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Part 01 of 0522 minutes

Find the work before buying seats

Turn “we should use AI” into one job, one owner, and a reason to try.

The decision in this part

Which recurring task is worth changing first—and which tempting task should wait?

The working route

Four moves, in order

  1. 01

    Name the queue

    Find repeat work with a visible start and finish.

  2. 02

    See the current result

    Sample time, rework, delays, and quality.

  3. 03

    Choose a safe slice

    Start with a draft or recommendation a person can reject.

  4. 04

    Name the owner

    Put one business manager in charge of the outcome.

01

A license is access, not a changed process

A company can give everyone an assistant and still have the same late reports, repeated customer questions, and overfull review queues. The software is present. The work has not been redesigned. An employee may try a few prompts, discover that the assistant cannot reach the right source or that nobody knows whether its answer is safe to use, and return to the old method.

Start with a job people can point to. “Prepare the weekly supplier exception summary” is better than “increase AI productivity.” The first has source records, a due date, a reviewer, and a finished output. The second can produce a training attendance chart without improving anything. Ask the team to show you the last five completed examples. The awkward parts usually become visible within minutes.

Do not make the first pilot a task where a wrong answer moves money, changes a clinical record, or sends a binding promise. Start in draft-only mode when you can: the assistant suggests; a qualified person checks and decides. That is enough to learn whether the tool helps, and it keeps the first experiment reversible.

Questions to put on the table

  • What arrives, how often, and from whom?
  • Who checks the output today? What do they correct?
  • What happens when the work is late or wrong?
  • Which source records may the assistant use, and who owns them?
02

Pick work with a repeatable test

A good starting task has several examples, a clear definition of “good enough,” and at least one person willing to compare the old and new methods. It need not be glamorous. A service manager might choose first-draft answers for routine warranty questions. A finance lead might choose a variance explanation that still goes to an accountant. A plant supervisor might choose a maintenance handoff summary, not an automated maintenance decision.

Write down the baseline before the team sees an AI demo. Take a small, ordinary sample—perhaps ten recent cases—and record elapsed time, hands-on time, corrections, and whether the recipient had to come back. The sample is not a company-wide statistic. It is a starting point you can compare honestly with the next ten cases.

The sponsor should be the manager who owns the queue and can change it. Information technology can provide access and security; it cannot decide whether a revised supplier summary is operationally useful. A senior executive can clear time and budget, but the working owner must stay close enough to see errors and change the process.

03

Say no to the attractive but unready use case

A high-volume task may still be a poor first choice if its source documents are contradictory, its owners disagree on the correct answer, or a mistake is hard to reverse. Fixing the source or approval path may be the first project. That is progress, not an admission that AI failed.

Before any purchase, make a one-page candidate list. Rank each job by recurring volume, pain, clarity of a correct answer, consequence of error, access to approved data, and willingness of the owner to test. You do not need a mathematically precise weighted score. A short explanation for each choice is more useful than decimal points.

Published example · What it does and does not show

What an early rollout exposed

What was reported

Presidio, a digital-services company, initially gave Microsoft 365 Copilot to 300 employees across several functions. Its reported adoption was about 60%. After more than 60 training videos and a place to share practical examples, Presidio says adoption exceeded 90%.

What to take from it

The useful lesson is not that every firm needs 60 videos. Access alone left a substantial group behind; role-specific help and examples mattered.

What it does not prove

This is a Microsoft customer story and Presidio-reported result, not an independent experiment. It does not isolate training from other changes.

Read the primary source: Microsoft customer story: Presidio (December 2024)

Constructed teaching example

A small first move at Harbor Supply

Constructed example: Harbor Supply has 14 account managers who prepare renewal briefs by copying notes from three systems. Some briefs take 20 minutes; others take an hour.

What the team does

The sales operations manager collects ten recent briefs, records correction time, and chooses one category of straightforward renewals. An approved assistant drafts a brief from permitted records. The account manager checks sources and edits before anything reaches a customer.

What they learn

The first week does not decide the return on investment. It shows whether the source records are usable, whether reviewers trust the draft, and which errors recur. A bad source match pauses the trial.

Your work product · 35 minutes

Make your first decision today

  1. 01Ask one manager for three recurring queues their team dislikes.
  2. 02Choose one queue and inspect five recent finished examples.
  3. 03Record a rough baseline for time, corrections, and customer or employee effect.
  4. 04Write one sentence naming the owner, the task, the permitted data, and the review step.

Leave with

A one-page workflow candidate brief that the manager can approve or reject.

Stop if

If nobody owns the output or can define a bad result, do not buy seats for this use yet.

Ready-to-copy worksheet

Copy this candidate brief

Use the prompts below in a document or meeting note. Fill them with real work; the suggested text is not evidence about your organization.

Job and frequency
What arrives? How many times each week?
Current method
Who does it and how long does a normal case take?
Failure cost
What goes wrong when it is late or inaccurate?
Approved input
Which records may the assistant see?
Human decision
Who checks, rejects, and sends the final output?
First test
Which ten ordinary cases will you compare?
This guide teaches organizational adoption. For tool access, sensitive data, and approval design, continue with the AI security course. For a detailed financial test, use the AI return-on-investment calculator after you have a baseline.