PHASE 01 · UNDERSTAND

Before you change, you have to understand.

Phase 1 builds the human-side picture: what's working, what needs support, and where to start. Surveys, interviews, and workflow analysis create a data-backed map of your organization before any tools are introduced.

Or browse all five engagement tiers

REGULATORY FLUENCY
NAICAI Model Bulletin alignment
HHSDecember 2025 AI Strategy
JCAHOAlgorithmic vigilance, DSI standards
WHAT YOU WALK AWAY WITH

A clear picture of where your team stands. And where to start.

Five workstreams. Each grounded in cyberpsychology and behavioral science. Each producing an artifact you can act on.

Readiness Assessment

Cyberpsychology-grounded measurement of the human factors that determine AI readiness: trust, safety, confidence.

  • Skill and confidence benchmarks
  • Cultural readiness assessment
  • Action-prioritized heat map

Leadership & Change Coaching

Coaching for leaders to create psychological safety and guide teams through the uncertainty of change.

  • "Leading the Change" sessions
  • Executive coaching for AI conversations
  • 30-day micro-actions to model change

AI & Tech Confidence Training

Workshops that build tech confidence through practical skills that spark immediate momentum.

  • Plain-English AI fundamentals
  • Hands-on demos for daily work
  • Role-based cheat sheets and videos

Employee Voice Surveys

Behavioral-science-grounded confidential surveys uncover real attitudes shaping how people feel about change.

  • 15-min pulse survey
  • 1-on-1 employee interviews and focus groups
  • Theme analysis with anonymized quotes

Workflow Mapping

Visually map your processes to find where the greatest efficiency gains are waiting, for both time and team morale.

  • Shadow key roles for a day
  • Visual map of hand-offs (e.g., Miro)
  • Rank bottlenecks by time and morale impact
WHY START HERE

Teams that feel ready before tools arrive adopt faster, stay longer, and deliver more.

MIT NANDA's 2025 research found 95% of generative AI pilots have room to deliver more ROI, and the gap is almost never the technology. It's whether teams felt ready. Phase 1 is how you close that gap before it becomes a sunk cost.

INVESTMENT

Scoped to your team, your timeline, your stakes.

PHASE 01

Understand Your Organization

Scoped to Your Team

Every Phase 1 is shaped by your team size, number of locations, and goals. Most engagements run 4–8 weeks. After a free discovery call, we propose a clear scope and fixed quote.

What you receive

  • AI Readiness Heat Map: action-prioritized visual of strengths, confidence gaps, and growth areas
  • Leading Change Action Plan: customized plan for leaders based on coaching sessions
  • Anonymized Employee Voice Report: key themes, insights, and direct feedback from your team

Optional add-ons

  • Leadership Coaching Extension: ongoing 1-on-1 coaching
  • Deep-Dive Workshops: custom half-days on AI use cases or change tactics
  • 90-Day Extended Support: dedicated transition support
  • Train-the-Trainer: equip internal champions to run future workshops
NOT READY FOR A FULL ENGAGEMENT?

Start with the 14-day Sprint.

A board-ready governance and adoption package in 14 days, for $9,500. Six deliverables, fixed scope, no retainer required. The fastest way to know what your team is actually ready for.

READY TO SEE WHERE YOUR TEAM STANDS?

A 30-minute call. No pitch. No pressure.

A clear conversation about your situation, your goals, and whether Phase 1 is the right starting point.