Workshop: map the team's week in 90 minutes
A team version of the Week Inventory worksheet from Volume 1, Chapter 3, for teams and HR or L&D. Participants: a team of 4-10 people. It works as a first team conversation about AI because it requires no tool or implementation, only an honest map of work. Version: 2026-07-09.
Session result: a map of team tasks in GREEN, YELLOW, and RED; three candidate tasks where the team may shift its effort; and an agreement that nobody will be "optimized" because of the map. This is a diagnosis, not a performance review.
Why the team and HR need it
Teams often avoid the question "how will AI affect us?" When they discuss it informally, fear takes over. This workshop turns that conversation into an inventory. The team asks which tasks are routine, which need a person, and where effort should move. The result is a shared language and a shared map.
Preparation
- One day before the session, each participant lists 10-15 tasks from the past week using their calendar and messages. Record what happened, not what the job description says. This is the only preparation.
- The facilitator reads the source worksheet and the definitions of the three groups.
90-minute agenda
| Time | Section | Method |
|---|---|---|
| 0-10 | Frame and safety rule | Say aloud: "The map describes tasks, not people. Nobody will be 'optimized' because of it. We are deciding where effort should move." Honest answers require this rule. |
| 10-20 | Task groups | The facilitator explains GREEN, "AI alone"; YELLOW, "person + AI"; and RED, "person only," using two or three tasks from their own list. Include one uncomfortable example. |
| 20-40 | Individual mapping | Work in silence. Everyone sorts their tasks and marks busywork with no money, savings, or attention lever. |
| 40-60 | Shared map | In turn, each person gives their GREEN share and names one RED task. Collect patterns. Tasks that everyone puts in GREEN may need a shared template or agent. Tasks that some mark GREEN and others RED deserve discussion. |
| 60-75 | Three candidates | Choose one task to move fully into GREEN through a template or skill, one YELLOW task with a clear review checklist, and one RED task that should receive the time you free. |
| 75-90 | Personal move | Everyone writes one move for the next two weeks. It belongs to the person, not "the team." Volunteers read theirs aloud. Photograph the map. |
After the session
- Hold a 15-minute check-in after two weeks. Ask who made the move and, when they did not, why.
- People who want to continue alone can use the Volume 1 Workbook, where this is Step 2, or the browser tool.
- A team ready to try an agent can run the process scoring workshop.
Common traps
- Listing work "as it should be" instead of "as it was." Open the calendar and include only tasks that took time last week.
- Competing over who has the smallest GREEN share. A large GREEN share is a resource, not a sentence. It is time the team may move to RED work.
- HR expects a map for job cuts. The opening safety rule is a promise. Break it once, and the team will never produce another honest map.