Part 1 of 4 AwarenessWhere does my time actually go?
Walk me through yesterday, from your first email to when you logged off.
Which tasks do you do every week, the same way?
Roughly how many hours a week go to admin?Hours per week, their own estimate
Which task do you put off or dread the most? Why?
When you're busy, what gets dropped or done late?
Rate yourself
For each area, choose where you are today and where you'd like to be. 1 is the starting point, 5 is the goal.
I know where my time goes
Where I am nowChoose 1 · I couldn't say where my hours go. 2 · I have a vague sense of where my hours go. 3 · I can name my main tasks and roughly how long they take. 4 · I can track most of my week, with a few gaps. 5 · I know my week task by task, in hours.
Where I want to beChoose 1 · I'm happy where I am. 2 · To have a rough idea where my hours go. 3 · To name my main tasks and how long they take. 4 · To track most of my week. 5 · To know my week task by task, in hours.
I spot repeat work
Where I am nowChoose 1 · Every task feels different. 2 · I sometimes notice the same task coming back. 3 · I notice some tasks come round every week. 4 · I can list most of my repeat tasks. 5 · I can list every repeat task and how I do it.
Where I want to beChoose 1 · I'm happy where I am. 2 · To start noticing repeat tasks. 3 · To spot the tasks that come round every week. 4 · To list most of my repeat tasks. 5 · To have every repeat task listed, with how I do it.
I see what admin costs me
Where I am nowChoose 1 · Admin is just part of the job. 2 · I sometimes feel admin slowing me down. 3 · I know it eats my time, but not how much. 4 · I can estimate how many hours it takes each week. 5 · I can put hours on it and say what it pushes out.
Where I want to beChoose 1 · I'm happy where I am. 2 · To notice when admin slows me down. 3 · To see how much time admin eats. 4 · To know the hours admin takes each week. 5 · To put hours on admin and see what it pushes out.
Where AI could help me
Where I am nowChoose 1 · I have no idea what AI could take on. 2 · I've heard what AI can do, but not for my work. 3 · I can guess one or two tasks. 4 · I can name a few tasks AI could take on. 5 · I have a shortlist of tasks for AI.
Where I want to beChoose 1 · I'm happy where I am. 2 · To understand what AI can do in general. 3 · To find one or two tasks AI could help with. 4 · To name several tasks AI could take on. 5 · To have a clear shortlist of tasks for AI.
Part 2 of 4 StoryWhat do I believe about AI?
What's the first word that comes to mind when you hear "AI at work"?
Have you tried any AI tool? What happened?
What would need to happen for you to trust it with part of your work?
Rate yourself
For each area, choose where you are today and where you'd like to be. 1 is the starting point, 5 is the goal.
How I feel about AI
Where I am nowChoose 1 · Anxious about it, or against it. 2 · Uneasy, but open to hearing more. 3 · Cautious, waiting to see. 4 · Curious and open to trying it. 5 · Interested and keen to try.
Where I want to beChoose 1 · I'm happy where I am. 2 · To feel less uneasy about it. 3 · To feel calm enough to wait and see. 4 · To feel curious and open to trying it. 5 · To feel keen and confident trying it.
My job and AI
Where I am nowChoose 1 · I worry AI will replace me. 2 · I'm worried, but starting to ask questions. 3 · I'm unsure what it means for my role. 4 · I can see some ways it could help my role. 5 · I see AI taking the admin so I can do more valuable work.
Where I want to beChoose 1 · I'm happy where I am. 2 · To worry less about what it means for me. 3 · To understand what it means for my role. 4 · To see how it could help my role. 5 · To let AI take the admin so I can do more valuable work.
Trusting what AI produces
Where I am nowChoose 1 · I assume it will be wrong. 2 · I'd only trust it with very small things. 3 · I'd use it if someone else checks it. 4 · I can spot some of its mistakes myself. 5 · I know how to check and correct it myself.
Where I want to beChoose 1 · I'm happy where I am. 2 · To trust it with very small things. 3 · To use it when someone else checks it. 4 · To spot its mistakes myself. 5 · To check and correct it confidently myself.
AI and our business
Where I am nowChoose 1 · It's not for a business like ours. 2 · I doubt it would work for us. 3 · I can see it working somewhere else. 4 · I can picture it working on our own work. 5 · I've seen it work on our own documents.
Where I want to beChoose 1 · I'm happy where I am. 2 · To be open to it working for us. 3 · To see it working in a business like ours. 4 · To picture it working on our own work. 5 · To see it working on our own documents.
