Safe AI Integration Plan

1. Phased Rollout Timeline

We don't dump 10 AI tools on your team at once. The plan sequences adoption across 90 days: quick wins first, complex tools later.

Example: Start with email drafting (Week 1), add meeting transcription (Week 4), introduce design automation (Week 8).

2. Tool Recommendations

For each AI opportunity, we specify exactly which tool to use, why, and how much it costs. Free vs. paid options included.

We only recommend tools we've tested and know work well for small teams.

3. Data Safety Protocols

Clear rules for what data can/can't go into AI tools. Privacy guidelines, anonymization steps, and fallback processes.

Example: "Never input client names/emails into ChatGPT. Use placeholders like [CLIENT A] instead."

4. Team Training Plan

Who needs training on what, when. Includes workshop agendas and follow-up resources.

Different training for different roles. Designers need different AI skills than ops managers.

5. Success Metrics

How to measure ROI. Time savings tracked, error rates monitored, team satisfaction surveyed.

Data-driven approach ensures you know what's working and what's not.

Phase 2: Process Automation (Weeks 5-8)

• • Week 5: Document formatting automation
• • Week 6: Data entry/extraction tools
• • Week 7: Research & competitive analysis AI
• • Week 8: Team training workshop #2

Focus: Automate repetitive processes. Integrate AI into existing workflows.

Phase 3: Advanced Tools (Weeks 9-12)

• • Week 9: Custom AI prompts for complex tasks
• • Week 10: AI-assisted design/content creation
• • Week 11: Analytics & reporting automation
• • Week 12: 90-day review & optimization

Focus: Deploy sophisticated tools. Measure total impact. Plan next phase.