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AI For Strategic Planning
This presentation explores the power of AI in driving strategic planning. We'll discuss how AI can help organizations define their goals, identify key targets, and track relevant metrics.

Trina Limpert
CEO, RizeNext Corp
Tyler Small
CEO, GenAI Blackbelt

2 Contributors

Webinar Series Overview
This webinar series is designed to help you leverage AI for strategic planning.
Each webinar will cover a different aspect of strategic planning, from setting goals to putting plans into action.

1

2

Defining Goals, Targets, & Initiatives

3

Budgeting

4

Resourcing

5

Communicating

6

Putting into Action
Bonus Announcement
Stay tuned to learn how to get up to 50% of your corporate training costs covered.
This exclusive offer can help you implement AI training programs cost effectively.
Book a FREE 45-Minute AI Strategy Consult with Tyler Small
Review of Previous Webinar
(In 60 Seconds)
Time to Reach 1 Million Users
The time to reach 1 million users has plummeted in recent years due to technological advancements and the rise of the internet and mobile devices.
Fire
100K
Years
Amazon
3
Years
Facebook
10
Months
ChatGPT
5
Days
4 Key Takeaways for Today
1. Define Your Business Goals
SMART
2. Set Targets
Overarching, quantitative result
3. Operations Metrics
How I measure as I go, in different buckets
4. Communication
Putting into action and tracking with clear dashboards
Aligning Individual Goals with Strategic Goals
AI Communication
AI can help leaders effectively communicate strategic goals to their teams. Explain the "why" behind the goals.
Clear Connections
AI can analyze individual roles and goals, showing how they connect to the strategic plan.
Progress Tracking
AI can monitor progress toward goals, providing insights for adjustments and celebrating wins.
The Chicken or the Egg?
Peanut Butter Spread
vs
Laser approach
Importance of Goals, Targets, and Metrics
Precisely defined goals provide a clear direction for your team. When everyone is aligned on the same goals, it fosters a sense of purpose.
Clearly defined targets provide specific milestones to strive for. By breaking down large goals into achievable targets, you can celebrate wins along the way.
Metrics provide concrete evidence of progress and allow you to measure the success of your strategy. Data-driven insights can guide course correction.
monday.com AI Features and Capabilities
Click here to try Monday.com
Converts plain text (natural language) into structured tasks, making it easy to create tasks and assign them to team members
AI assists in writing updates, descriptions, and communication, ensuring clear and concise language
Provides real-time guidance and suggestions for managing projects, improving decision-making, and increasing efficiency
Utilizes machine learning to analyze project data and prioritize tasks based on urgency, importance, and dependencies
Tech-Moms Use Case
Using Claude for Strategic Goals, Targets & Metrics
Steps to Take for AI Transformation

1

2

3

4

5

1

Strategic Alignment
Ensure AI initiatives align with business goals.

2

Data Preparation
Prepare and clean data for AI models.

3

Tool Selection
Choose appropriate AI tool for the task.

4

Implementation
Deploy and integrate AI tool into workflows.

5

Evaluation and Optimization
Monitor, measure model performance & make adjustments.
Successful AI Transformation requires a structured approach. Each step is interconnected and builds upon the previous one.
Bonus Offer. Get up to 50% of your corporate training costs covered.
This exclusive offer can help you implement AI training programs cost effectively.
Book a FREE 45-Minute AI Strategy Consult with Tyler Small
Get Ready to Rise —
Book Time Today!
How to Create a "Custom GPT" (Demo)
1
Data
Provide the foundation for your GPT.
2
Instructions
Tell your GPT what you want it to do.
3
Prompt
Provide your GPT with a specific question or task.
4
Response
Receive your GPT's output based on your input.
AI Actions to Start Using Today
Strategic Initiatives
AI helps to understand the current landscape and analyze opportunities for strategic goals.
Prioritize and Plan
AI can help you prioritize initiatives based on potential impact and risk.
Optimize Goals
Leverage AI to set SMART goals and continuously monitor progress.
Streamline Operations
AI can align teams, improve communication, and support resource planning.