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03 · AI roadmap

Change one step, and the bottleneck moves.

We plan whole chains: 90 days on the one constraint that matters most, with owners, dates, and gates your team runs.

For the leader who owns the result and needs the next 90 days committed.

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AI roadmap · Orrin & Vale, MarketingConstructed example
Days 1 to 30Name a judge and a check for each output typeOne goal and thesis per investmentAn inventory of agents and their overseersGate 1
Days 31 to 60One monthly view of spend, seats, and useA training standard with protected hoursGate 2
Days 61 to 90Baselines for cycle time and reworkA one-page use guide per teamGate 3

Stop, pivot, or accelerate

AccessWeekly active share41%
Changed workDrafts through the check0%
ResultPublished errors2 in Q3

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  • The opening move
    • PR3.1-2 · Head of Content · due 4 Dec
    • Chosen by the binding constraint, verification design
    • Its first step needs nothing upstream, so it starts on day one
  • PR6.2-3
    • CMO · due 20 Nov · on track
    • Each AI investment gets a goal, an owner, and the result it must show by renewal
  • TE5.0-1
    • IT business partner · due 2 Nov · on track
    • What each agent may do alone, and who oversees it
  • Gate 1 · the CMO decides, 11 Nov
    • Open wave 2: extend the written check to Performance?
    • Criteria set before the wave: baselines 2 of 2, every agent found
  • TE3.1-2
    • Marketing ops lead · behind, with a plan
    • Due 15 Dec, moved from 8 Dec, mitigation on record
  • PE4.2-3
    • CMO · due 9 Dec · on track
    • Five hours of training with coaching, and two protected hours a week for a quarter
  • Gate 2 · the Head of Content decides, 11 Dec
    • Scale the checked draft to Brand and Insights?
    • Live read: 90% of drafts through the check. Payback read: no published errors for two clean months
  • PR5.1-2
    • Marketing ops lead · due 8 Jan · on track
    • With a baseline, you see whether more output brings more rework
  • TE4.2-3
    • Legal partner · behind, needs a decision
    • The CMO decides which unlisted tools the guide permits
  • Gate 3 · the IT business partner decides, 10 Jan
    • Let the brief-intake agent act with approval?
    • Autonomy grows only on evidence: overrides below 5% for 30 days, both thresholds yours
  • Three answers at every gate
    • Stop, pivot, or accelerate
    • Each written before the wave starts, so the plan bends to what the evidence shows
  • Access
    • 41% of seats active weekly
    • Any prompt in 7 days, by the vendor's own definition
    • The first link: access, then changed work, then result
  • Changed work
    • 0% of Content drafts through the written check
    • No check exists yet; Gate 2 asks for 90%
  • Result
    • 2 published errors in Q3, traced to unchecked drafts
    • From your own records. Every cash figure is yours, and a cell nobody prices reads unpriced

What you leave with

  1. 01

    The first move.

    Chosen by the one constraint holding the rest back, one step up from where you are.

  2. 02

    Two to five work chains.

    Mapped before and after AI, and changed as whole chains, never single tasks.

  3. 03

    A 90-day plan with gates.

    Every wave ends at a gate set in advance, where you stop, pivot, or accelerate.

  4. 04

    A scorecard in three parts.

    Show what changed: access, changed work, and result. Every cash figure comes from your numbers.

Our view

We plan whole chains.

Content production · about 120 drafts a monthConstructed example
Before AI6 steps01Brief arriveswith the requestContent lead02Writer draftswith AI in aseparate windowWriter03Writer checksthe draft aloneWriter04Editor reviewswhen time allowsEditorbottleneck05Legalspot-checksclaimsLegal partner06PublishContentoperationsAfter AI6 steps01Brief arriveswith the requestContent lead02changedAI drafts fromthe brief andthe team libraryAI + writer03newA named judgeruns the writtencheckJudgecheck: thewritten checkfor this outputtype04changedEditor reviewsflagged draftsonlyEditor05Legalspot-checksclaimsLegal partnerbottleneck06PublishContentoperationsBefore AI6 steps01Brief arrives with the requestContent lead02Writer drafts with AI in a separate windowWriter03Writer checks the draft aloneWriter04Editor reviews when time allowsEditorbottleneck05Legal spot-checks claimsLegal partner06PublishContent operationsAfter AI6 steps01Brief arrives with the requestContent lead02changedAI drafts from the brief and the team libraryAI + writer03newA named judge runs the written checkJudgecheck: the written check for this outputtype04changedEditor reviews flagged drafts onlyEditor05Legal spot-checks claimsLegal partnerbottleneck06PublishContent operations
Before AI, the editor is the bottleneck. With the written check in place, it moves to legal, so the plan covers the whole chain.

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  • Before AI, step 1
    • Brief arrives with the request
    • done by Content lead
    • no designed check
  • Before AI, step 2
    • Writer drafts with AI in a separate window
    • done by Writer
    • no designed check
  • Before AI, step 3
    • Writer checks the draft alone
    • done by Writer
    • no designed check
  • Before AI, step 4
    • Editor reviews when time allows
    • done by Editor
    • no designed check
    • the bottleneck
  • Before AI, step 5
    • Legal spot-checks claims
    • done by Legal partner
    • no designed check
  • Before AI, step 6
    • Publish
    • done by Content operations
    • no designed check
  • After AI, step 1
    • Brief arrives with the request
    • done by Content lead
    • no designed check
  • After AI, step 2
    • AI drafts from the brief and the team library
    • done by AI + writer
    • no designed check
    • changed
  • After AI, step 3
    • A named judge runs the written check
    • done by Judge
    • check: the written check for this output type
    • new
  • After AI, step 4
    • Editor reviews flagged drafts only
    • done by Editor
    • no designed check
    • changed
  • After AI, step 5
    • Legal spot-checks claims
    • done by Legal partner
    • no designed check
    • the bottleneck
  • After AI, step 6
    • Publish
    • done by Content operations
    • no designed check

How it runs

  1. We read what you own: the binding constraint, each AI investment, and the chains your team leads draw.
  2. We draft the path: the first move, and the order, with the rule that placed each move printed on it.
  3. Your owners decide it in one working session. Day one is the day they do.
  4. We re-read at days 30, 60, and 90, and each gate calls stop, pivot, or accelerate.

You own

The plan, the owners, and the gate calls.

We carry

The read, the draft plan, and measured progress at every re-read.

Help building is a separate engagement, with us or any provider you choose.

What sets the scope

  • How many AI investments.
  • How many chains, from two to five.
  • With the maturity read, or a light read of its own.
  • How much support you want after the plan.
How we choose the first move

It moves a number your CFO tracks, reaches production in one budget cycle, rests on a proven mechanism, and sits where AI spend already flows.

After day 90

Months 6 to 24 are shown as a scenario to plan against, never a forecast.

Where the numbers come from

Every cash figure comes from your numbers. If nobody can price it, it says so.

Let’s get you there.

Start with a conversation about where you and your teams stand today.

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