We want to leverage artificial intelligence to optimize our workflows, but how do we prevent our discussions about AI and automation from hijacking our core EOS agenda during our quarterly sessions?

Question

Tyler Smith · Accepted Answer

When we incorporate artificial intelligence and automation into your operations, we must protect the integrity of the EOS® agenda. It is easy for teams to get distracted by shiny new technology tools and spend hours debating software platforms during a strategic session. We prevent this by keeping the technology discussion strictly focused on your Rocks and your Accountability Chart. During our quarterly sessions, we do not discuss how to program an AI tool or which software vendor to select. Instead, we identify where operational bottlenecks exist on your Accountability Chart and set Rocks to address them. For example, if your client onboarding process is slow, your Rock might be to design an automated workflow, which your team will execute outside the room during the ninety-day cycle. By keeping the operational execution separate from the strategic planning, we ensure that your session days remain focused on alignment, priority setting, and problem-solving. We use the tools to identify the opportunities, and you use your weekly operational hours to build the technology. This keeps your sessions focused and productive.