In-Person Decision Workshop – Facilitator Guide
Mission & Charter
The Pillar 1 In-Person Decision Workshop exists to convert evidence into commitment. This is not a discovery session and not a design review. Discovery has already occurred through Superintelligent; synthesis has already been shared through pre-read materials. The mission of this workshop is to:
- Review and validate Superintelligent findings against lived experience
- Resolve disagreements about what is real versus anecdotal
- Select 2–3 priority agent opportunities to move forward
- Establish named business owners for each priority
- Define the workstreams that will propagate these priorities through the remaining pillars
The outcome of this session is a clear, owned plan forward, not a list of ideas.
Required Personas (Strictly Enforced)
1. CIO – Accountable for Safe AI Adoption
Owns the risk posture of the organization. In this session, the CIO ensures selected priorities can plausibly be governed, secured, and scaled later, without yet designing controls.
2. Line-of-Business Leaders (P&L Owners)
Own the problems surfaced by the survey and control the budgets required to solve them. Their role is to confirm pain, prioritize tradeoffs, and commit resources.
3. Veteran Practitioners / Institutional Memory Holders
Individuals who have worn multiple hats over time and understand historical failures, informal processes, and regulatory landmines. Their role is to validate feasibility and call out hidden risks.
Explicitly excluded: data, security, legal, finance, vendors, architecture teams.
Inputs to the Workshop
Participants are required to have reviewed:
- Superintelligent survey synthesis
- Customer-facing pre-read communication
- Leadership feedback incorporated post pre-read
Orion enters the room with prepared artifacts, not questions.
One to One-and-a-Half Day Onsite Agenda (Standard)
The in-person decision workshop is intentionally designed as a full-day to 1.5-day session to allow sufficient time for absorption, debate, and commitment. Attempting to compress this work into a short workshop reliably leads to shallow alignment and unresolved disagreement.
The agenda below reflects a 10:00am start, built-in breaks, and a 4:30pm close, with an optional half-day extension if additional convergence is required.
Day 1
10:00–10:30 | Arrival, Context Setting & Reconfirming the Mission
- Welcome and context reset
- Reiterate purpose: decisions, not discovery
- Reconfirm adoption as the north-star metric
- Review what is explicitly out of scope
10:30–11:30 | Review of Superintelligent Findings (Structured Readout)
- Walk through the 10 discovered opportunities
- Highlight cross-functional patterns, not anecdotes
- Review where survey signal was strongest and weakest
11:30–11:50 | Morning Break
11:50–12:45 | Validation & Issue Resolution
- What aligns with lived experience?
- Where does context need to be added?
- Which findings are real versus situational or historical?
12:45–1:45 | Lunch (Unstructured Discussion)
- Informal discussion encouraged
- Orion observes themes and tensions
1:45–2:45 | Priority Evaluation & Tradeoff Discussion
- Apply the five evaluation lenses (frequency, impact, $$, agent-fit, adoption)
- Explicitly discuss deferrals and sequencing
- Pressure-test top candidates against risk tolerance
2:45–3:05 | Afternoon Break
3:05–4:00 | Priority Selection & Workstream Definition
- Final selection of 2–3 priority agent opportunities
- Define problem statements and intended outcomes
- Assign business owners and Orion leads
4:00–4:30 | Day 1 Wrap-Up & Reflection
- Summarize decisions made
- Identify open questions or tensions
- Determine whether Day 2 is required
Optional Day 2 (Half-Day)
9:00–10:30 | Deep Dive on Selected Workstreams
- Refine scope and success criteria
- Identify early risks and dependencies
- Align on what will not be addressed in Phase 1
10:30–10:50 | Break
10:50–12:00 | Propagation Planning Across Pillars
- How each workstream flows into Pillar 2 (Data Readiness)
- Early trust and guardrail considerations (Pillar 3)
- Experience touchpoints to design for adoption (Pillar 4)
- Initial economic framing to support Pillar 5
12:00–12:30 | Final Alignment & Close
- Confirm owners, next steps, and timelines
- Reconfirm executive sponsorship
- Close with shared understanding of the path forward
Outputs & Collateral Generated
The workshop produces durable artifacts used throughout the engagement:
- Pillar 1 Decision Record — Documented rationale for selected priorities and deferred items
- Named Workstreams (2–3) — Each with:
- Business owner (accountable)
- Orion lead (responsible)
- Clear problem statement
- Propagation Plan — How each workstream advances through Pillars 2–5
Why This Workshop Matters
This session is the inflection point of AI Outcomes. It is where:
- Anxiety becomes clarity
- Evidence becomes ownership
- Ideas become funded workstreams
Without this step, AI initiatives either stall or sprawl. With it, the remainder of the program proceeds with focus, discipline, and executive air cover.