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Full Day | Max. 16 Participants
Workshop Outcomes
- Scope an AI or automation initiative so that success and failure are both clearly defined
- Design a pilot that produces a real decision rather than an inconclusive result
- Apply proportionate governance covering data, risk, approval and escalation
- Assess and select vendors and tools against operational rather than promotional criteria
- Plan the adoption and change effort that determines whether the solution is actually used
- Track benefit realisation after go live and close the initiative honestly
Topics Covered
- Why AI projects fail: unclear problem definition, absent owners, pilots that never conclude
- Scoping and stage gating an initiative using established project disciplines
- Designing a pilot: success criteria, sample size, duration and the decision it must produce
- Proportionate governance: data handling, risk registers, approval paths and escalation
- Vendor and tool assessment: contracts, data location, exit provisions and total cost of ownership
- Adoption planning: the change effort that separates working tools from shelfware
- Benefit realisation, post implementation review and closing an initiative that did not work
Location
- Willing to work remote
- Willing to work interstate
- Willing to work internationally
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Most AI initiatives do not fail because the technology does not work. They fail because nobody defined the problem, nobody owned the outcome, the pilot never reached a conclusion, or the tool was delivered and never adopted. These are project management failures, and project management has well established answers to all of them.
This workshop applies proven delivery discipline to AI and automation initiatives. Participants work through scoping, pilot design, governance, vendor assessment, adoption planning and benefit realisation, using a live initiative from their own organisation as the working example. The emphasis is on producing decisions and evidence rather than activity.
The facilitator is an accredited PRINCE2 project manager and former CPA with over 30 years of experience delivering technology and transformation projects for organisations including IBM, Westpac, The Salvation Army and Jefferies and Company.
Workshop Outcomes
- Scope an AI or automation initiative so that success and failure are both clearly defined
- Design a pilot that produces a real decision rather than an inconclusive result
- Apply proportionate governance covering data, risk, approval and escalation
- Assess and select vendors and tools against operational rather than promotional criteria
- Plan the adoption and change effort that determines whether the solution is actually used
- Track benefit realisation after go live and close the initiative honestly
Topics Covered
- Why AI projects fail: unclear problem definition, absent owners, pilots that never conclude
- Scoping and stage gating an initiative using established project disciplines
- Designing a pilot: success criteria, sample size, duration and the decision it must produce
- Proportionate governance: data handling, risk registers, approval paths and escalation
- Vendor and tool assessment: contracts, data location, exit provisions and total cost of ownership
- Adoption planning: the change effort that separates working tools from shelfware
- Benefit realisation, post implementation review and closing an initiative that did not work
Who is this workshop for
Project and program managers, transformation leads, IT and operations managers, business analysts, PMO staff and executives sponsoring AI or automation initiatives.
Handouts/materials provided
AI initiative scoping template, pilot design worksheet, governance and risk checklist, vendor assessment scorecard (XLSX), adoption and benefit realisation plan template.
What to bring
A laptop and one AI or automation initiative your organisation is currently considering, running or recovering from, to use as the working example.
Facilitator
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
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