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As AI transforms work and task execution, organizations increasingly focus on understanding its impact on talent and workforce planning. While sophisticated tools and methodologies exist, a valuable first step can be simply taking the time to thoughtfully review critical tasks—those vital to delivering key organizational outcomes—and jot down ideas. I’ve created a simple yet effective template to help teams navigate this process and assess AI’s potential impact. This tool provides space to
- identify the task (e.g., answering customer service inquiries)
- indicate how the task is currently executed (e.g., human agents respond via phone/chat)
- assess future AI-driven execution (e.g., AI chatbots handle common questions while human agents address complex issues)
- gauge the extent of change between current and future states (e.g., significant change).
The template includes text fields and drop-down menus for easy input. While this is just a starting point for a very complex topic, it can help organizations consider AI’s implications for work task execution.
