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← Mission 1
AI Program Planning
38 slides
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Agentic AI for Business — Mission 1
AI Program Planning
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Agentic AI for Business
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AI Program Planning
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Session 1
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Build your roadmap. Pick your program. Start building.
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#AIOfficerCertification | Dave Hajdu | dave@ai-officer.com
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You've Been Leading Yourself. Now Lead the Organization.
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Five sessions of personal AI skills.
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Now build something your whole organization can use.
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The Job Changed.
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Leadership used to be 100% about people.
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Now it's 50% people. 50% AI.
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95% Are Getting Zero Return.
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MIT Sloan studied organizations investing in AI across industries.
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95% are getting zero return. Not because AI doesn't work. Because nobody planned the program.
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What You'll Build Today
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A roadmap of AI opportunities across your business.
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One item selected. One problem defined. One goal written.
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The Four Offices of the Future
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The Four Offices of the Future
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A Diagnostic Lens, Not a New Org Chart
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This is not a reorg.
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It's a way to see where AI should be creating value - and why it isn't.
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The Four Offices
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Revenue. Talent. Operations. Innovation.
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Every AI opportunity in your business lives in one of these.
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The Revenue Office
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The job: grow revenue.
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Sales, marketing, retention, expansion. Measured by customers won and customers kept.
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The Talent Office
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The job: build the team.
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Hiring, onboarding, development, performance. Measured by engagement and output.
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The Operations Office
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The job: keep the business running.
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Every process that costs time or money but doesn't directly generate revenue.
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The Innovation Office
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The job: build what's next.
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New products, new markets, new experiments. AI makes room for this by owning what exists.
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Exercise: Scan Your Business
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You are the product manager. Your job: identify where AI should create value in your organization.
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Open your AI tool. Paste the prompt below. Let AI interview you.
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Map at least 5 opportunities across the Four Offices. Hold onto everything - you'll need it.
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```
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You are my AI strategic advisor. I am going to describe my organization and my role.
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Ask me questions one at a time in a conversational tone. Wait for my answer before
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Three Types of AI
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Three Types of AI
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Not All Opportunities Are the Same
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Some need a prompt. Some need a workflow. Some need an agent.
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Knowing the difference is what separates an AI user from an AI Officer.
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Packaged AI
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A well-designed prompt that gets consistent results every time.
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Anyone on your team can run it. No meeting required.
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Automated Workflow
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A connected sequence of steps that runs without you.
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AI handles the logic. Humans stay in the loop where it matters.
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Agentic Workflow
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AI that acts, decides, and escalates without being asked.
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Built on a documented workflow. Powered by decision logic.
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Exercise: Categorize and Pick One
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Go back to your roadmap. Label each opportunity: Packaged AI, Automated Workflow, or Agentic.
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Then pick one to develop over the next five sessions.
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Pick the one that is genuinely valuable - not the easiest, not the most impressive. The one that matters.
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The 5D Framework
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The 5D Framework
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Your Blueprint for the Series
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Define. Discover. Design. Determine. Deploy.
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Every AI program you build in this series follows this pattern.
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Where You Are in the Series
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Today: Define and Discover.
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Sessions 2 through 6: Design, Determine, and Deploy.
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Define - Start With the Problem
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Who feels the pain? What does it specifically cost?
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If you can't describe the problem without mentioning a tool, you're not ready to build.
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Discover - Know What AI Needs
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What data does AI need to do this well?
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Where does that data live? Is it clean enough to use?
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Exercise: Write the Problem Statement
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Take your selected item. Open your AI tool. Paste the prompt. Go deep.
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Four things: who feels it, what it costs, why now, what success looks like.
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```
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We're now in the Define phase of the 5D Framework. My selected
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opportunity is: [paste your opportunity here].
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Help me write a clear problem statement. Ask me questions one at
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FAST Goals
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FAST Goals
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SMART Goals Were Built for a Slow World
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AI improves weekly. Annual goals are already wrong by March.
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FAST: Frequently discussed. Ambitious. Specific. Transparent.
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Four Ways AI Creates ROI
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Time saved. Cost reduced. Quality improved. Speed increased.
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Pick the ones that apply. Put numbers on them.
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Exercise: Write One FAST Goal
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Take your selected item. One goal. One number. Make it ambitious.
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Before: how long does this take today? After: what's the target? What is that worth?
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```
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Help me write one FAST goal for my AI program. Here is my
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problem statement: [paste your four-line problem statement].
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A FAST goal is:
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Build Your AI Advisor
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Build Your AI Advisor
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Your First Build
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A Claude Project with your full business context as the foundation.
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This is the tool you will use in every session of this series.
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The Setup Prompt
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Open Claude. Create a new Project. Name it: AI Program - [Your Organization].
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Paste this into the Project Instructions field.
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```
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You are my AI advisor for the Agentic AI for Business program
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at the AI Officer Institute. Here is my context:
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BUSINESS CONTEXT:
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Exercise: Set Up Your AI Advisor
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Open Claude. Create a new Project. Load your context. Test it.
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Ask it one question about your selected opportunity and see how it responds.
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This is your working tool for Sessions 2 through 6.
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What You Built Today
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A roadmap. An opportunity selected. A problem defined. A goal written. A tool configured.
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Most people in your organization have none of these.
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The Series From Here
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Session 1: Roadmap built. Opportunity selected. Program defined.
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Session 2: Package it. Build your first prototype.
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Session 3: Wire it. Map the workflow end to end.
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Session 4: Teach it to decide. Add the logic.
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Session 5: Unleash it. Build the agentic workflow.
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Session 6: Hand it off. Write the production brief.
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Key Takeaways
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The job is 50% people. 50% AI. Most leaders are only trained for one half.
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Every AI opportunity lives in one of four offices. Know which one you're in.
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Name the type before you build. Packaged AI, workflow, or agent - the answer changes everything.
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Define the problem before you touch a tool. The plan is what gets the yes.
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Your Commitment
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One thing you will do differently.
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Start, stop, or continue - pick one.
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Thank You
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Thank You
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[QR Code - Session Feedback]
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#AIOfficerCertification | dave@ai-officer.com | ai-officer.com