AI Playbook Workshop
Give your team a shared way to use AI.
A working session built around your team's tasks, with clear review expectations and one practical pilot to take forward.
The facts
- Fixed fee
- remote package, agreed in writing
- 3 hours
- one remote session
- Up to 10
- participants
- 2 weeks
- including preparation and follow-up
Sponsor intake, preparation using two of your workflows, the session, written decisions, and a 30-minute sponsor follow-up. Works for a marketing team of three as well as ten; at a smaller company the founder often joins. Larger groups, multiple cohorts, and on-site delivery are quoted separately.
Use this when
- Your marketing team is under pressure to use AI and everyone is using it a different way.
- There are no shared rules about what may be drafted, checked, or sent.
- You need agreement on what should not be automated yet, on the record.
- You want one realistic pilot with a named owner rather than a training deck.
You leave with
Your team’s AI playbook: written rules for how AI may be used, one practical pilot with a named owner, a review date, an agreed definition of “done,” and a shared record of what shouldn’t be pursued yet.
The session, and what it leaves behind
Three hours, five parts, one pilot with a name on it.
- 30
How the team uses AI today
Everyone names one thing they use it for and one thing they stopped using it for. No judgment, all on the board.
- 45
Workflow opportunities
Walk the two example workflows from preparation. Mark where AI could assist, where it shouldn't, and where the process needs simplifying first.
- 45
Data and review decisions
What can go into a tool, what can't, and who checks output before it counts. Written as rules the team agrees to, not a policy handed down.
- 45
Pilot selection
Score the candidates on effort, risk, and who'd notice if it worked. Choose one. Just one.
- 15
Ownership and next steps
A named pilot owner, a review date, and what "done" looks like at that date.
Pilot scorecard · sample
| Candidate | Effort | Risk | Noticed |
|---|---|---|---|
| Meeting notes to action list | Low | Low | Some |
| Weekly report first draft | Low | Low | Yes |
| Customer reply drafting | Med | High | Yes |
- Pilot
- Weekly report first draft, marketing ops
- Owner
- [Named at the session]
- Review
- A person edits every draft before it's sent. Track edits for four weeks.
- Revisit
- Four weeks from today, 30 minutes, sponsor and owner.
Who's in the room
Built for a team, not an audience.
A good fit
- A marketing team where AI use has spread unevenly.
- People disagree about what's allowed, or nobody's said.
- You want one pilot that gets finished, not six that get started.
What you leave with
- Written decisions on what goes into tools and who reviews output.
- One pilot with a named owner and a review date.
- A 30-minute sponsor follow-up to check it's moving.
What it isn't
- A completed company-wide AI policy.
- A production build. The pilot is run by your team, with the tools you have.
- A lecture. If nobody in the room has to decide something, it's the wrong format.
Two weeks
Before, during, after.
The session is three hours. The preparation is what makes those hours about your work instead of AI in general.
| When | What I do | What you do |
|---|---|---|
| Week one | Sponsor intake call. Review two example workflows you send. Tune the agenda and the scorecard to them. | 45-minute intake. Pick two workflows and send a rough description of each. Confirm the participant list. |
| Session | Facilitate the three hours. Capture decisions as they're made, in the team's words. | Show up with cameras on and the two workflows fresh in mind. Decide things. |
| Week two | Send the written decisions and action summary within two business days. Run the 30-minute sponsor follow-up. | Sponsor reviews the summary and confirms the pilot owner has the time. Pilot starts. |
Week one
What I doSponsor intake call. Review two example workflows you send. Tune the agenda and the scorecard to them.What you do45-minute intake. Pick two workflows and send a rough description of each. Confirm the participant list.Session
What I doFacilitate the three hours. Capture decisions as they're made, in the team's words.What you doShow up with cameras on and the two workflows fresh in mind. Decide things.Week two
What I doSend the written decisions and action summary within two business days. Run the 30-minute sponsor follow-up.What you doSponsor reviews the summary and confirms the pilot owner has the time. Pilot starts.
How it's run
Decisions on the board, not slides on the screen.
Most of the three hours is the team talking about its own work while I ask what happens next, who checks it, and what would make them stop using it. I bring structure and questions. The team brings the answers.
The outcome is a working agreement and a pilot plan the team wrote themselves. That's why it sticks.
In their words
“Allison brings a natural ability to notice what's NOT being said, and ask the right questions to get more input from the team. She helps everyone feel more comfortable and like their voice can be heard. Her intuition and ability to connect the dots then help us move from discussion to decisions.”
Excerpts from 2025-2026 company award submissions
Before you book
Common questions.
Can we bring more than ten people?
Yes, as a second cohort or a larger-group quote. Past ten, people stop deciding and start watching, so I'd rather run it twice.
Do we need to have tools already?
No. Whatever the team has access to is enough for the pilot. Tool selection isn't the point of the session; how people work with what they have is.
Can you run it on site?
Yes, quoted separately with travel. The standard package is remote.
What happens after the pilot review date?
That’s yours to decide. If the pilot worked and you want it built properly, the Design Sprint is the next step. If you want a standing second opinion, Advisory.
Bring the team that's using AI six different ways. We'll work out whether one session would get them to one.
Free introductory conversation. No preparation required.
