Choosing tools
Tie the purchase to a real workflow and a result the team can measure.
Execution Index
Transformation Intelligence Platform
AI Execution Plan for leadership teams
Choose where AI goes first. Build the plan as a team.
Your team may be comparing tools, trying ideas, or deciding whether a promising pilot deserves more investment. The AI Execution Plan brings your people, systems, and real work into one view. A guided workshop helps the team decide where AI belongs and what happens next.
Three short readings prepare the team for one guided workshop and a clear plan for the next thirty days.
Live XI workspace
People + systems + work
The decision in front of you
AI activity is moving faster than the team's agreement.
The pressure can start with procurement, experiments, or a pilot that showed promise. In each case, leaders need the same answer: which workflow deserves focused effort now, and what result will justify the next decision?
Running experiments
Turn scattered ideas into one shared priority with a clear starting point.
Reviewing a pilot
Use evidence from real work to decide what to expand, adjust, or stop.
01
How the team executes
02
The systems around the work
03
Where AI may be useful
04
A decision made together
The XI method
Four steps turn a broad AI question into a clear team decision.
The engagement starts with the question already on the team's agenda. Each step adds evidence until the team can see its options clearly and decide what to do next.
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01
Start with the question
Name the decision and the business result behind it.
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02
See the full picture
Read the people, the systems around them, and the work that fills the week.
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03
Put the readings together
See where the people, systems, and work point to the same opportunities.
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04
Decide as a team
Choose the scope, the people involved, and the next thirty days.
Step two: see the full picture
Read the team, the conditions, and the work in one view.
Each reading answers a different part of the same decision. Together they show where the opportunity sits and what the team's decision will depend on.
01
Your people
See how this team turns direction into a finished result.
The Execution Index shows how each person moves through six phases of execution. The team view reveals shared strengths and the phases that may affect the work the team chooses.
02
Your systems
See the conditions the team's decision will rely on.
The systems reading covers Leadership, Governance, Workforce, Data, Technology, and return on investment. It shows the conditions that support the work and the ones that need attention.
03
The work
Put the team's real week on the table.
The Workflow Inventory records tasks, time, and process friction. XI combines those inputs with published AI capability research to rank work the team recognizes.
The first of the three readings is free.
Take the Execution Index and receive your results, diagnostic report, and shareable profile.
Individual results reach the team only in blended form.
Step three: put the readings together
Use the readings to decide where AI belongs in the work.
XI ranks opportunities from work the participants reported. In the workshop, the team considers those opportunities alongside how its people execute and the systems surrounding the work. The team chooses the scope that makes sense and agrees on what happens next.
- Where should we focus?
- The work where AI appears most useful now.
- What needs to be true?
- The conditions required to move forward responsibly.
- Who should be involved?
- The people needed to shape and carry the decision.
- What happens next?
- A practical plan the team can act on together.
Step four: make the decision as a team
Leave the workshop with a plan the team understands.
The engagement lead helps the team understand the conditions behind its decision. The team moves forward with a clear plan and returns after thirty days to decide what follows.
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01
Before day one
Confirm the scope, the people involved, tool access, operating conditions, and the review date.
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02
Over thirty days
Put the decision into practice on real work. Capture what the team learns and what gets in the way.
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03
At the review
Use the results to decide whether to expand, adjust, or stop.
What the team keeps
A shared plan for the team. A personal plan for every participant.
The documents carry the readings, the ranked work, and the guidance the team needs for the workshop and the decisions that follow.
Team plan
The team's AI Execution Plan
The people, systems, and work in one report, followed by ranked candidates and a guide for using the reading.
Personal plan
A personal AI Execution Plan for every participant
One first action from the person's own week, their execution path, and a focused set of places to try AI.
What changes
The next technology decision starts with a specific piece of work.
The team can compare tools, support, governance, training, and process changes against the scope and outcomes it chose. The next conversation has a concrete focus and evidence from real use.
What leaders find
What the team view makes visible
The first reading shows each person how they move work. The team view reveals the strengths and gaps they share.
“It showed me exactly where I needed to focus. In a word: winner.”
Head of Product
Funded AI startup
“It helped my team see where we shared strengths, and surfaced blind spots we had been missing.”
P&L owner
Fortune 500
“Surprisingly simple to take, and genuinely useful for individuals and teams alike.”
Head of Training and Development
$3B consumer goods company
Questions
What leaders ask before they begin
What is the AI Execution Plan?
It is a guided team engagement built from three readings: how people execute, the systems around them, and the work they actually do. The readings prepare the team to make a clear decision together and turn it into a practical plan.
Do we have to choose an AI vendor first?
You can begin while comparing tools, while using tools already available, or while reviewing a pilot. The workflow and desired result give the technology decision a clear job.
What does the team have to do?
Each person completes the Execution Index, the systems reading, and the Workflow Inventory. The three readings take about twenty-five minutes in total. The team then joins a guided decision session.
How are individual results handled?
Each person receives their own reading. Individual results reach the team only in blended form.
Is this another personality assessment?
The Execution Index measures how a person moves work from direction to a finished result. The full plan adds the systems around the team and the tasks that fill the week.
What does the engagement cost?
The first of the three readings is free. The full team engagement is scoped with the consultant or strategic partner leading the work.
What happens after thirty days?
The engagement lead reviews the results with the team. Together they decide whether to expand, adjust, or stop.
Start with the live question
Bring the decision your team is trying to make.
A short conversation will identify the question, the people who should be involved, and the result worth measuring.