Leading Your People Through AI Change  /  Module 2
Module 2 of 5

Build the Plan Before You Move the People

~15 minutes · 3 sections + worksheet
1
Understand
Module 1
2
Plan
Module 2
3
Listen
Module 3
4
Build
Module 4
5
Embed
Module 5
Progress
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How this module works
01Read the contents of the section
02Answer the quick check and worksheet question
03Your answers save automatically as you go
04Print your worksheet anytime from the bottom of the page
1
Getting Clear on Your Vision

Before you diagnose readiness or plan around risks — you need to know what you're actually trying to achieve. Not "get the team using AI" — something specific enough that you'll know when you've got there. A goal that could mean anything drives a plan that could go anywhere.

There's a real difference between a vague goal and a working vision:

Vague goal
  • "I want my team to adopt AI."
  • Could mean training, usage, or just awareness
  • No way to know when you've actually got there
Working vision
  • A named behaviour — drafting weekly reports with AI
  • A deadline — by end of Q3
  • A measurable result — 80% of the team, unprompted, two hours saved each

Specificity does something practical. It makes the next two sections easier, because you're diagnosing readiness and mapping risks against something concrete, not a mood. It makes success measurable, because you've defined it before you start — not after, when it's tempting to reframe whatever happened as what you were always aiming at. And it helps you notice drift early, before a stall sets in.

Before you move to Section 2, work through the worksheet question below. Complete this sentence: "In six months, I'll know this has worked if..." Keep it specific enough that you could read it to your team and they'd know exactly what you meant. That's the bar.

Quick check
What separates a working vision from a vague goal?
Your worksheet
Make it specific enough that you could measure it.
2
Diagnosing Your AI Readiness

Most AI rollouts fail before they start — not because of the tool, but because of the opening question. "How do we roll this out?" takes implementation as the starting point. "Where is our team right now, and what do they actually need?" is where the real plan begins. Different questions, very different outcomes.

This is where the AI Readiness Scorecard from Change Made Simple comes in. It assesses your team across five areas: Governance, Transparency, Manager Readiness, Training, and Measurement — where they actually are, rather than where you assumed they'd be.

Open the AI Readiness Scorecard now

Run your team through it, then come back and work through the reflection below with the results in front of you. What the Scorecard tends to reveal surprises most managers — there's a persistent gap between how ready leadership believes the team is and how ready they actually are:

You assumed everyone knew about the rollout — two people missed the all-hands.
You assumed the hesitation was about skills — it's actually about role identity.
This gap between assumption and reality is exactly where plans go wrong — and exactly what the Scorecard helps you see before you act on guesses instead of evidence.

Your plan is only as good as your diagnosis. If you haven't completed the AI Readiness Scorecard yet, do that first — the reflection below will be a lot more useful with real results in front of you.

Quick check
The AI Readiness Scorecard assesses your team across five specific areas. Which set is correct?
Your worksheet
Note the surprises — the gaps between what you expected and what you found.
3
Plan Your Actions

You have a working vision and a readiness diagnosis. The next step is mapping the human landscape — who are the people who will make or break this rollout? Not in the abstract, but by name and by role relative to the change.

The Project Risks & Actions Report from Change Made Simple is built for exactly this step. You enter your vision, and it helps you map stakeholder risks, concerns by person and by role, and the actions needed to address each one.

Open the Project Risks & Actions Report now

What you get out is a structured view of where the human risk in your rollout actually lives — and what to do about it.

However, good stakeholder mapping goes beyond a list of names — it means understanding each person's position relative to this change, their role in the change, not just their job title:

Influencers
The people others watch to decide whether something is worth engaging with.
Blockers
The people who'll raise objections loudly, or quietly dig in.
Bystanders
People who haven't formed a view yet, and could land anywhere depending on what they see around them.

Most managers know who's resistant. Fewer know who's quietly influential — and that's usually where the real influence sits.

What the report gives you is team-based insight — the patterns and themes across your rollout, not a name-by-name printout. From there, it's on you to map those patterns onto specific people: who's an Influencer, who's a Blocker, who's a Bystander. Make a mental note as you go — this isn't something you need to write down, especially anywhere someone else might see it.

Quick check
When mapping stakeholders, which group does this section identify as the most commonly overlooked source of influence?
Your worksheet
Keep specific names in your head, not on paper — focus here on the shape of it: what type of risk, how many people, how urgent.
Module 2 Worksheet

Your AI Change Plan — First Draft

Your three answers, gathered from each section above. Edit them up there — this is a read-only copy for review, saving and printing.