Your AI Foundation

Where you are today

A few of your people already use AI well. Most of the team is at the starting line, there is no shared way of working, and the best of it lives in a few people's heads.

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Where this takes you

By Month 6, AI is part of how you work, your people use it on real work every week, and you can prove the difference in real numbers.

Why it matters: your work gets faster, your knowledge stops living in a few people's heads, and you become the AI-fluent firm in senior living advisory while others are still experimenting. This is how you get there, and what each of you does along the way.

The six-month path

The flow at a glance, then what runs each month underneath it.
Today
Where you start
→
Month 1
Get your foundation
→
Month 2
Make it safe, learn your tool
→
Month 3
Build your skills
→
Month 4
Your team takes the lead
→
Month 5
Go deeper and wider
→
Month 6
See your results
1
Month 1

Get your foundation

Why it matters   You can't improve what you haven't measured, and everyone needs the same starting language before you build anything.

Foundation & Strategy

  • Baseline assessment, by team and firm-wide
  • Your AI Operations Team formed: 3 to 5 people, one of them the leader
  • Your common tool chosen by leadership and your AI Operations Team, toward month-end

Skills & Training

  • The AI Usage Ladder™: where you are, where you're headed
  • Team AI literacy training (the firm-wide kickoff)
  • Leadership AI literacy training, one of the very first
  • Use-case discovery workshop, by discipline and department

Support & Culture

  • Your weekly AI Hour begins
  • Office hours and showcases start next month
  • Leadership commits to protect the time and model the use

Measurement & Reviews

  • Your baseline scorecard is set, real starting numbers
  • What you'll measure: how many use it, how deeply, how often, and the results
This month's shared focus Each discipline sets its own focus from discovery, and its people line up the use cases that will move that focus forward. Every team pointed, the whole firm in one direction.
What you get A clear picture of where you stand, one shared language, a growing list of your own use-case opportunities by department, and your common tool decided.
Who does what this month
Leadership
Take the assessment, stand up your AI Operations Team and name its leader, do the leadership literacy training, weigh in on the tool, and commit to protect the AI Hour and model the use.
AI Operations Team
3 to 5 people form the team, one as leader. Together they run discovery and help weigh the tool options.
Team Members
Take the assessment, join the kickoff and your discipline's use-case workshop, and start your AI Hour.
✓Milestone Foundation set, your AI Operations Team formed (3 to 5 people), tool chosen, everyone has started their AI Hour.
2
Month 2

Make it safe, learn your tool

Office hours & showcases begin
Why it matters   Now that the tool is chosen, the fastest way to learn is to build on it, with the rules clear and your context ready.

Foundation & Strategy

  • Your one-page AI policy and guardrails
  • What to trust AI with on client work, and what stays human-checked
  • Use-case list finalized and prioritized
  • Your SharePoint data organized, cleaned, and connected to your tool

Skills & Training

  • Hands-on tool training: Beginner to Intermediate (Rungs 1 to 2)
  • The DICE Method: give AI the right context
  • AI Projects best practices: build your first assistant (Rung 2)
  • Start your core context, your foundational reports

Support & Culture

  • The AI Hour, now your weekly build time
  • Office hours begin, twice a month
  • Your first showcase: share what you built
  • A chat channel for questions between sessions

Measurement & Reviews

  • Tracking against your baseline starts
  • Your first experiments and learnings logged, not just wins
  • A light check on who is using the AI Hour
This month's shared focus Each team holds its focus; each person builds an assistant for a use case that advances it. The team moves together.
What you get Real skill on the tool you'll use every day, your first working AI assistant for a task you repeat, and the freedom to use AI on role-specific work without second-guessing.
Who does what this month
Leadership
One half-day to set the policy. Pick your own use case and build it in plain view.
AI Operations Team
Stands up the guardrails, runs the tool-training rollout, organizes and connects your data, and helps people build their first assistants.
Team Members
Learn your tool to an intermediate level, learn the DICE Method, and build your first AI assistant for a task you repeat. Bring it to office hours.
✓Milestone Policy published, the team working at Rung 2 on your tool, and everyone holding a first assistant.
3
Month 3

Build your skills

Check-in
Why it matters   This is where AI becomes a real thinking partner and your builds become work you can trust.

