About this Event
Join the AI Pilot Portfolio Lab!
Strategic Focus: A roll-up-your-sleeves working lab engineered for business leaders to evaluate real organizational workflows and construct a prioritized, testable 30-day AI pilot portfolio.
The 5 Operating Boundaries: Systematically classify candidate workflows into Automate, Augment, Pilot, Defer, or Do Not Automate to prevent costly trial-and-error.
Key Deliverables: Leave with an AI Opportunity Inventory, Pilot Priority Matrix, 30-Day Pilot Charter, and a documented K*ll Criteria Framework to stop underperforming initiatives responsibly.
Data Privacy & Security: Attendees must work with anonymized, synthetic, or redacted operational scenarios; entering production credentials, proprietary datasets, or sensitive personal data into public tools is strictly prohibited.
Independent Educational Format: Focuses exclusively on workflow architecture, governance, and business rules; does not include custom code generation, API development, or software vendor sales.
What to Bring: Bring a laptop, charger, access to your preferred general-purpose AI interface, and 3–6 real workflow ideas your organization is currently considering.
Hospitality: Filtered water, hot tea, and coffee are provided complimentary; no meals or alcoholic beverages are included.
Agenda
5:40 PM – 6:00 PM: Doors open, check-in, Wi-Fi connectivity, and initial workflow selection.
6:00 PM – 6:15 PM: Framework Overview: Why AI idea lists fail and what makes a workflow pilot-worthy.
6:15 PM – 6:45 PM: Sprint 1: Building Your AI Opportunity Inventory (mapping candidate business processes).
6:45 PM – 7:15 PM: Sprint 2: Scoring the Portfolio (evaluating business value, data readiness, failure impact, and human accountability).
7:15 PM – 7:25 PM: Mid-Session Break & Technical Troubleshooting Window (10-minute reset).
7:25 PM – 7:55 PM: Sprint 3: The 30-Day Pilot Charter (defining baselines, success metrics, and human review boundaries for one primary workflow).
7:55 PM – 8:15 PM: Sprint 4: K*ll Criteria & Human Boundaries (establishing explicit conditions to pause or terminate underperforming pilots).
8:15 PM – 8:35 PM: Executive Portfolio Review Simulation (evaluating candidate initiatives through an executive lens).
8:35 PM – 8:45 PM: Final commitments, implementation toolkit access, and closing remarks.
Event venue & nearby stays
Palo Alto Event Center, 4249 El Camino Real, Palo Alto, United States
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