A Preparation Workshop to Develop the Customized Interview Protocol and Decide on an Inquiry Process

In actual client work both (1) the development of a customized protocol and (2) decisions about how to create the inquiry process are often done during a one- to three-day “preparation workshop.” This workshop typically takes place after the client system has decided that AI is the right approach for them. The attendees at this workshop are, ideally, a microcosm of the larger organization—reflecting as many of the different voices and constituencies that make up the organization as possible, including but not overemphasizing senior management. This group, often called the “core team,” will have been identified and selected as part of the concluding ...

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