Describe a recent situation
“We need AI” leaves almost every decision open. “Our team retypes inspection notes before sending a report” gives us a task to examine. Describe who does the work, what starts it and what a useful result looks like.
Choose what must stay
Speed may matter, but so may personal contact, careful review or working without a stable connection. Name those constraints early. They shape whether the first step is a website, a small application, an agent or a change to the workflow.
Choose a small first result
Pick an outcome you can inspect. It might be a draft report, a clearer enquiry journey or one shared view of project information. Decide who will review it and what would make it useful before expanding the scope.
Use the proposal to make decisions
The proposal should explain the first deliverable, responsibilities, dependencies and costs. It should also make clear what ongoing support covers. That gives you something concrete to accept, adjust or decline.
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Your next step
Start with your work.
Bring a recent example and the result you want to achieve.
Describe your first task ↗How plans work ↗