Mary Fung
essayJuly 6, 2026

Practical frameworks and worksheets

AI adoption needs artifacts that force better decisions: readiness checks, experiment filters, workflow maps, and plain review templates.

The useful version of this guide should not stay as advice.

It should become a set of artifacts a team can actually use.

An AI team readiness checklist should ask plain questions. Where is work repeated? Where is quality inconsistent? Where are data boundaries clear or unclear? Who owns review? What workflows are safe to test first? What is not allowed?

A high-agency assessment should look for behavior, not personality labels. Does the person move without perfect instructions? Do they bring back tested options? Do they own outcomes? Do they learn from unclear situations?

An AI experiment scorecard should force discipline. Owner, workflow, user, risk level, time box, success metric, kill condition, review path, and what stops if it works.

A shiny-object filter should ask whether the idea improves a real workflow or only creates an interesting demo. If the team cannot name the repeated work, user, outcome, and adoption path, the idea is not ready.

A team composition map should show which capabilities are covered: builder, operator, designer, storyteller, domain expert, architect, educator, customer translator. The goal is not titles. The goal is coverage.

A workflow transformation canvas should map the current path, the painful steps, the AI-assisted path, the human review points, the risks, and the old work that will be removed.

A build, buy, or ignore decision tree should prevent teams from building things because building got easier. Some problems deserve a custom system. Some deserve a vendor. Some deserve no action.

An AI use-case prioritization matrix should weigh frequency, pain, risk, reusability, data readiness, and value. The best first use case is rarely the flashiest.

An employee enablement plan should translate expectations into weekly practice: learn one workflow, improve one task, document one pattern, review one output, share one lesson.

A manager conversation guide should help leaders ask useful questions: What changed? What did you check? What should others reuse? What should we stop doing?

These worksheets matter because AI adoption fails when it stays abstract.

Teams do not need more slogans.

They need better ways to decide what to try, what to trust, what to kill, and what to teach.

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