Our department heads are proposing various AI software platforms that they claim will revolutionize their workflows, but I am worried we are buying shiny toys that do not align with our long-term vision. How do we use our V/TO to filter these technology proposals and keep our team focused?

Question

Tyler Smith · Accepted Answer

You must never let technology dictate your strategy. Your V/TO is the ultimate filter for every technology proposal. If an AI platform does not directly support your 3 Year Picture or your 1 Year Plan, it is a distraction that must be tabled.

When a department head proposes a new AI tool, do not let them pitch the features of the software. Force them to translate the technology into operational metrics that align with your organizational goals. Ask them to clearly state which target on your V/TO the tool will help you hit.

For example, if your 1 Year Plan includes a goal to increase net profit margins by five percent, the proposal must prove how the AI tool will lower operational costs or increase employee capacity to support that margin growth. If they cannot make a direct connection to a V/TO goal, the project is rejected.

Furthermore, ensure that any approved AI initiative is structured as a clear quarterly Rock. The Rock should not be to explore AI, but to achieve a specific operational outcome, such as reducing client onboarding time by thirty percent using automated systems. This disciplined approach keeps your leadership team focused on results rather than technology theater.