Leadership Recap Template

Fill this out at the end of AI Day from the Workflow Capture worksheets. Hand to your CEO / leadership team.

The headline

One sentence: what happened today.

Quick wins (use this week)

Top 3 workflows worth productionizing

Estimated time savings

Per week: ____________    Per year: ____________    In dollars: ____________

Training gaps surfaced

Governance / policy needs

Top 3 risks to address

Recommended next investment

Implementation sprint (build top workflows)    Custom agent build    Ongoing AI ops support    More training

Recommended timeline