1. The Goal

Give your team language, clarity, and confidence to talk about AI—without chaos or fear. Use this map to plan how your agency will govern, guide, and grow AI adoption safely.


2. The Framework — 3 Conversations To Lead

Each column represents one type of conversation you’ll lead as an agency owner.

Conversation Type Purpose Your Prompts Outcome
Context Align on why AI matters now. - “How could AI help us protect more margin?”- “Where might automation free time for creativity?” Team sees AI as an enabler, not a threat.
Confidence Make curiosity visible and safe. - “What’s one task AI could make easier for us?”- “Who wants to demo a small win next week?” Curiosity becomes learning—not silence.
Commitment Move from talk to small pilots. - “What can we test internally first?”- “What’s one metric we’ll track to learn from it?” You create proof and direction, not noise.

Remember: Every AI conversation is a culture conversation first.


3. The Guardrails — Set The Rules Before The Tools

Use this checklist to make AI safe before it scales. Check off what’s already in place—and circle what needs action.

Data Safety: No client data in public tools.

Disclosure Norm: Everyone logs AI use in shared space (e.g., Slack thread).

Tool Approval: Maintain a “Safe List” of approved AI apps.

Pilot Policy: Every experiment has a scope, goal, and time limit.

Training Loop: Turn each win into a 10-minute demo for others.


4. The 30–60 Day Plan — Turning Curiosity Into Action

Use this grid to map your agency’s next steps. (Complete it as a leadership team or in your next internal town hall.)

Stage Action Owner Deadline Status
Week 1–2 Announce the “Why” — share your AI purpose statement.
Week 3–4 Run one safe pilot on an internal process.
Week 5–6 Debrief and publish learnings for the team.
Ongoing Host 15-min “AI Show & Tell” monthly.

(Tip: Use these pilots to build your internal AI policy draft. One win = one data point.)