How do we use our ninety-day planning cycles to test AI-driven standard operating procedures without distracting our team from their main day-to-day operational responsibilities?

Question

Tyler Smith · Accepted Answer

Integrating artificial intelligence into your business should never be treated as a side project that distracts from your core execution. Instead, we treat any significant AI workflow optimization as a quarterly Rock assigned to a specific owner on your leadership team who has the appropriate seat on your Accountability Chart. During our quarterly session days, we identify which high-yield workflows are ripe for automation, such as customer onboarding, data entry, or report generation. We then write a clear, measurable Rock that outlines the testing and deployment timeline for that ninety-day cycle. The owner of that Rock is responsible for running small-scale, low-risk tests to validate the technology without interrupting the daily responsibilities of the rest of the staff. Progress is tracked weekly on your Scorecard and discussed during the Rock review portion of your Level 10 Meeting™. If the testing reveals technical roadblocks, we IDS® the issue to find a solution. This structured process allows you to systematically modernize your operations and build tribal knowledge while maintaining absolute focus on your immediate revenue-generating activities.