Before the Meeting:
- Block 45-60 minutes
- Let the team know the goal: "We're going to map one of our workflows and explore where AI might help us work better."
- Prepare a shared doc or whiteboard
During the Meeting:
1. Frame the Session (5 minutes)
Say this: "We're going to spend the next 45 minutes mapping how we currently do [workflow]. The goal isn't to criticize how we work. It's to get clear on the process, identify where it's breaking down, and explore where AI might create leverage."
Set one ground rule: "There are no bad ideas in this session. We're exploring, not committing."
2. Map the Current Workflow (15 minutes)
Ask the team: "What triggers this workflow? What happens next? Walk me through the steps." Write them on the whiteboard. Listen for where people say "This takes forever."
3. Identify One Leverage Point (10 minutes)
Ask: "If we could make ONE step in this process 10x faster or easier, which step would have the biggest impact?" Let people vote or discuss.
4. Brainstorm Where AI Could Fit (10 minutes)
Ask: "At this step, what could AI do that would help us? Not replace us. Help us."
5. Redesign Together (10 minutes)
Rewrite the steps on the whiteboard with AI embedded at the leverage point.
6. Close and Commit (5 minutes)
Say: "This is a prototype, not a policy. Let's try this new version once and see what happens."
⚡ Quick tips
Pick ONE leverage point. Don't try to embed AI everywhere. Ask "Where could AI make us faster?" not "What could AI replace?" Test once, then refine.