01 · OUTCOME
Be specific
Name the revenue, time, quality, or capacity result that would matter.
Before you begin
Use AI to solve a business problem, not to chase a trend.
The best opportunity is usually attached to a measurable result, a repeated source of friction, and a workflow your team understands well enough to improve.
02 · WORKFLOW
Follow the work
Look for repeated steps, bottlenecks, handoffs, and avoidable rework.
03 · JUDGMENT
Keep humans responsible
Decide where review, context, empathy, and accountability must remain.
AI Opportunity Planner
Find one opportunity worth testing.
Write directly on a printed copy or use your browser’s print dialog to save this worksheet as a PDF.
This worksheet does not collect or transmit your answers.
1
Define the business outcome
Choose a result that matters enough to measure.
What result do we want?
How would we measure improvement?
2
Map the current workflow
Describe what happens now, including people, tools, decisions, and handoffs.
Current process, from trigger to completed outcome
3
Find the friction
Identify where time, money, attention, or customer trust is being lost.
Repeated or manual work
Delays, errors, or rework
Team pressure or bottlenecks
Customer or revenue impact
4
Evaluate the AI fit
Circle a rating for each factor. High value and readiness with manageable risk makes a stronger first test.
Factor
Low
Medium
High
Business value
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Data and process readiness
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Implementation effort
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Risk or sensitivity
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Where must a person review, decide, or approve?
5
Choose one opportunity
Prioritize the smallest useful test that can produce evidence.
The opportunity we will test
Who owns the test?
What does success look like?
6
Set the next 30-day action
Turn the idea into a responsible experiment with a clear review point.
First action
Due date
Evidence to collect
Decision after the test
Responsible adoption
What AI should not replace.
AI can support work. It should not quietly take ownership of decisions that require accountability, human context, or care.
Final accountabilityKeep a named person responsible for outcomes and exceptions.
Sensitive judgmentUse human review where privacy, fairness, safety, or reputation is involved.
Customer understandingDo not automate away the moments where listening and trust matter most.
Common questions
About the AI Opportunity Planner
Is the planner really free?
Yes. It is available directly on this page, with no email address or phone number required.
Do I need to choose an AI tool first?
No. Start with the business outcome and workflow. Tool selection comes after you understand the opportunity.
Can I use this with my team?
Yes. Use the prompts in a working session to compare perspectives and agree on one practical test.
How do I save a copy?
Select “Print or save as PDF,” then choose your browser’s PDF option or print a paper copy.
What if we need help choosing the right opportunity?
Owner coaching and private team workshops can help you connect the opportunity to sales, marketing, customer relationships, and execution. Explore How I Help or contact Dani.