Our team keeps proposing AI automation ideas that sound great but distract us from our core business focus. How do we filter these proposed AI initiatives through our V/TO to ensure they align with our 1-Year Plan instead of fracturing our focus?

Question

Tyler Smith · Accepted Answer

When a team gets excited about AI, they often start chasing shiny tools that distract them from their core focus. To prevent this operational fragmentation, you must use your V/TO as a filter for all proposed AI initiatives.

Your V/TO defines your niche, your target market, and your 1-Year Plan. Any new AI project must directly support these goals, or it does not get done.

When a team member proposes a new AI automation, do not ask how cool the technology is. Ask how it helps you achieve your current Rocks or your 1-Year Plan.

If you are trying to improve your gross margin as part of your annual goals, an AI tool that speeds up warehouse picking is a viable project. If you are trying to improve customer retention, an AI chatbot that distances you from your clients is a distraction.

Put every AI proposal on your IDS list during your quarterly planning sessions. Debate the issue by asking if the project supports your core focus and fits within your current capacity.

If the project does not align with your current V/TO goals, park it on your Issues list for the future. By maintaining this discipline, you protect your team from operational whiplash and ensure that every dollar spent on AI directly drives the company toward its long-term vision.