Foundation & Strategy

  • Your top use cases move into deeper build
  • Advanced users' private setups brought into the standard

Skills & Training

  • The GAIN Method: prompting as a real thinking partner
  • Context best practices that make your assistants reliable
  • Running real pilots, the 3S Framework

Support & Culture

  • The AI Hour, office hours, and showcases continue
  • A shared library of prompts and assistants starts
  • Your AI Operations Team starts leading sessions

Measurement & Reviews

  • An early Month 3 check-in on how adoption is taking
  • Experiments, wins, and learnings all logged
This month's shared focus Each team picks its next focus; people run pilots on the use cases under it. Showcases keep the teams aligned on what's working.
What you get Sharper, more reliable assistants and AI as a real thinking partner, with proof in real numbers that it is saving you time.
Who does what this month
Leadership
Back the pilots, and keep developing your own use case in the open.
AI Operations Team
The team runs the pilots; your advanced users migrate and start leading.
Team Members
Learn the GAIN Method, tighten your context, run a pilot on real work, and show it at the showcase.
✓Milestone Most of your team at Rungs 2 to 3, reliable assistants, and first measured wins.
4
Month 4

Your team takes the lead

Progress review
Why it matters   It only sticks if your own people run it, and the bigger wins come from automating and building together.

Foundation & Strategy

  • Your AI Operations Team owns and coordinates the program
  • Momentum held through any staffing changes

Skills & Training

  • Advanced tool training (Rung 3): automation and your tool's advanced features, as access and permissions allow, with some agentic work where it fits
  • Team collaboration: shared projects and team conventions, so everyone works in sync

Support & Culture

  • The AI Hour, office hours, and showcases, now run by your team
  • People mentor each other across the team, bringing the rest along

Measurement & Reviews

  • Your first leadership progress review
  • Usage, pilots, and early returns, measured against the start
This month's shared focus Each team picks a focus worth automating; people coordinate their builds so they connect instead of duplicating.
What you get Automations that take work off your plate, a team that builds together, and the first real proof of movement for leadership.
Who does what this month
Leadership
Take part in your first progress review, and keep developing your own use case where the team can see it.
AI Operations Team
Runs the day to day and leads the office hours, showcases, and sessions.
Team Members
Take the advanced tool training, automate a step that runs on its own, and build alongside your team.
✓Milestone Your team runs the cadence, automations live at Rung 3, first review done.
5
Month 5

Go deeper and wider

Why it matters   Your real edge comes from the work only your firm can do with AI, and from keeping the whole team moving together.

Foundation & Strategy

  • A shared view so the whole firm can see what is being built
  • Your AI Operations Team owns the program and the shared library

Skills & Training

  • Advanced builds and some agentic work for your power users
  • Automations that run without you, scaled across the team
  • Proven workflows captured into your team playbook

Support & Culture

  • The AI Hour, office hours, and showcases continue
  • By now there's broad adoption across the team; proven workflows become how you work

Measurement & Reviews

  • Ongoing tracking of real use and value
  • Experiments, wins, and learnings captured into your team playbook
This month's shared focus Each team standardizes the workflows under its focus, so everyone works the same proven way.
What you get Advanced power-user builds, broad adoption across the team, and a playbook of what actually works for your firm.
Who does what this month
Leadership
Back the advanced builds and the shared firm-wide view, and keep developing your own use case.
AI Operations Team
Keeps the whole team moving and supported; your power users build advanced tools and some agentic work.
Team Members
Use the proven workflows, add yours to the playbook, and keep climbing in your AI Hour.
✓Milestone Advanced builds and automations live, the shared view up, broad adoption across the team.
6
Month 6

See your results

Final review
Why it matters   Proof, not guesswork. You see the movement in real numbers and you own what runs next.