Part 3 of 4 IdentityWho am I when AI does the admin?
Which part of your job are you proudest of?
What can only you do? Judgement, relationships, decisions?
How would you describe your confidence with technology today? Choose Very low Low Okay Good Very good
If AI drafted your admin, how would your day change?
How would you like your team to see you in six months?
Rate yourself
For each area, choose where you are today and where you'd like to be. 1 is the starting point, 5 is the goal.
My confidence with technology
Where I am nowChoose 1 · I'm not a tech person. 2 · I manage, but I often need help. 3 · I'm comfortable with someone guiding me. 4 · I can do most things with a little help. 5 · I work things out on my own.
Where I want to beChoose 1 · I'm happy where I am. 2 · To manage with less help. 3 · To be comfortable with someone guiding me. 4 · To do most things with a little help. 5 · To work things out on my own.
Letting go of tasks
Where I am nowChoose 1 · I need to do every task myself. 2 · I find it hard to hand anything over. 3 · I'd hand over small, safe tasks. 4 · I'd hand over bigger tasks if I can check them. 5 · I'm happy to check work rather than do it.
Where I want to beChoose 1 · I'm happy where I am. 2 · To hand over one small task. 3 · To hand over small, safe tasks. 4 · To hand over bigger tasks I can check. 5 · To check work rather than do it all myself.
Giving AI a task and checking it
Where I am nowChoose 1 · I've never given AI a task. 2 · I've tried it once or twice. 3 · I could with a template to follow. 4 · I can give it a task and fix the draft. 5 · I write clear instructions and correct drafts quickly.
Where I want to beChoose 1 · I'm happy where I am. 2 · To try giving AI a simple task. 3 · To give AI tasks using a template. 4 · To give AI a task and fix the draft. 5 · To write clear instructions and correct drafts quickly.
Knowing my real value
Where I am nowChoose 1 · My worth is how busy I am. 2 · I'm starting to question measuring myself by how busy I am. 3 · I know some parts only I can do. 4 · I know most of my value is in my judgement and relationships. 5 · My judgement, relationships and decisions are my real value.
Where I want to beChoose 1 · I'm happy where I am. 2 · To stop measuring myself by how busy I am. 3 · To know which parts only I can do. 4 · To focus more on my judgement and relationships. 5 · To be valued for my judgement, relationships and decisions.
Part 4 of 4 VisionWhere do I want to be?
In 90 days, what's different about a normal workday?
Which three tasks do you want off your desk first?
What would you do with the time you get back?
How many admin hours a week would you like to save?Hours per week
Rate yourself
For each area, choose where you are today and where you'd like to be. 1 is the starting point, 5 is the goal.
A clear picture of a better day
Where I am nowChoose 1 · I can't imagine work being different. 2 · I hope it could be better, but can't picture how. 3 · I have a general sense it could be better. 4 · I can picture parts of a better day. 5 · I can describe a specific better workday.
Where I want to beChoose 1 · I'm happy where I am. 2 · To believe work could be better. 3 · To have a general sense of a better day. 4 · To picture parts of a better day. 5 · To describe a specific better workday.
Specific targets
Where I am nowChoose 1 · I don't have any. 2 · I just know something has to change. 3 · I'd like fewer hours or less stress. 4 · I know which tasks I'd hand over first. 5 · I know which tasks to hand over and how many hours to save.
Where I want to beChoose 1 · I'm happy where I am. 2 · To know what needs to change. 3 · To aim for fewer hours or less stress. 4 · To know which tasks to hand over first. 5 · To know which tasks to hand over and the hours I'll save.
A plan for the time I get back
Where I am nowChoose 1 · More work would probably fill it. 2 · I haven't really thought about it. 3 · I have some ideas. 4 · I have a plan, but haven't shared it yet. 5 · I have a clear plan, agreed with my manager.
Where I want to beChoose 1 · I'm happy where I am. 2 · To start thinking about how I'd use it. 3 · To have some ideas for the time. 4 · To have a plan for the time. 5 · To have a clear plan, agreed with my manager.
A daily AI habit
Where I am nowChoose 1 · AI isn't part of my routine. 2 · I've tried it a few times. 3 · I use it now and then. 4 · I use it most weeks. 5 · I use it every day as a habit.
Where I want to beChoose 1 · I'm happy where I am. 2 · To try it a few times. 3 · To use it now and then. 4 · To use it most weeks. 5 · To use it every day as a habit.
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