ASSIGN
Resource Allocation Phase
Strategic assignment of roles, responsibilities, and resources for optimal AI implementation success. The Assign phase ensures proper governance, team structure, and resource allocation to support transformation goals.
Executive Sponsorship Establishment
Description
Secure high-level executive commitment and sponsorship for AI transformation. Establish clear accountability and decision-making authority at the C-suite level to ensure organizational alignment and resource availability.
Scenario
Retail Chain: CEO becomes AI transformation sponsor, commits to monthly steering committee meetings, and establishes $2M budget with direct reporting on AI ROI to board of directors.
Implementation Prompts
- Identify and engage C-level sponsor for AI transformation
- Establish executive commitment to budget and timeline
- Create board-level reporting structure for AI progress
- Define executive decision-making authority and escalation paths
- Align AI transformation with strategic business objectives
AI Steering Committee Formation
Description
Form cross-functional steering committee with representatives from key business units, IT, legal, HR, and operations to guide AI strategy and implementation decisions.
Scenario
Healthcare System: Steering committee includes CMO, CTO, legal counsel, nursing director, and finance VP. Committee meets bi-weekly and makes decisions on AI pilot priorities and resource allocation.
Implementation Prompts
- Select steering committee members from key business functions
- Define committee roles, responsibilities, and decision-making authority
- Establish meeting cadence and communication protocols
- Create governance framework for AI project approval
- Set up steering committee reporting and escalation procedures
Department Champions Selection
Description
Identify and assign AI champions within each department to drive adoption, provide training support, and serve as liaison between departments and central AI team.
Scenario
Manufacturing Company: Champions selected from production, quality, maintenance, and supply chain departments. Each champion receives 40 hours AI training and dedicates 20% time to AI initiatives.
Implementation Prompts
- Identify influential employees with technical aptitude in each department
- Define champion roles, responsibilities, and time commitment
- Establish champion selection criteria and approval process
- Create champion network communication and collaboration structure
- Set up champion recognition and incentive programs
Technical Team Assembly
Description
Assemble core technical team with AI expertise including data scientists, machine learning engineers, solution architects, and integration specialists.
Scenario
Financial Services: Technical team includes 2 data scientists, 1 ML engineer, 1 solutions architect, and 1 integration specialist. Team reports to CTO with matrix reporting to business units.
Implementation Prompts
- Define technical team roles and required skill sets
- Recruit or hire technical team members with AI expertise
- Establish team structure, reporting lines, and collaboration methods
- Set up technical team workspace and development environment
- Create technical team performance metrics and success criteria
Budget Allocation & Approval
Description
Allocate and approve budget for AI transformation including technology, training, consulting, infrastructure, and operational costs.
Scenario
Insurance Company: $1.5M budget allocated: $600K technology/licensing, $300K training, $400K consulting, $200K infrastructure. Monthly budget reviews with finance team.
Implementation Prompts
- Create detailed budget breakdown for all AI transformation components
- Secure budget approval from executive leadership and finance
- Establish budget tracking and reporting procedures
- Set up contingency funds for unexpected costs and opportunities
- Create budget governance and approval workflows for expenses
Vendor Selection & Partnerships
Description
Select AI technology vendors, implementation partners, and service providers based on research findings and organizational requirements.
Scenario
Logistics Company: Selected cloud AI platform vendor, system integrator for implementation, and specialized consulting firm for change management. Negotiated 3-year contracts with performance guarantees.
Implementation Prompts
- Conduct vendor evaluation and selection process
- Negotiate contracts and service level agreements
- Establish vendor management and governance procedures
- Set up vendor performance monitoring and review processes
- Create vendor relationship management and escalation protocols
Training Resource Assignment
Description
Assign dedicated resources for AI training including internal trainers, external training providers, and learning technology platforms.
Scenario
Energy Company: Assigned L&D manager as AI training coordinator, contracted with university for custom AI curriculum, and purchased enterprise learning management system.
Implementation Prompts
- Assign internal training coordinators and subject matter experts
- Select external training providers and certification programs
- Set up learning management systems and training infrastructure
- Create training resource scheduling and allocation procedures
- Establish training effectiveness measurement and tracking systems
Communication Channel Setup
Description
Establish communication channels and protocols for AI transformation including regular updates, feedback mechanisms, and stakeholder engagement.
Scenario
Telecommunications: Set up AI transformation intranet portal, monthly all-hands meetings, quarterly newsletters, and dedicated Slack channels for AI discussions and support.
Implementation Prompts
- Create AI transformation communication plan and messaging framework
- Set up digital communication platforms and collaboration tools
- Establish regular communication cadence and meeting schedules
- Create feedback collection and response mechanisms
- Assign communication responsibilities and approval workflows
Quality Assurance Role Definition
Description
Define quality assurance roles and responsibilities for AI implementation including testing, validation, and ongoing monitoring of AI systems.
Scenario
Healthcare Network: Assigned medical director as AI clinical quality officer, IT quality manager for technical validation, and compliance officer for regulatory oversight.
Implementation Prompts
- Define quality assurance roles for AI system testing and validation
- Establish quality standards and acceptance criteria for AI implementations
- Create quality assurance processes and testing protocols
- Assign quality assurance responsibilities and reporting structures
- Set up quality monitoring and continuous improvement procedures
Change Management Team Setup
Description
Establish dedicated change management team to support organizational transformation, address resistance, and facilitate smooth AI adoption.
Scenario
Bank: Change management team includes HR director, organizational psychologist, internal communications manager, and department liaisons. Team focuses on cultural transformation and adoption support.
Implementation Prompts
- Assemble change management team with diverse expertise
- Define change management strategy and implementation approach
- Create change readiness assessment and monitoring procedures
- Establish resistance management and support protocols
- Set up change management success metrics and tracking systems
Security & Compliance Officer Assignment
Description
Assign dedicated security and compliance officers to oversee AI system security, data protection, and regulatory compliance throughout implementation.
Scenario
Financial Services: Chief Information Security Officer assigned as AI security lead, compliance director manages regulatory oversight, and data protection officer handles privacy compliance.
Implementation Prompts
- Assign dedicated security and compliance leadership for AI initiatives
- Define security and compliance responsibilities and authority
- Establish security and compliance review and approval processes
- Create security incident response and compliance violation procedures
- Set up ongoing security and compliance monitoring and reporting
Success Measurement Owner Designation
Description
Designate owner for AI transformation success measurement including KPI tracking, ROI analysis, and performance reporting to stakeholders.
Scenario
Retail Chain: Business analyst assigned as AI metrics owner, creates dashboard tracking 15 KPIs, provides monthly reports to steering committee and quarterly presentations to board.
Implementation Prompts
- Assign dedicated owner for AI transformation metrics and reporting
- Define success metrics, KPIs, and measurement frameworks
- Establish data collection and analysis procedures for success measurement
- Create reporting schedules and stakeholder communication protocols
- Set up performance dashboards and visualization tools