Foundation & Strategy

  • The whole program handed to your AI Operations Team to run
  • A clear plan for what's next, owned by you

Skills & Training

  • Consolidate what you've built into shared, reusable assets
  • Your team keeps climbing the ladder on its own
  • Scope what's next: deeper builds and the bigger opportunities

Support & Culture

  • The AI Hour, office hours, and showcases are fully yours
  • Your AI Operations Team sustains the rhythm

Measurement & Reviews

  • Your final leadership review
  • Results measured against where you started: usage, depth, frequency, and outcomes
This month's shared focus Each team sets its next focus, so the whole firm keeps moving in one direction past the engagement.
What you get AI woven into how you work, owned by your team, with the numbers to prove the difference and a clear path to what's next.
Who does what this month
Leadership
Take part in the final review and decide what's next.
AI Operations Team
Takes the program and keeps it running.
Team Members
Keep the rhythm. The AI Hour, office hours, and showcases are yours.
✓Milestone Results measured against the start, the program owned and self-running, next phase scoped.

The AI Usage Ladder™

The skill ladder the six-month path climbs. You can't skip rungs.
Rung 1
Chat most of your team starts here
One-off conversations with AI.
Rung 2
Projects your team reaches here
Your own AI assistants that remember your context.
Rung 3
Automation your team and power users
AI workflows that run without you.
Rung 4
Software power users
AI builds simple tools for you.
Rung 5
Agents power users
AI systems that think and act.
Most of your team reaches Rungs 2 and 3. Your power users start a rung or two ahead and push to Rungs 3 and 4, with some agentic work at Rung 5 where it fits. The advanced work happens in small-group sessions, and the monthly focus keeps both groups moving the same direction.
The AI Hour

The one habit that makes it all work: one protected hour a week, picked by each person whenever it suits them. It is not a group meeting. In that hour you watch one short training, then do one real thing with it. From week one, it's where you practice and build. Small input, steady progress.

Everything included

The full engagement, at a glance. These four streams run all the way through.

Foundation & Strategy

  • Baseline assessment, by team and firm-wide
  • A one-page AI policy and guardrails
  • Common tool selection, chosen with you
  • An AI Operations Team, 3 to 5 people with one leader, owning the data foundation and carrying it forward

Skills & Training

  • AI literacy, team and leadership, and the AI Usage Ladder™
  • Use-case discovery workshop, by discipline and department
  • Tool training, beginner to advanced
  • The DICE Method for context, the GAIN Method for prompting
  • Running real pilots, the 3S Framework
  • Building AI assistants, automations, and some agentic work

Support & Culture

  • Office hours, twice a month (Months 2 to 6)
  • The AI Hour, each person's own protected hour a week
  • A shared monthly focus that keeps each team aligned
  • Monthly showcases of wins, experiments, and lessons
  • A shared library of prompts, assistants, and context
  • Recognition for experiments and learning, not just wins

Measurement & Reviews

  • A baseline scorecard, real numbers
  • An experiment-and-learning log, not just wins
  • An early Month 3 check-in
  • Leadership reviews at Months 4 and 6
  • A final results readout against the start

How you stay on track

The recurring beats, and the moments you stop and measure.
Office hours
Twice a month

Bring real work, get coached through it. Months 2 through 6.

Showcases
Monthly

Share wins, experiments, and lessons, including what didn't work. From Month 2.

Check-in
Month 3

A quick read on how adoption is taking, so you catch and fix any stall early.

Leadership reviews
Months 4 & 6

The full picture: usage, the pilots, and the results against where you started.

The result

AI becomes part of how you work, owned by your people, with the proof to show for it.

AI transformation that makes you more valuable, not less.
OnePoint Partners  ·  AI Foundation Engagement  ·  Prepared by Jordache Johnson  |  Never Tech Behind