Automation team · 90-day program
AI Enablement Program
One page of truth for the AI Enablement & Automation Access Program: what it is, where every workstream item stands, and the live dashboards that measure it. Sponsor: Dana Whitfield, COO. Run by the Automation team.
The program
Assigned 2026-07-10, running through 2026-10-09. The Automation team verifies and upgrades AI setup for every people leader at TWC, not just the ELT, stands up one front door for automation requests, and makes adoption measurable per department. Colin and Rowan keep the business-user automation backlog; this program covers leadership enablement and the intake system everyone shares. Scope lives on the Monday program board.
1
Every people leader verified on Claude setup. A 45-minute audit per leader: plan, connectors, permissions, usage fit, blockers, and their top 3 automation wishes. Then the same verification for each leader's team.
2
One front door for automation requests. "Automation Requests": a single intake board with a Slack entry point, a published triage rubric with an SLA, and side channels retired.
3
Measurable adoption per department. Active users, intake volume, shipped automations, and hours saved on a live dashboard, with a week-6 checkpoint and a 90-day readout tied to the AI bonus framework.
19
Board items
90
Days (Jul 10 to Oct 9)
469
Active employees
~55-75
People leaders (definition pending)
Automation Requests: the front door
One place to ask for an automation, no matter your department. Requests are triaged against a published rubric (self-serve, the Automation team builds, or decline with a reason) with a response SLA. The intake board is up and the Slack entry point has passed its end-to-end test; the company-wide switch is announced after go-live:
Open the Automation Requests boardUntil the front door is live, keep using your current path; the switch will be announced once, company-wide, with the new link.
Workstream status: all 19 items
Snapshot as of the last page build. Statuses are deliberately conservative: nothing is marked done that has not shipped.
Already live · 1 Built · 7 Staged (awaiting greenlight) · 4 Needs decision · 1 Not started · 6
| # | Item | Due | Priority | Status | Where it stands |
|---|---|---|---|---|---|
| P0.1 | Kickoff: confirm charter, 90-day outcomes, ownership with Dana | Jul 15 | Urgent | Built | Kickoff packet is complete: agenda, RACI, and the 5 decisions to close. The kickoff sync with Dana is being rescheduled (moved twice as of Jul 22). Artifact: ai-enablement/program/kickoff-packet.md |
| P0.2 | Full leader roster (all people leaders, not just ELT) with HR | Jul 17 | Urgent | Needs decision | Roster fully named from a live ADP pull (Jul 22): 91 leader-titled people, from 9 ELT down to 16 Team Leads (tier counts below). Remaining: the audit scope decision (29 / 45 / 53 / 91 people) and HR validation of reports-to. Working recommendation: 45 individual audits, group sessions for the Supervisor and Team Lead tiers. |
| P1.1 | Leader setup audit checklist (plan, connectors, permissions, blockers) | Jul 22 | High | Built | v1 complete (Jul 22): the full 45-minute run of show, covering plan check, connectors, permissions, usage review, one tailored demo, top-3 automation wishes, and team roster capture that feeds P1.5. Artifact: ai-enablement/program/audit-checklist.md |
| P1.2 | Per-function demo library | Jul 24 | High | Built | All 9 function kits written: demo script, audit outline, and seed candidates each, plus a 60-90s teaser voiceover per function. Remaining: a final listen-through before distribution. Artifact: ai-enablement/demos/ |
| P1.3 | Schedule 45-min setup audits with every leader | Jul 24 | Urgent | Staged | Conflict-free 45-minute slots are computed for all 28 wave 1-2 leaders (ELT, VPs, Directors) from live calendar availability: 25 have a verified primary slot plus two alternates; Mark Sutcliffe and Owen Fairbank get week-of-Aug-3 asks. Slack asks and calendar invites are drafted and go out on greenlight; waves 3-4 schedule once the P0.2 scope decision lands. Artifact: ai-enablement/program/audit-slot-proposals.md |
| P1.4 | Complete all leader audits + capture top 3 automation wishes each | Aug 21 | Urgent | Not started | Prep is complete: checklist (P1.1), demo kits (P1.2), and verified slots (P1.3). Audits begin as soon as the P1.3 invites go out; target window is weeks 2-6 at 2-3 audits per day, with Dana slotted first. |
| P1.5 | Verify Claude setup for each leader's team, % complete by department | Aug 28 | High | Not started | Method defined: each leader's team roster gets captured during their P1.4 audit, then team verification is tracked as % complete by department on this hub. Queued behind the first audits. |
| P2.1 | ONE automation front door: intake board + Slack entry | Jul 31 | Urgent | Built | Automation Requests board · The intake board is up (private until announcement) and the /automate Slack workflow is built and passing its end-to-end test (a Monday hand-off bug was found and fixed Jul 22). Go-live is three steps: register the slash command, move the workflow to the team project with shared credentials, publish. The plan gets confirmed with Colin & Rowan before anything is announced. |
