Describe the work
What takes too much time, judgment, follow-up, or rework? What would better look like?
AI Mastery Week · Monday, August 17
From individual capability
to governed practice.
Ten Champions. Real work. Three frames for moving from what AI can help one person do to what Our House can responsibly build, share, measure, and govern.
MondayIndividual capability
Make the work visible. Practice prompting, skills, assistants, agents, and workflows.
WednesdayTeam capability
Find the patterns that can travel across roles, houses, and operating teams.
FridayOrganizational decisions
Choose the policy, platform, pilot, ownership, and evidence pathway.
Monday · The Individual Frame
Start with the work.
Then choose the tool.
Monday is not a model bake-off. It is a practical working session about how each Champion can make one recurring workflow clearer, safer, and more repeatable.
Choose the capability
Prompting for a better answer. A skill for repeatability. An assistant for context. An agent for bounded recurring work.
Name the boundary
What data may be used? What must be reviewed? What requires IT, compliance, legal, or leadership verification?
Measure the result
Time saved, errors reduced, follow-up improved, training made more consistent, or a decision made more clearly.
Opening question
“Show us the work you actually do. Where does it slow down, repeat, or require more attention than it should?”
The Champion Use-Case Wall
Ten people.
Ten real starting points.
These are not promises of automation. They are working hypotheses captured in the advance Champion sessions and ready for Monday’s conversation.
Explore nowVerify firstDo not use with sensitive data until approved
Mike ArchibaldEnablement
Make good work teachable
Prompt and skill patterns, Markdown as portable memory, HTML-first reporting, and bounded marketing prototypes.
Amy StaadsRegional ops
Standardize director development
Leadership progress, audit dashboards, SharePoint retrieval, and decision support for regional operations.
Nikki McGinnessAdministration
Reduce repeat coordination
Job-posting review, bus-trip calendar maintenance, and concise occupancy-report consolidation.
Stacy SisClinical
Support safe clinical work
Non-PHI walkthrough, infection-control, and med-cart audit support are possible exploration lanes.
Angie GrahamExecutive
Turn capability into direction
Executive sponsorship, platform standards, shared skills, governance, and a 30/60/90-day path.
Lori NardinCompliance
Make compliance work more usable
Compliance writing and investigation support can become a safe-use lane when source, access, and review are explicit.
Haley SchoolSales & resident experience
Move from idea to reusable workflow
Care-level estimator, sales and marketing guide, room checklist, tour practice, and website chatbot concepts.
Jenna RepkaMedication & revenue
Audit from approved exports
MedCart comparison, assessment follow-up, missing care hours, and a review queue from approved or sanitized data.
Tish CarlsonRegional ops
See response accountability
Track required approvals, draft follow-ups, summarize regional exceptions, and coach leaders with visual SOPs.
Eric KingenFinance & AR
Reconcile from exported files
Rent-roster retrieval, invoice reconciliation, care-level variance, Sage Intacct exports, and usage analysis.
Monday’s governance conversation
Safe use is a
pathway, not a label.
HIPAA is spelled HIPAA. A tool is not “HIPAA compliant” in the abstract. Our House needs to verify a specific plan, tenant, configuration, data flow, workflow, and oversight model.
01
Policy
What is allowed, restricted, prohibited, and subject to approval?
02
Platform
Which commercial plan, tenant, account, region, and admin controls are in use?
03
Data
What may enter the system? What is PHI, resident, employee, financial, or public data?
04
Workflow
May AI draft, summarize, recommend, retrieve, or execute? What is the minimum necessary access?
05
Oversight
Who reviews, logs, audits, disables, and owns the outcome?
GREEN · Explore now
Public information, generic training, brainstorming, de-identified examples, and administrative work without sensitive data.
AMBER · Verify first
Internal documents, employee information, operational reports, finance exports, resident-adjacent work, connectors, and shared assistants.
RED · Hold until approved
PHI, clinical records, medication data, resident identifiers, autonomous chart changes, corrective action, or automatic external communication.
Question for IT, compliance, and leadership
“What exact configuration would let us test one narrow workflow with the minimum necessary data, a signed BAA where required, role-based access, auditability, and human approval?”
The week’s three frames
One conversation,
three levels of responsibility.
Individual
What can I do better? What can I preserve as a skill? What should remain human-reviewed?
Leave with: one workflow and one safe experiment.Team
What patterns travel across roles? What can be shared? Where do permissions and context diverge?
Leave with: team patterns and ownership questions.Organization
What should Our House allow, govern, measure, pilot, and fund?
Leave with: decisions, pilots, and a 90-day roadmap.Possible. Safe. Profitable.
Begin with what is possible. Make safety part of the design. Measure the value that earns the next step.