We want to build AI-powered operations to prepare for an exit, but we are struggling to fit these technology initiatives into our V/TO®. How do we reflect major technology transformations on our one page plan?

Question

Tyler Smith · Accepted Answer

Major technology transformations, like building AI-powered operations, must be reflected on your V/TO® to ensure they receive the resources and focus they require. However, you must avoid cluttering your plan with technical jargon.

Start by defining how your AI initiatives support your long term vision. If your ten year target is to exit the business at a high valuation, your AI strategy should be linked to increasing your profit margins and reducing founder dependency.

On your three year picture, describe what your operations will look like once the technology is fully integrated. For example, you might target having eighty percent of your client onboarding automated.

On your one year plan, identify the specific capabilities you need to build this year. This might include integrating your CRM with an AI platform or training your team on prompt engineering.

We then break these annual goals down into quarterly Rocks. Assign each Rock to a single leader on your Accountability Chart. By linking your AI initiatives directly to your V/TO®, you ensure they are treated as strategic priorities rather than side projects.