The Monday Morning Kit

Get the field guide

Three fields and it opens. The rest is optional and only exists so that if we do talk, I already know what you are dealing with and we can skip the small talk.

Your name

Work email

Organization

Tell me what you are actually dealing with

Your role

Headcount

The one process that eats your time this is the one we would build

Do you have an AI policy?

Want to talk it through?

Your information goes to me and to PRISM. It is not sold and not shared. Nothing said in this room or written in this form is used as training data by us.

ONECapture: AI cannot reason from context that disappeared. Start by keeping what your organization already knows.
TWOConnect: Stop making the machine rediscover you every morning. Give the work a home, a process, and the right access.
THREEDirect: Build the team of experts, make it interview you, and talk instead of type.

You are in

Two things to do next.

The guide is yours to keep and to hand to your team. The session is where we take your process and actually build it.

Take it home The field guide → Capture, Connect, Direct. Runnable prompts, the workflow map, the governance checklist, and the seven day commitment card. Print it or save it to your phone. Thirty minutes Book a working session → Bring the process that eats your time. We map it, we build one piece of it live, and you leave with something you can run. No pitch deck.

Most people are still using AI at the chat level.

That is like hiring the sharpest person you have ever met and giving them amnesia every morning. These are five different problems. Stop trying to solve all of them with a better prompt.

When you need	Reach for	What it actually is
One answer	A chat	A single task. It ends when you close the window, and so does everything it learned about you.
Work that has a history	A project	A workspace that holds your files, your instructions, and your prior work so you stop reintroducing yourself.
A process done the same way every time	A skill	A standard operating procedure for your AI. When a prompt works once, save it. When a process has to work repeatedly, skill it.
Information that lives somewhere else	A connector	Access to the system that holds the truth. Your calendar, your drive, your documents, an approved website.
Something done, not described	An agent	It goes and does the work while you do something else. Gather, compile, draft, organize. You review.

Expertise is becoming executable. Your best HR business partner has a way of reviewing manager documentation. That process does not have to live only in their head.

ii.

Connected does not mean permitted.

Your employees are not waiting for your AI policy to use AI. Before any organizational information goes into any tool, walk these five. It takes about fifteen seconds once you know it.

ToolIs this tool approved by your organization, in writing, for this kind of work?
AccountAre you in the organizational account, or did you sign in with your personal one out of habit?
DataWhat type of information is this? Public, internal, confidential, personal, medical, or protected.
PurposeWhat are you actually asking it to do? Drafting and summarizing are not the same as deciding.
HumanWho reviews the output, and whose name is on the decision? That answer is never the model.

As the consequence of being wrong goes up, so should the amount of human judgment in the loop.

iii.

You spend all day telling managers to have the hard conversation.

Have you had yours? With your CEO, your general counsel, your IT lead, whoever owns this. The question is not whether your people are using AI. The question is whether you are the one who brings it into the organization correctly, or the one who finds out later.

Step one Read the guide → Fifteen minutes. It ends with a commitment card that names one workflow, one owner, and one date. Step two Bring me the hard one → Thirty minutes on your actual process. If PRISM is not the right answer for you, I will tell you that in the call.