Current-work mapping
A worksheet to map tasks, handoffs, tools, and current responsibilities.
PLANNED WORKBOOK · IN DEVELOPMENT
In developmentDesign the work.
Keep responsibility clear.
A planned workbook for professionals and small teams exploring how AI could support one recurring workflow.
The workbook is being designed to help you map the tasks, consider the effects on people, and plan a small test with clear human responsibility.
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 considering AI for a recurring workflow and want a structured starting point.
- You want to make human review and accountability explicit.
- You need practical questions to guide a small improvement test.
PLANNED CONTENTS
What’s being designed.
The planned worksheets connect workflow design with human judgment and the experience of the people affected.
Human + AI task review
Prompts for considering where AI assistance fits and where human judgment matters.
People and quality review
Questions about quality, privacy, workload, access, and the effects of the change on people.
Small-pilot planner
A test plan with success measures, review points, and people responsible for decisions.
INTENDED USE
A practical way to use it.
- 01
Choose one workflow
Describe how it works today and identify the part that needs attention.
- 02
Consider the choices
Explore possible AI assistance and assign human responsibility for the work.
- 03
Plan a small test
Decide what to try, how to assess it, and when to review the results.
AN ILLUSTRATIVE STARTING POINT
Start with a real task.
For example, you might explore how a recurring report is prepared. The planned worksheets would guide you through mapping inputs, identifying review responsibilities, and choosing a small part of the process to test.
What could AI help with—and who will be responsible for the result?
A FEW PRACTICAL QUESTIONS
Before you begin.
Can I download the workbook now?
The workbook is in development and is not yet available to purchase or download. You can ask Roxy about the concept or describe what would make it useful for your team.
Do I need technical AI experience?
The workbook is being designed for readers with little technical AI experience, using plain language and practical questions.
What kind of workflow should I start with?
Choose a recurring task with a clear beginning and end, such as preparing a report or following up on requests. A manageable starting point makes the questions easier to answer.
ASK ABOUT THE PLANNED TOOLKIT
What would make this
workbook useful to you?
Ask Roxy about the planned workbook or share the workflow challenge you would like it to help you explore.
roxy@roxannallenphd.comPrefer to email directly? Use the address above.