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AI-CHANGE-LEADERSHIP5 MIN READ

Write an AI pilot charter that prevents drift

Create a bounded AI pilot charter using discover, define, develop, and deliver.

The team has a vague request: "Build an AI assistant for account managers." Nobody agrees on user, job, data, risk, or proof. Double Diamond pilot charter: Discover -> Define -> Develop -> Deliver The common trap is treating the demo idea as the problem statement. That creates scope drift, weak metrics, and governance arguments after work has already started. Discover Interview five account managers and review three renewal prep calls to find the repeated pain. The team learns the real friction is summarizing scattered CRM notes before renewal calls, not general account coaching. Define Write the challenge as: reduce renewal-prep…

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