Turn meeting notes into actions and owners
From rough notes or a transcript to a short list of decisions and actions, each with an owner and date.
The 90-day plan Stage 1 of 5
Stage 1 · weeks 1–2
Find out what people actually do with AI today, and what's stopping them.
The question this stage answers: “Where are we really?”
The outcome
Eight discovery conversations, a maturity baseline, a sponsor who has agreed what you're accountable for, and the one blocker that dominates.
Playbook
A week-by-week plan to find what matters, get one team visibly better off, and report progress leadership believes.
Playbook
The difference between a leader who approved the budget and one who will spend political capital on your programme.
Playbook
How to find the real objection behind "AI isn't for us", and what to do once you have.
Playbook
How to turn the team most likely to say no into the team that helps you say yes safely.
Deck
Attendees will be able to sort their own weekly tasks into good, mixed and poor fits for AI, and know which outputs need checking before anyone else sees them.
Deck
Executives leave knowing what the programme needs from them, how progress will be measured, the main risks and how they're managed, and the 90-day plan they're being asked to back.
The scripts, templates and lessons behind this stage. Members get every section; you can read the free previews now.
See what Members getRole Book · 90-day plan
A week-by-week plan for your first month: agree the job, map the people and the rules, run discovery properly, choose the first team with your eyes open, and land one win you can defend.
Role Book · Interview templates
A 30-minute script for your first round of conversations, with the questions in order, follow-up probes, what useful answers sound like, red flags, and a notes template that makes eight interviews comparable.
Role Book · Interview templates
A one-to-one script for sceptical colleagues that gets past the stated objection to the real one, sorts it into a type you can act on, and often turns your toughest critic into your best tester.
From rough notes or a transcript to a short list of decisions and actions, each with an owner and date.
Get the decision-relevant points out of a long report, with page references so you can check.
Cut an email in half and put the ask in the first line.
Ask for specific criticism from the perspective of the person who'll read it.
A short explainer on a topic you need to understand by Thursday, with the questions worth asking.
Turn how you do a task with AI into a one-page guide a colleague can follow.