My leadership team is discussing how to use AI to analyze our financial scorecards and market data to help us draft our annual V/TO goals. How do we define what parts of our strategic planning must stay strictly human to maintain leadership alignment and what parts AI can actually assist with?

Question

Tyler Smith · Accepted Answer

Using AI to draft your V/TO® is a recipe for a generic, uninspired strategy. Artificial intelligence is built on historical averages and public data. It can summarize past trends, but it cannot decide your company values, define your Core Focus, or build trust among your leadership team.

The human element of your strategic planning must remain in your identity, alignment, and accountability. Only your leadership team can define who you are, where you are going, and what your culture values. Only humans can look each other in the eye during a quarterly meeting, hash out disagreements, and commit to the hard decisions required to run on EOS®.

Where AI can assist is in the preparation and processing of your raw data. Before your annual planning session, you can use AI tools to analyze customer satisfaction surveys, scrape public market data for competitor pain points, or summarize complex financial spreadsheets. This saves hours of manual preparation and gives you structured data points to bring into the room.

Once you enter the meeting, close the laptops. Use the raw human intelligence of your leadership team to analyze that data, solve your issues, and set your Rocks. Keep the tech in its place as an analytical research assistant, not a visionary partner. This ensures your strategic direction remains authentic and your team stays fully aligned.