem, approved data, chosen tool, human reviewer, and success criteria.
Review checklist
Accuracy, permissions, sensitive data, and actions requiring approval.
Learning log
What worked, what failed, what changed, and what needs leadership guidance.