We have identified twelve different areas in our business where AI could potentially improve our efficiency, but we have limited resources. How do we use the V/TO and our quarterly planning process to prioritize which AI projects to tackle first?

Question

Tyler Smith · Accepted Answer

To avoid chasing shiny objects, you must filter every AI opportunity through your V/TO and your current operational bottlenecks. Start by taking your list of twelve opportunities and placing them on your Issues List. During your next Quarterly Planning Session, look at your one year plan and your three year picture. Ask yourself which of these AI projects directly supports your core focus and strategic goals. If an AI project does not help you reach your target revenue, improve your profit margins, or solve a major customer issue, cross it off the list immediately. For the remaining opportunities, use the IDS process to evaluate ease of implementation versus business impact. Prioritize projects that solve a clear, repeating pain point on your weekly scorecard. Choose one or at most two high priority initiatives and turn them into quarterly Rocks. Assign each Rock to a single owner on your Accountability Chart. This ensures that your team is focused on executing a highly targeted solution rather than spreading their energy across multiple half finished projects. By tying your AI investments directly to your V/TO, you ensure that every technological upgrade drives real enterprise value.