| P2.2 | Triage rubric (self-serve / team builds / decline) + SLA | Jul 31 | High | Built | Rubric v1 drafted: self-serve / team builds / decline with reasons, plus a 2-business-day triage SLA already wired into the intake workflow's confirmation messages. It publishes with front-door go-live, so the SLA becomes binding the day the door opens. Artifact: ai-enablement/program/triage-rubric.md |
| P2.3 | Deprecate side channels, company-wide comms | Aug 5 | High | Staged | Announcement drafts written (all-company + leader variants). Nothing sends until the front door is live and Dana has seen the leader variant. Artifact: ai-enablement/program/front-door-comms-draft.md |
| P2.4 | Visible request pipeline view for requesters | Aug 7 | Medium | Not started | The pipeline view is the intake board's status-grouped view (New / Triaged / Building / Shipped / Declined): requesters follow their own item, no status-check DMs needed. It flips public together with front-door go-live so self-tracking works from day one. |
| P3.1 | One-pager: Claude + automation stack by department | Jul 24 | High | Built | Per-department "you can do this today" one-pager drafted from the live automation stack. It is the leave-behind for every leader audit. Artifact: ai-enablement/program/one-pager.md |
| P3.2 | 5-min "what Claude can do for YOUR team" videos per function | Aug 14 | Medium | Not started | Teaser voiceover scripts already exist inside the P1.2 demo kits. Proposal on the table for the kickoff sync: merge this item into P1.2, record each function demo once, and use it both in the audit and as the 5-minute video. |
| P3.3 | "Automation of the Week" Slack recognition | Aug 14 | Medium | Staged | Format and seed candidate list drafted. First post targeted for the week of Aug 10 once the channel and first candidate are confirmed. Artifact: ai-enablement/program/recognition-automation-of-week.md |
| P3.4 | Weekly automation office hours | Aug 7 | Medium | Staged | Format and slot options drafted and the recurring calendar invite is staged. The standing slot gets confirmed at the kickoff sync, then the invite goes out. Artifact: ai-enablement/program/office-hours.md |
| P4.1 | 2-3 automation candidates per leader into intake | Aug 21 | High | Built | intake board (45 seeds) · 45 seed candidates loaded into the intake board (5 per department) from the demo kits, so the pipeline is not empty on day one. Leader-sourced wishes replace and extend these as the P1.4 audits run. |
| P4.2 | Adoption dashboard (active users, intake volume, shipped, hours saved) | Aug 28 | High | Already live | faster /adoption/ · About 70% live: active users, sign-ins, impact, security scoreboard, daily auto-refresh. Hardened Jul 28-29: the automation inventory now regenerates daily and every dashboard carries Tool and Data freshness dates watched by the site-health checker. Remaining: intake volume (wires from the P2.1 board once the front door opens) and the hours-saved rollup. Token governance (per-key usage and cost) is live on staging. |
| P4.3 | Week-6 adoption checkpoint, escalate laggards to Dana | Aug 28 | Urgent | Not started | Checkpoint template drafted; the checkpoint itself runs the week of Aug 17 on live P4.2 data, so the item stays not started until then. Artifact: ai-enablement/program/week6-checkpoint-template.md |
| P4.4 | At least 1 automation per department + 90-day readout (ties to AI bonus framework) | Oct 9 | Urgent | Not started | Program finish line. Readout skeleton drafted; every number in the 90-day readout pulls from a system (adoption dashboard, intake board, Domo), no human-entered metrics. Artifact: ai-enablement/program/90-day-readout-skeleton.md |
Leader audit tracker
The roster is fully named from a live ADP pull (Jul 22): 91 leader-titled people. Titles are not proof of people leadership: 7 Customer Success Managers are account-facing, and the audit scope decision (29 / 45 / 53 / 91 people, depending on which tiers get individual sessions) is open with HR. Once scope locks, this section becomes the per-leader audit tracker.
| Tier | Count | Notes |
|---|---|---|
| ELT | 9 | CEO, COO, CFO, CTO, CRO, CISO, CMO, EVP Patient Engagement, SVP HR |
| VP | 9 | Ops, Engineering, Marketing, RCM, Clinical, Sales Ops, Finance, BizDev, Sales |
| Director | 11 | Includes Sr Director Contact Center Ops |
| Manager title | 24 | 7 of these are Customer Success Managers (account-facing, probably not people leaders) |
| Supervisor | 22 | CCM, RPM (incl. nights), Contact Center, Five9 Dialer Ops |
| Team Lead | 16 | Scope decision open: 29 / 45 / 53 / 91 audits depending on which tiers get individual sessions |
Live instrumentation
The dashboards and tools already measuring the program. All gated by TWC Google SSO; some are limited by role.
Adoption & impact
Who is using the tools, how often, plus the security and automation improvements shipped since launch. This is the P4.2 dashboard.
Open →
Token Governance
Every Claude API key tied to an application or process: usage, cost, ownership, rotation status. Staging only for now.
Open →
Claude Code installer
Two-step installer for Claude Code and the team toolchain. The first stop in every leader setup audit.
Open →
Automation Detail
Operational health of the automation estate across n8n and Tray: open issues, ownership, platform coverage.
Open →