Part of the People Ops AI Brain← Back to Hub

/*
┌─────────────────────────────────────────────────────────────────────┐
│            📐 WORKFLOW ASSESSMENT MENTAL MODEL                     │
├─────────────────────────────────────────────────────────────────────┤
│                                                                     │
│                  AI OPPORTUNITY SCORE                               │
│                                                                     │
│  Score = (Volume + Time + Pattern) × (Context + Quality) / 10      │
│                                                                     │
│  15+ = High Priority    10-15 = Good    <10 = Lower/Groundwork     │
│                                                                     │
├─────────────────────────────────────────────────────────────────────┤
│                  THE OPPORTUNITY MATRIX                             │
│                                                                     │
│                        HIGH AI LEVERAGE                             │
│                              │                                      │
│       ┌──────────────────────┼──────────────────────┐               │
│       │                      │                      │               │
│       │   BUILD SKILLS       │   BUILD FIRST        │               │
│       │   (Context needed)   │   (Quick wins)       │               │
│       │                      │                      │               │
│  LOW  ├──────────────────────┼──────────────────────┤ HIGH          │
│  VOL  │                      │                      │ VOLUME        │
│       │                      │                      │               │
│       │   LEAVE FOR NOW      │   AUTOMATE           │               │
│       │   (Low priority)     │   (Workflow tools)   │               │
│       │                      │                      │               │
│       └──────────────────────┼──────────────────────┘               │
│                              │                                      │
│                        LOW AI LEVERAGE                              │
│                                                                     │
├─────────────────────────────────────────────────────────────────────┤
│                  90-DAY INTEGRATION ROADMAP                         │
│                                                                     │
│  Days 1-30           Days 31-60          Days 61-90                │
│  ──────────          ───────────         ───────────               │
│  FOUNDATION          EXPAND              SYSTEMATISE               │
│                                                                     │
│  • Document top 3    • Build for 2nd     • 3rd workflow            │
│  • Gather context      workflow          • Team skill library      │
│  • Setup Claude      • Test & refine     • Quality standards       │
│  • First 2-3 skills  • Train team        • Measure impact          │
│                                                                     │
├─────────────────────────────────────────────────────────────────────┤
│                  CONTEXT READINESS CHECK                            │
│                                                                     │
│  For each workflow, assess:                                        │
│  □ Process docs   □ Policy docs   □ Templates   □ History   □ Std │
│                                                                     │
│  Missing context? → Option 1: Document first                        │
│                     Option 2: Build while learning (often faster)   │
│                                                                     │
└─────────────────────────────────────────────────────────────────────┘
*/

<aside> 📐

Before you build anything, understand what you're working with. This framework helps you audit your People operations, identify the highest-value AI opportunities, and prioritise what to build first.

</aside>


Why Assessment First

Most teams jump straight to "let's use AI for recruiting!" without understanding:

The result: Pilot projects that don't stick, scattered efforts, abandoned tools.

The alternative: Systematic assessment → Targeted builds → Compounding returns.


The Workflow Assessment Canvas

For each major People Ops workflow, map:

┌─────────────────────────────────────────────────────────────┐
│                    WORKFLOW NAME                             │
├─────────────────────────────────────────────────────────────┤
│ TRIGGER: What kicks off this workflow?                       │
├─────────────────────────────────────────────────────────────┤
│ STEPS: What happens, in order?                               │
│   1. ___________________                                     │
│   2. ___________________                                     │
│   3. ___________________                                     │
├─────────────────────────────────────────────────────────────┤
│ TIME: How long does each step take?                         │
├─────────────────────────────────────────────────────────────┤
│ QUALITY: Where do errors/issues typically occur?            │
├─────────────────────────────────────────────────────────────┤
│ CONTEXT: What information/knowledge is needed?              │
├─────────────────────────────────────────────────────────────┤
│ OUTPUT: What's produced at the end?                         │
└─────────────────────────────────────────────────────────────┘

Phase 1: Inventory Your Workflows

Core People Ops Workflows to Map