AI First Step · 5 minutes
Where should your organization start with AI?
Most organizations start with a tool. The ones that get value start with a first step: who's leading, what work matters, which rules apply and where the saved time goes. Answer 15 quick statements and you'll see where to look first, your strongest area, and a 30-day plan you can share with your leadership team, with a prompt to do each step with AI.
It isn't an IT project. It's an organizational one.
Your result · where to look first, not a diagnosis
Your first step
Why this came up
Share this plan with your supervisor or director, and ask who would own it.
Your next 30 days
Each step comes with a prompt to do it with AI. Paste it into the AI tool your organization has approved, and leave out client names, records and personal information.
You're done when:
Watch out for:
Your guardrails scored low too. Until staff know what's off-limits, keep any AI experiment to work with no client or personal information.
After that:
Several of your answers were "not sure." That's worth a conversation with your leadership team before anything else.
Your plan is ready
Download your 30-day plan as a PDF. You can type owners and dates into it, check off steps and copy the AI prompts. Edit the "what we're asking for" line below first if you like.
AI First Step · summary
Where we stand
Our first step
What we can build on
What we're asking leadership for: (click to edit)
This assessment is a starting point for a conversation, not a grade.
AI First Step by Joyce Agne, LISW-S · wildgrowthco.com/ai-first-step