Workshop 9: Developing Your AI Playbook | beneAI
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Workshop 9

Developing Your AI Playbook

Strategy Readiness Assessment Goal Setting
90 minutes All levels In person or virtual
Session Description

Every organization needs a plan for AI. This session helps you build one: assessing readiness, setting priorities, allocating resources, and defining what success looks like.

Most organizations know they should be doing something with AI, but struggle to turn that instinct into a concrete plan. Without a strategy, adoption tends to be scattered: one team experiments with a chatbot, another tries a writing tool, and no one is sure whether any of it is actually moving the mission forward.

This session changes that. Through guided exercises, your team will work through the key components of a practical AI strategy: where you stand today, where AI can make the biggest difference, what resources you need, and how to measure progress. We do not hand you a generic template. We help you build a playbook that reflects your organization's unique mission, capacity, and goals.

You will leave with a draft AI playbook that includes a readiness assessment, a prioritized list of opportunities, a resource plan, and clear success metrics. This is a working session designed to produce something you can actually use, not just another binder on the shelf.

What We Cover

Topics Covered in this Session

Each topic includes guided exercises to build your playbook in real time.
No jargon without context.

01
Readiness Assessment: Where Does Your Organization Stand?

Before you can plan where to go, you need to know where you are. We walk your team through a structured readiness assessment that evaluates your current technology infrastructure, team skills and comfort levels, data maturity, and organizational culture. You will finish with a clear, honest picture of your starting point.

02
Opportunity Mapping: Where AI Can Make the Biggest Difference

Not all AI opportunities are created equal. We guide your team through a prioritization exercise that maps potential AI applications against two dimensions: impact on your mission and feasibility given your current resources. You will leave with a ranked list of opportunities that balances ambition with pragmatism.

03
Resource Planning: Budget, Skills, and Timeline

Strategy without resources is wishful thinking. We help your team think through the practical requirements for your top priorities: what tools cost, what skills you need to build or hire, how long implementation will realistically take, and where to find funding or in-kind support. You will draft a resource plan that is grounded in reality, not aspirations.

04
Defining Success: Metrics That Actually Matter

How will you know if your AI efforts are working? We help your team define success metrics that go beyond efficiency gains: mission impact, team satisfaction, stakeholder experience, and organizational learning. You will build a measurement framework that keeps your AI strategy accountable to your mission, not just to your budget.

05
Your Draft Playbook: Putting It All Together

We close by assembling everything into a cohesive draft playbook: your readiness assessment, prioritized opportunities, resource plan, success metrics, and a 90-day action plan for getting started. This is not a theoretical document. It is a working plan your team can refine and begin executing immediately after the session.

Session Details

Designed to Meet You Where You Are

Every session is interactive and tailored to your team's experience level and goals.

Duration

90 Minutes

Enough time to go deep without overwhelming. Includes guided exercises and collaborative drafting.

Delivery

In Person or Virtual

Available on-site in Colorado or via live video for remote teams anywhere.

Audience

No Prerequisites

Built for teams ready to move from exploration to strategy. No technical background needed.

Who This Is For

Built for Your Team

This session is designed for anyone in a mission-driven organization who wants to turn AI interest into a concrete, actionable strategy.

Executive directors and leadership teams
Program managers and coordinators
Development and fundraising staff
Communications and marketing teams
Operations and administrative staff
Board members and volunteers

Ready to Get Started?

Details forthcoming in March 2026.
Reach out now to reserve your session or learn more about pricing and availability.