--- title: AI Workshop url: https://threeventures.com/ai-workshop/ description: A structured workshop series that moves from employee survey to scored use cases to a prioritized implementation plan - grounded entirely in what your own staff said they need, reviewed by your own subject matter experts. updated: 2026-07-13 --- # Turn what your employees know into an AI roadmap leadership can act on **Working in Partnership with the Backbone of Our Economy - AI Adoption & Strategy** A structured workshop series that moves from employee survey to scored use cases to a prioritized implementation plan - grounded entirely in what your own staff said they need, reviewed by your own subject matter experts. **Engagement at a Glance** - **12 wks** — Survey to leadership roadmap presentation - **40–70** — Use cases surfaced in a typical engagement - **3 tiers** — Every use case scored and sequenced - **Day 1** — Tier 3 items your team can start immediately [Schedule a Discovery Call](#tvContactForm) **Backbone Industries:** Manufacturing · Logistics & Distribution · Construction · Supply Chain · Unions & Trades · Agriculture ## The Problem We Solve Most organizations have staff using AI already. **Almost none have a plan for it.** The gap between individual AI experimentation and organization-wide adoption isn't ambition - it's structure, governance, and a clear view of where it actually helps. We build that view before anyone spends real money. - **Staff are using AI tools ad hoc with no policy and no consistency** — Some employees use AI daily. Others stopped entirely because there are no guidelines. Both outcomes represent risk. Neither produces organizational value. - **Leadership wants to invest but has no credible internal view of where** — Vendors pitch their own products. Internal IT teams don't have bandwidth for discovery. Leadership ends up making budget decisions without an honest, independent prioritization of the opportunity. - **Employee knowledge about what they need sits in survey data that never gets used** — Most organizations have done some form of internal survey. The results live in a spreadsheet somewhere. No one has turned that input into a scored, sequenced implementation plan. - **Disconnected systems make the highest-value AI use cases look impossible** — CRM, ERP, marketing platforms, project management tools - most backbone operations have 10 to 20 systems that don't talk to each other. You need to know which use cases require real engineering and which ones don't. What we've seen — Organizations that skip structured discovery end up **building the wrong thing first** - **40–70** — distinct AI use cases surface in a typical engagement before any synthesis - most organizations have no idea the volume of opportunity sitting in their existing workflows - **50%+** — of staff in a typical organization are already using AI tools with no organizational policy guiding them - that's not a pilot, it's unmanaged adoption - **#1** — most common outcome without a discovery process: building something that duplicates a tool the organization already pays for, or solving for the loudest voice rather than the broadest need ## Our Approach Three phases. **One complete roadmap. We go from blank slate to a leadership-ready AI implementation plan - using your employees' own words, reviewed by your own subject matter experts, and sequenced for how your organization actually operates. 1. **Employee Survey & Functional Analysis** — A structured survey deployed to your full staff surfaces where time is actually going - broken down by role, by function, by tool, and by task. We normalize the responses, map them to functional groups, and identify the patterns that repeat across departments before the first workshop begins. · _Weeks 1–2_ 2. **Use Case Workshops by Function** — Two to three working sessions organized by functional area - Finance & Data, Content & Communications, and Tools & Governance. Each workshop produces a tiered, scored use case list. Then your own internal subject matter experts review and rank every item independently. Not Three Ventures - your people. · _Weeks 3–8_ 3. **Leadership Roadmap Presentation** — We synthesize all reviewer inputs, cross-workshop priorities, and survey data into a board-ready presentation. Use cases organized by tier, sequenced by impact and readiness, with an honest view of what requires engineering and what your team can own independently starting immediately. · _Weeks 9–12_ ## The Three-Tier Framework Every use case gets scored. **Not every use case costs the same.** The most important thing a discovery process can tell you is which AI use cases require a specialist engineer, which ones your team can own after a guided build, and which ones your staff can start on day one with tools they already have. ### Custom AI Build — Tier 1 Requires live system integrations, API connections, cross-source data normalization, or RAG architecture. Cannot be accomplished with off-the-shelf tools alone. A specialist builds it. Your organization owns it after delivery. - Automated cross-system data reconciliation (CRM ↔ ERP) - AI agent that queries internal knowledge bases and returns structured answers - Automated reporting pipelines pulling from multiple live data sources _Typically 10–18 builds per engagement_ ### Structured Workflow Build — Tier 2 Accomplished through prompt engineering, document structuring, and workflow design - no custom code or live system integrations. A specialist builds the first version and teaches the pattern. Your team replicates independently from there. - Templated proposal and pitch workflows with structured AI inputs - Recurring report generation from structured document inputs - Meeting workflow kits: pre-brief, agenda, and follow-up in one package _Typically 25–35 workflows per engagement_ ### DIY with Current Tools — Tier 3 Any employee can accomplish this today using tools already in your stack - Copilot, ChatGPT, or equivalent. What's missing isn't the tool. It's role-specific examples, a shared prompt library, and clear policy guidance. - Email drafting, editing, and tone adjustment workflows - Research synthesis and briefing document generation - First-draft content creation for internal and external communications _Typically 12–18 starter items per engagement - available immediately_ > **Every use case is scored across eight implementation dimensions:** data normalization, API and system integration, document parsing, knowledge base requirements, automation triggers, human-in-the-loop design, context management, and data privacy. That scoring is what drives the tier assignment - and what gives leadership a defensible basis for sequencing investment. ## What You Get Eight deliverables. **Built from your data. Owned by your team.