THE ADVISORY METHOD / WORKFORCE & WORKFLOW ASSESSMENTUnderstand the work.
Before changing it.
A structured way to bring employee experience, leadership priorities, and expert judgment into the same conversation.
A METHOD, WITH CONTEXT
The everyday work.
Seen from both sides.
Leaders and employees bring different perspectives on how work happens. Both matter when deciding where AI might help.
Structured input creates a starting point for discussion: what takes time, where work slows, and which responsibilities rely on human expertise. Expert review places that information in the context of your business.
The findings inform the advisory engagement and its recommendations. They are one input into the decisions you make.
TWO PERSPECTIVES. ONE INFORMED CONVERSATION.The Leadership View
What should the role
make possible?
Business priorities, intended responsibilities, and the outcomes the organization needs.
The Employee View
What does the work
actually involve?
Everyday tasks, information needs, obstacles, and the practical experience of doing the work.
Differences invite a closer look. They need interpretation and context before they become recommendations.FROM INPUT TO AN ADVISORY ROADMAPA picture of the work.
A basis for decisions.
01 Agree the scope.
Define the business question, the teams or workflows involved, and the information needed.
02 Gather structured input.
Capture leadership and employee perspectives on responsibilities, recurring tasks, and current AI use.
03 Review the findings.
Examine patterns and differences, test assumptions through discussion, and consider the practical limits of the information.
04 Set priorities together.
Discuss useful opportunities, team readiness, and the privacy and oversight considerations that belong in the plan.
Workforce
Intelligence.
THE ASSESSMENT PLATFORMBE THE FIRST TO KNOW
What could AI change about the way your people work?
Look beyond individual tasks to explore where AI could create value, how roles may shift, and what your team needs to move forward. Meet the Workforce Intelligence Scan from The AI Shift.
BEFORE WE BEGIN A few questions,
considered.
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The assessment described here uses structured information provided by participants. It should not be presented as automated monitoring or detection of AI activity across your systems.
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The engagement should explain the purpose, what information is requested, who can access it, how findings will be reported, and how the information will be retained. These arrangements must match the process actually implemented.
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Anonymity should not be assumed. Reporting and access arrangements need to be agreed and explained, including how small teams and identifiable roles will be handled.
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No. You can discuss your goals and an advisory scope with The AI Shift directly.
A MORE INFORMED STARTBring the business question.
We’ll help frame the work.
Start with the goal you are trying to reach. We can discuss what input and support would be useful.