Planning together (activity)

Invite your team to co‑create practical plans for using artificial intelligence at work

60 to 90 minutes | Team discussion | Low effort 

Use this activity to help your team explore where AI could support their work. Identify practical uses for AI, agree on priorities, and plan small tests. 

This activity supports our guidance on how to start small and build momentum

Why this matters

Planning together helps teams build a shared understanding before making decisions or choosing tools. 

By working through ideas as a group, you can surface:  

  • practical opportunities  
  • identify risks early 
  • build confidence to test AI in small, low risk ways. 

This approach makes it easier to move from curiosity to action without rushing or locking in the wrong approach. 

How to do it

This activity is designed for teams to explore AI in a simple, practical way without needing technical expertise.

Before you start

Keep it simple. You will need:

  • a whiteboard, sticky notes or a digital board
  • a facilitator (this can be you)
  • your team.

Step 1: Warm up

Time: 10 minutes

This step helps surface shared areas of interest before finding solutions.

As a whole group, start by identifying everyday tasks that staff would like to automate, speed up or improve.

Capture brief examples, keeping them focused on real work.

To ground the discussion, focus on tasks that:

  • take longer than expected 
  • repeat often or follow the same steps 
  • involve a lot of manual effort 
  • are regularly delayed or avoided.

For more detail and examples, find out how to identify opportunities.

Step 2: Brainstorm

Time: 20 minutes

This step helps surface current frustrations and inefficiencies that make work harder. 

Split the team into small groups of 3 to 5 people. Ask each group to list work challenges or inefficiencies they experience in day-to-day tasks.

This could include:

  • repetitive tasks
  • bottlenecks or delays
  • tasks that need a lot of manual effort.

Capture ideas on sticky notes or a digital board.

If the discussion moves towards tools or solutions, bring it back to the task or problem.

Step 3: Map use cases

Time: 25 minutes

This step helps translate selected problems into clear AI uses you can compare, prioritise and test.

In the same small groups, take each idea and describe:

  • what the problem is
  • how AI could assist or reduce effort
  • what outcome would make the change worthwhile
  • what risks or constraints come with using AI for this task.

Keep responses brief and practical. Focus on clarity rather than detail at this stage.

For more detail and examples, find out how to map your processes.

Step 4: Prioritise

Time: 15 minutes

This step helps decide which ideas are worth testing first based on value and effort.

In the small groups, review all ideas. Use a simple matrix to categorise ideas based on value and complexity:

  • Value: high, medium or low
  • Complexity: easy, moderate or hard

Focus on prioritising ideas that are high value and easy or moderately complex.

For more detail and examples, find out how to identify opportunities.

Step 5: Choose a tool to test

Time: 5 minutes

This step helps identify a practical way to test priority ideas without locking in long‑term decisions.

For the high-priority ideas, consider which AI tool best supports testing the idea.

You could consider:

  • built-in features in existing software
  • tools your team already uses 
  • tools you’ve heard about and want to explore.

If no specific tools come to mind, capture the type of capability you need instead, such as:

  • drafting or summarising
  • searching
  • organising information
  • automating repetitive steps.

This can help guide later research or procurement decisions.

For examples of AI tools, check out artificial intelligence explained and choosing a solution.

Step 6: Pitch ideas and plan a test

Time: 15 minutes

This step helps your team agree on small, low‑risk tests to learn from.

Come back together as a whole group.

Invite each group to briefly pitch the high-priority AI uses they explored, including:

  • the task or problem
  • why it could add value
  • any concerns, risks or challenges they identified.

Once all ideas have been shared, ask everyone to vote on the top one or 2 ideas to test first.

Work together to define:

  • what you will test
  • how you will test it
  • what success looks like
  • what risks or safeguards need to be considered.

After the workshop: testing with AI

The next step is to run a small, low-risk test.

Run the test

Try the AI tool using:

  • sample data
  • a low-risk, real task
  • a previous piece of work for comparison.

Keep the first test simple. Focus on learning what works before scaling use.

Reflect on the outcome

After the test, discuss as a team what worked well and what could be improved. Consider any issues that came up during the test, and how much time and effort the test saved.

Decide what to do next

Based on what you learn, decide whether to:

  • continue testing
  • refine the task or process
  • choose a different AI tool
  • stop and explore another idea.

The goal is to learn enough to decide the next safe and useful step, not to perfect it.