** Everything produced in this engagement is designed to be used - by your leadership team, your implementation partners, your internal champions, and your staff on day one. - **Employee AI Readiness Survey** — Customized for your organization and functional areas. Captures pain points, current tool adoption, AI familiarity levels, and specific use case ideas from your full staff - before any external analysis begins. - **Functional Use Case Compilation** — A complete inventory of employee-surfaced needs and use cases organized by functional area, with respondent traceability preserved for internal reference and all external materials anonymized. - **Tiered Use Case Prioritization Matrix** — Every use case scored across eight implementation dimensions and assigned to Tier 1, 2, or 3 - with a written rationale for each assignment and a complexity profile your technical team can use directly. - **Internal Reviewer Workbooks** — One structured workbook per subject matter expert. Reviewers score priority, effort vs. impact, and willingness to champion each use case independently - producing priorities that belong to your organization, not to Three Ventures. - **Cross-Workshop Priority Analysis** — A synthesis of where multiple functional groups independently ranked the same use cases as high priority. These cross-cutting items are your organization-wide starting points - not function-specific requests. - **AI User Committee Framework** — A governance structure for ongoing internal ownership of the AI program - including committee composition, decision rights, meeting cadence, and onboarding materials. Built during the engagement, ready to launch at program kickoff. - **Tier 3 Starter Kit** — A role-specific prompt library, usage examples, and policy guardrails covering all Tier 3 use cases. Formatted for distribution - staff returning from a kickoff meeting can begin using these on day one without waiting for a build or a training session. - **Leadership Roadmap Presentation** — A board-ready summary of findings, reviewer priorities, and the sequenced implementation plan - structured for leadership review, investment decision-making, and clear next steps. ## What Makes This Different Your reviewers set the priorities. **Not Three Ventures.** Most consulting engagements hand leadership a prioritized list and tell them what to build first. This one doesn't work that way. Your own subject matter experts - from finance, marketing, operations, sales, wherever - each independently score every use case for priority, effort vs. impact, and whether they'd champion it internally. When leadership sees the roadmap, the priorities in it belong to 10 to 20 of their own people. That changes the conversation from "the consultants think we should do this" to "this is what your own team ranked first." Implementation moves faster. Internal resistance drops. Budget conversations are easier. Three Ventures synthesizes and sequences. Your organization decides. **What reviewers do** - **Score every use case independently** — Rate priority, effort vs. impact, and personal willingness to champion each item - using a structured workbook, not a meeting or a group discussion. - **Represent their functional area** — Each reviewer brings domain knowledge that Three Ventures can't replicate - what's actually painful, what has tried-and-failed history, and what would get adopted vs. ignored. - **Signal internal ownership early** — Reviewers who mark "Yes, I'd champion this" become the implementation team's first internal contacts - people who already believe in the use case before a build begins. - **Create a defensible prioritization record** — When leadership asks why a particular use case is in month one, the answer is "because X of your own reviewers ranked it high priority independently." ## Engagement Timeline Twelve weeks. **No surprises.** Fixed scope, clear milestones, defined deliverables at each stage. We've run this engagement multiple times and know exactly what it takes - and what it doesn't. 1. **Survey & Analysis** — Survey design, deployment, response collection, data normalization, functional area analysis, and pain point mapping across your organization · _Weeks 1–2_ 2. **Workshop Series** — Two to three functional workshops, use case compilation, tier scoring across eight dimensions, and internal reviewer workbook distribution and collection · _Weeks 3–8_ 3. **Synthesis** — Cross-workshop priority analysis, reviewer input aggregation, Tier 3 starter kit build, AI User Committee framework development, and roadmap sequencing · _Weeks 9–10_ 4. **Roadmap Delivery** — Leadership presentation, full deliverable handoff, Q&A session, and recommended next steps for implementation - including what a phased build program looks like · _Weeks 11–12_ ## Ideal For The right engagement **for your situation** This works best when there's genuine leadership interest in AI - but no internal view of what's actually possible, what it would cost, or where to start. - Organizations where AI adoption is happening unevenly - some teams using tools actively, others not at all, and no one coordinating the difference - Leadership teams evaluating an AI investment and wanting an independent, evidence-based view before committing budget to a vendor or a build - Backbone industry companies with 10 to 20 operational platforms that don't integrate and where staff duplicate work across systems daily - Organizations that have run a one-off AI pilot or training session that didn't stick - and want to understand why before trying again with real money - Teams preparing a board-level AI investment case and needing a credible, internally-validated prioritization to support it ### Engagement Details **Priced by organization size and scope** — Fixed Fee - Scoped per Engagement - **Duration:** 12 weeks - **Pricing Model:** Fixed Fee - **On-site Required:** Optional - virtual or in-person - **Internal Reviewers:** 10–20 subject matter experts (client-side) - **Client Time Required:** ~3–4 hrs / week (leadership + reviewers) - **Ongoing Commitment:** None required [Inquire About This Service](#tvContactForm) ## Ready to find out what your employees **actually need from AI?** Every engagement starts with a 30-minute call. We'll tell you quickly whether this fits your organization - and what a survey scoped to your team would look like. [Schedule a Discovery Call](#tvContactForm)