myAI Scouts
Sent to all client-side stakeholders 4–6 weeks into an active consulting or agency engagement with a financial services, professional services, or technology company. End users are operations managers, finance analysts, or HR managers whose day-to-day work is affected by the engagement. The project involves deliverables like a current-state process map, a gap analysis workshop, and a recommendations deck — communicated via weekly status calls in Teams, shared documentation in SharePoint, and asynchronous updates in email. The consulting lead uses findings to surface hidden concerns before they escalate, and to determine whether the gap analysis and recommendations are landing correctly before moving to the next workstream.
Whether the gap analysis is reflecting their reality
Think about the process mapping workshop or gap analysis sessions you've participated in so far — did the outputs accurately reflect how things actually work in your team? Was there anything important that didn't make it into the documentation? The most critical check at this stage.
A concern not raised in the weekly Teams status call
Is there something about the direction of the engagement, the pace of deliverables, or the recommendations emerging so far that you've mentioned to a colleague privately but haven't raised in the weekly status call?
The specific interaction that shaped their impression of the team
Think about a specific moment in the last four weeks — a workshop, a document review, an email exchange — that shaped your impression of how the consulting team is working. What happened and what did it tell you?
Whether they'd use the final recommendations deck
Based on the gap analysis and direction of recommendations you've seen so far, how likely is it that the final recommendations deck is something your team will actually act on — or is it likely to sit in SharePoint? What would need to change?
This scout will be copied to your account as a draft. You can customise it before activating.