What is on your mind?
What are you working on? Where are you losing time? What is pushing work into evenings or weekends?
AI Mastery Week · Friday · The Organization Frame
Let’s build together
this year.
A two-hour conversation to imagine the 12-month path ahead: less late-night work, more time back for the people doing the work, and a safer shared understanding of how AI may help Our House.
Today10:30–12:30
One discussion, not two sessions. We are gathering the questions and shape of the year.
The toolsCopilot + Claude
Microsoft Copilot and Anthropic Claude are the chosen tools to learn, compare, and govern.
The horizon12 × 90 minutes
One monthly meeting for the next year, shaped by what the team is seeing and trying.
Today’s skeletal framework
Listen first.
Then frame the year.
Do not arrive with a finished roadmap. Use the room to hear what matters to the people doing the work, identify the boundaries that need clarity, and decide what questions the monthly relationship should keep open.
What should feel better?
Where could better tools support clinical staff, house teams, regional leaders, and the people they serve?
What must stay safe?
Which data, decisions, systems, and communications need policy, permission, review, or a human owner?
What should we keep learning?
What should the monthly 90-minute rhythm help the team test, understand, measure, and bring back?
Close today with a shared question
“What would make the next year of work feel more supported, less burdensome, and safer to navigate?”
Three human outcomes
Keep people
at the center.
These are the outcomes to keep testing against. They are not promises or metrics yet; they are the reason to have the conversation.
01
More sustainable work
Help clinical and frontline staff get time back, reduce avoidable rework, and spend less work at night or on weekends.
02
Better support for the houses
Make recurring work, training, communication, reporting, and follow-up more consistent without erasing local judgment.
03
Safer future fluency
Help staff understand where AI may help, where it must be checked, and where it should not be used.
Questions before policy
Governance is
a conversation first.
Use these prompts to bring the policy work Our House may need into view. Today’s job is to discover what requires an answer—not to invent the answer in the room.
Data
What can enter Copilot or Claude? What is PHI, resident, employee, finance, internal, or public?
Access
Which account, plan, tenant, connector, SharePoint site, or mailbox is actually approved?
Action
May AI draft, summarize, retrieve, recommend, or execute? Where is human review required?
Ownership
Who maintains a shared skill, checks a result, handles an exception, and retires a workflow?
Explore
Generic training, public information, de-identified examples, and low-risk administrative experiments.
Verify
Internal documents, employee information, finance exports, shared assistants, and connected Microsoft 365 work.
Hold
PHI, resident identifiers, clinical decisions, autonomous changes, or automatic external communication.
The 12-month conversation
Bring the month
into the room.
Each 90-minute session can be shaped by the team’s current work, the challenges that came up, and the tools and techniques that changed since the last meeting.
Before
Ask the team
What is on your mind? What are you working on? What challenge or experiment should we understand before we meet?
During
Work the question
Bring one workflow, tool update, technique, or governance question. Brainstorm together. Keep the boundary visible.
After
Carry the learning
Record what was learned, what remains open, who owns the next step, and what should shape the next month.
Invitation to the team
“Before each monthly meeting, tell us what you are trying, where you are stuck, and what you want the room to help you think through.”
What we leave with today
Not a finished plan.
A living starting point.
By 12:30, aim to have a shared picture of the questions, outcomes, guardrails, and monthly rhythm worth carrying forward.
What matters
The work and people outcomes the year should serve.
What needs clarity
The policy, access, data, and ownership questions still open.
What to bring back
The pre-meeting prompts that let the team shape each 90-minute session.
What to notice
Evidence of time returned, work improved, and safer understanding.