Before You Choose an AI Tool: A Free AI Adoption Guide for Leaders
If you’re considering AI for your organization, our free AI adoption guide for leaders offers a practical place to begin: understanding your work, involving your people, and deciding what you want technology to make possible.
You don’t need to understand every platform to start. You can begin with questions you already hold as a leader.
What are we trying to accomplish? Where are people getting stuck? What deserves more of our attention?
What should you consider before choosing an AI tool?
Introducing AI changes how work gets done. Before choosing a platform or redesigning a process, it helps to understand why the work happens the way it does.
Without that understanding, we can end up making broken processes move faster—or removing parts of a role that create meaning, trust, and value.
The people doing the work have something essential to contribute. They know the exceptions, the informal conversations, and the judgment that keeps things moving. Their questions about what AI will mean for their jobs and their future belong in the planning.
What’s inside the free guide?
Before You Choose an AI Tool includes a practical example and worksheets to help you explore:
What work is actually happening and where the friction comes from.
What you want to improve—and what you want to preserve.
What the change could mean for people.
Where human judgment remains essential.
One manageable next step you can try and learn from.
It is designed for leaders preparing their teams for AI or reconsidering how they are already using it.
How to use it with your team
Choose one recurring piece of work, such as responding to customer questions or preparing a report. Invite someone who knows that work well to complete the worksheets with you.
You may discover an opportunity for AI. You may also find that clearer ownership or a simpler process would help first. Either way, you’ll have a clearer starting point for AI implementation planning.
Download the free guide: Before You Choose an AI Tool
When the Questions Point to Something Bigger
Sometimes a conversation about AI reveals broader questions about roles, capacity, or how decisions get made.
Our Roadmap can help you understand how those pieces fit together, clarify your priorities, and make a practical plan for what comes next.
If you have a lot of questions and need answers, reach out to us for help.
