Conversation agenda
Preparation prompts, a discussion structure, and guidance for participation.
PLANNED FACILITATION GUIDE · IN DEVELOPMENT
In developmentMake space for questions.
Move forward together.
A planned guide for managers and facilitators helping a team discuss how AI may change its work.
The guide is being designed to make room for questions about roles, expectations, fairness, and the decisions people need to understand.
In development. Contact Roxy to discuss the concept or share what your team needs.
WHO THIS IS FOR
Who it’s being designed for.
- You’re preparing to talk with a team about an AI-related change.
- People need space to ask how roles, expectations, or working relationships may shift.
- You want to keep questions and commitments visible after the conversation.
PLANNED CONTENTS
What’s being designed.
The planned guide focuses on participation, clear questions, and a practical record of what the conversation reveals.
Team discussion prompts
Questions about changing tasks, expectations, fairness, and working relationships.
Facts and decisions worksheet
A way to distinguish known facts, assumptions, open questions, and decisions.
Follow-up record
Space to record concerns, commitments, responsible people, and review dates.
INTENDED USE
A practical way to use it.
- 01
Define the change
Clarify what is being considered and identify whose work it affects.
- 02
Facilitate the conversation
Use the prompts and worksheets to explore perspectives and the decisions ahead.
- 03
Record and follow up
Capture decisions, unanswered questions, and the commitments the team has agreed.
AN ILLUSTRATIVE STARTING POINT
Hear what people need to know.
For example, a team might be considering AI assistance with client follow-up. The planned prompts would help participants explore how tasks could shift, what information is still missing, and who should be involved in the decision.
What do people need to understand before we change how this work gets done?
A FEW PRACTICAL QUESTIONS
Before you begin.
Can I download the guide now?
The guide is in development and is not yet available to purchase or download. You can contact Roxy to discuss the concept or share the conversations your team needs to have.
Who should participate?
The intended participants include people whose work may change, alongside those responsible for making or implementing decisions. The group should reflect the workflow being discussed.
What if people disagree?
The planned guide will help record different perspectives and identify what needs further discussion or a decision. Concerns can remain visible while the team works out its next steps.
ASK ABOUT THE PLANNED TOOLKIT
Which conversation
does your team need?
Ask Roxy about the planned guide or describe the change your team is trying to make sense of.
roxy@roxannallenphd.comPrefer to email directly? Use the address above.