Toolkit · PDF + Docs

AI Adoption Starter Kit

Guardrails, prompts, and a simple 30-day pilot framework to bring AI into your team without chaos or gimmicks.

$79

Instant digital download. Use it to run focused AI pilots that support—rather than disrupt—your people and operations.

What this starter kit helps you do

AI is showing up in every vendor pitch and leadership offsite—but most teams don’t have a grounded, people-centered way to start. This kit gives you a practical frame so AI is tied to real work, not hype:

  • • Clarify your “why” for AI and connect it to strategy and operations.
  • • Set guardrails that protect your people, brand, and data.
  • • Identify 2–3 specific use cases that actually save time or improve decisions.
  • • Design a 30-day pilot you can run with a small team—then scale what works.
  • • Communicate the change so staff feel informed, not replaced.

What’s inside the AI Adoption Starter Kit

The kit is built so a director, VP, or senior manager can lead a thoughtful first wave of AI adoption without needing a huge consulting engagement.

1. AI Purpose & Guardrails Brief (PDF)

A short, plain-language template to define why you’re using AI, what it will and won’t be used for, and how it connects to your strategy and values.

2. Use-Case Brainstorm & Prioritization Sheet (PDF + optional Sheets)

A structured worksheet to list potential use cases (e.g., drafting communications, summarizing reports, guest feedback analysis), then score them on impact, risk, and readiness so you know where to start.

3. 30-Day Pilot Plan Template (PDF)

A simple, one-page plan to scope who’s involved, what tools you’re testing, what “good” looks like, and what you’ll measure at the end of the pilot.

4. AI Prompt Starter Pack for Leaders (PDF)

A starter set of prompts tailored for operations, HR, and leadership tasks—designed to be copy/pasted into tools like ChatGPT, with space to add your own context.

5. Staff Communication & FAQ Template (PDF)

A communication framework to explain what you’re piloting, how it affects day-to-day work, and how staff can raise concerns or ideas.

How to use this kit with your team

  1. Clarify your “why.” Use the Purpose & Guardrails Brief to align your leadership team on why you’re exploring AI now.
  2. Brainstorm use cases. In a 60–90 minute working session, use the Use-Case Sheet to surface the best pilot candidates.
  3. Pick one pilot. Choose a single use case for your first 30-day pilot—something contained but meaningful.
  4. Build the pilot plan. Fill in the 30-Day Pilot Plan Template with scope, roles, tools, and success metrics.
  5. Prep your prompts. Adapt the Prompt Starter Pack for your context, then test them with your pilot team.
  6. Communicate clearly. Use the Communication & FAQ Template to bring staff along and reduce anxiety.
  7. Review and decide. At the end of 30 days, review what worked, what didn’t, and whether to scale, adjust, or sunset the pilot.

Want help designing your first AI pilot?

We can use a short consult to map your current culture and change load, then shape an AI pilot that fits your reality—not a generic playbook.