Workshop: Co-Creating a Roadmap for AI Adoption
This 90-minute to 3-hour interactive workshop is designed to help you facilitate a foundational conversation with your team around AI adoption. Rather than focusing on the tools, this is the important work of empowering all team members to have a voice and contribute to a shared vision around AI adoption.
Unlocking AI's potential requires strategic decision-making about team boundaries, processes, and guardrails. As a neutral facilitator with 20 years of digital transformation experience, I'll guide your team through a series of discussions designed to surface their ambitions around AI's role in marketing innovation and workflows, ultimately helping them get alignment on how to meaningfully integrate AI into the work and how to strike the right balance between human strengths and AI capabilities.
What workflows would benefit from AI assistance? Which do not? What guardrails should be in place for the team to optimize the tools but maintain human-first strategy and direction?
Emphasizing critical thinking and an experimentation mindset, this workshop provides the space for the team to align on a vision, and to draft governing documents like a Team Charter and an AI Adoption Roadmap.
Sample Workshop Agenda
Opening: Trends I'm Observing
I'll share key insights on how marketing teams are approaching AI adoption, common challenges they're facing, and successful strategies I'm seeing across the industry.
Session 1: AI Check-In
We'll benchmark your team's current AI usage and feelings about adoption through guided discussion covering personal and professional use cases, future vision, and where you stand relative to industry norms.
Session 2: Innovation & Opportunity Mapping (Optional for 90-min format) We'll define what innovation looks like for your team and identify where AI can free up time for high-value human work, like strategic thinking and collaboration.
Session 3: Responsible Innovation – Drafting the Team Charter
Together we'll create a team charter that balances innovation with responsibility, establishing values and boundaries for AI usage in both internal and external workflows.
Session 4: Creating our AI Adoption Roadmap Through small group brainstorming and full-team discussion, we'll identify specific AI use cases for your workflows and develop a tactical roadmap for experimentation, taking a test-and-learn approach.
Session 5: Accountability and Communications
We'll establish internal champions, accountability mechanisms, and communication strategies to drive culture change and position your team as innovative leaders both internally and industry-wide.
What You'll Walk Away With
After this session, your team will:
Have a shared vision around responsible AI experimentation
Feel empowered to prototype AI use cases and explore new workflows
Have a tangible next step or low-risk pilot idea to pursue
Identify internal champions and establish accountability mechanisms for ongoing monitoring of the team’s adoption and for continued/shared learnings
Reach out to schedule a conversation to assess your needs. Each workshop is bespoke and created just for your team.
