Problem Before Tool: Free session framework for HR leaders
Use this 45-minute workshop framework to help your People leadership team define measurable HR workflows, separate reasoning from predictable work, and build an AI roadmap around outcomes worth funding.
AI enablement works best when teams start with the work that needs to change. This free 45-minute session framework helps HR leaders define that work before choosing or funding the next tool.
Use the When/Then method to identify the trigger, desired outcome, accountable owner, and measurable proof for a workflow your team owns. You’ll also learn how to separate steps that require judgment from predictable work that automation can handle consistently.
Use the framework to:
Identify workflows that can reduce manual effort, improve consistency, or speed up service for employees and managers
Turn broad AI ideas into defined, measurable workflows
Focus AI on reasoning while automating repeatable steps
Prioritize investments based on capacity, quality, risk, and cycle time
Leave with one named workflow and a clearer backlog for what to map, govern, and build next
Download the workbook to run the full session with your leadership team, including facilitator prompts, workflow canvases, and a step-sorting exercise.
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Run a 45-minute session that turns one HR workflow into a measurable plan for AI and automation.