The AI Playbook

12 Steps to Excellence in Artificial Intelligence

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AI Leaders Face Mounting Pressure to Transform Performance

In the intelligence-driven economy of today's exponential age, thinking linearly is fatal. AI can elevate organizations into the frontier of innovation – or expose those that fail to evolve as leaders of the past.

Unrealistic AI expectations cause misalignment and derail buy-in.

Unprepared foundations cause operational chaos.

Costly skill gaps stall progress and prevent future-proofing.

Immature guardrails threaten regulatory backlash.

Minimal AI architectural discipline produces poor results, even on clean data.

Unreliable vendor claims lead to rollout delays and jeopardize ROI.

Lack of IT bandwidth leaves no room for innovation.

Lofty dreams without problem statements misallocate resources and stall adoption.

  • 92%
    92% of organizations do not have a corporate-wide and up-to-date AI strategy in place.

Info-Tech Future of IT Survey, 2024, n=372

Focus on These 12 Core Secrets Is Critical to Success as an AI Leader.

Understanding the 12 secrets is imperative to overcoming your most prominent challenges and systematically improving IT for the future.

1
Anchor AI leadership in human relationships.
2
Build a mature AI center of excellence.
3
Empower teams to master emerging tech quickly.
4
Shift from linear to adaptive governance.
5
Provide quality data for your AI models.
6
Let high-impact use cases drive platform selection.
7
Eliminate toil to unleash bandwidth for innovation.
8
Focus on process reinvention rather than automation.
9
Scale high-value experiences to drive loyalty and growth.
10
Make your organizational strategy your AI strategy.
11
Fund your AI ambitions with productivity and savings.
12
Ground AI and innovation in your organization's purpose.

The AI Playbook

12 Steps to Excellence in Artificial Intelligence

Our 12-step process has been proven across maturity levels, and each step comes with a matrix of methodologies, tools, and templates that's right for you.

Structured, Actionable, 12-Step Framework

Clear activities to delegate to your team

Customizable initiatives with measurable results

Our highest-value advisory engagements

A proven path to excellence

2
Feb

Transformation Readiness

Build a mature AI center of excellence.
Assess Your AI Maturity Mature AI Delivery Processes Deploy MLOps/LLMOps
3
Mar

Next-Gen Talent Development

Empower teams to master emerging tech quickly.
Perform an AI Skills Assessment Launch an AI Workforce Development Program
5
May

AI-Ready Data Architecture

Provide quality data for your AI models.
Build Data Architecture Strategy for AI/ML Pipelines Determine When You Should Use Synthetic Data
8
Aug

Enterprise Productivity

Focus on process reinvention rather than automation.
Reconstruct Organizational Processes With an AI-First Approach Optimize Industry Specific Processes With AI
9
Sept

Organizational Innovation

Scale high-value experiences to drive loyalty and growth.
Capitalize on AI for Marketing, Sales, and Customer Success Implement AI for CX
10
Oct

AI Strategy

Make your organizational strategy your AI strategy.
Track AI and Tech Trends Build Your AI Strategic Roadmap Design Your AI Target Operating Model
11
Nov

Budget & Resourcing

Fund your AI ambitions with productivity and savings.
Review and Benchmark AI Investments Build an AI Resource and Capacity Plan Develop Your AI Budget
12
Dec

Value & Culture

Ground AI and innovation in your organization's purpose.
Publish an Annual AI Performance Report Articulate and Foster AI Culture
Legend
Assessments & Diagnostics
Strategy & Planning
Implementation & Training

Benefits of the Program

Your AI team has the potential to be the powerhouse that drives your organization to new heights. With our targeted improvement plan, you won’t just keep up – you’ll redefine the game. Let’s make AI the catalyst for your organization’s next big success.

A Proven Methodology

A proven methodology to lead AI, offering a superior alternative to ad hoc advisory engagements.

A Structured Framework

A calendar with 12 actionable steps aligned to the AI and business leader’s most pressing priorities.

High-Value Advisory Engagements

High-value advisory engagements that deliver tangible results.

Clear Activities You Can Delegate

Clear activities you can delegate to your team with Guided Implementations and actionable best practices.

Customizable Initiatives With Measurable Results

Customizable initiatives with measurable results that align with your organizational, departmental, and personal goals, with annual proof of improvement.

How AI Systematic Improvement Works:

Commit to your Evolution

  • Contact your Counselor to learn more about the AI Playbook.
  • Become familiar with the AI Playbook benefits, steps, expectations, and deliverables.

Assess your Team Performance

  • Build your AI scorecard based on your personal success metrics and targets.
  • Conduct your Annual AI Department Assessment by evaluating your team’s performance of each step based on your current business context and performance goals.
  • This will result in a prioritized set of steps for which to leverage Info-Tech’s support in your first year.​

Customize Your Playbook

  • Create your individual systematic improvement key initiatives plan, which will include your top 2-3 Playbook initiatives with your Counselor​.
  • Leverage Info-Tech's Diagnostics, Advisory Guided Implementations, Workshops, and Consulting experiences to customize and expedite your progress.​
  • Identify key contributors to the 12 monthly steps (direct reports) and delegate​.

Stay on Track & Accelerate

  • Quarterly, connect with your Counselor to review progress on the remaining Playbook activities and determine if you would like additional assistance with any of them.​

Celebrate Wins & Evolve

  • At the end of each year, you will review and measure your progress across each of the 12 areas through quantifiable success measures. ​

Be Future Ready. Get Your IT Department Started Now.

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