Example assessment
WorkflowFrequencyRiskOpportunity
New-hire onboardingMonthlyMediumStart here: standard checklist, owner, milestones
Policy questionsWeeklyMediumCreate approved response library with citations
Performance documentationAs neededHighUse a factual template; require HR/legal review
Termination decisionsRareVery highDo not automate; escalate to qualified review
How the 30-day plan is created
- Week 1
Map the current process
Record the trigger, owner, inputs, steps, handoffs, decisions, records, and common delays.
- Week 2
Build the minimum repeatable version
Create the checklist, approved templates, named owner, human-review point, and escalation rule.
- Week 3
Pilot with one real workflow
Track completion time, missed steps, manager questions, and any privacy or safety concerns.
- Week 4
Review and standardize
Fix the gaps, assign measures, train the people involved, and schedule a 30-day follow-up.
Sample decision
Assessment result
Priority: New-hire onboarding. It occurs often, has a clear owner, and benefits from consistency without delegating employment decisions to AI.
First measure: Percentage of required onboarding steps completed by day 7, plus new-hire and manager feedback at day 30.