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Interactive workshopDecision Discipline Workshop · 2 days · any size

Every AI idea leaves this interactive workshop funded, parked or killed.

The 5 to 15 of you who can fund a decision and kill one work through the workflows costing the business the most. Before anyone leaves the room, every idea is funded, parked or killed, and each funded workflow has a named owner and a trigger for stopping it.

The 5 to 15 of you who can fund a decision and kill one work through the workflows costing the business the most.

Any size can take it, on its own or beside the install. The output deck follows within 7 days.

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Output deck · 15-person advice practice

4 of 5 decisions signed off

What the room decided

  • Review pack first draftFundedOwner: senior adviserSigned off
  • File notes from meeting recordingsFundedOwner: practice managerWaiting on the practice manager’s sign-off
  • Fact find pre-filled from the CRMParkedFund when the CRM export is cleaned upSigned off
  • Website chatbotKilledMoves no number the practice already tracksSigned off
  • Market update emails for each clientKilledNo willing owner in the roomSigned off

One funded workflow

Review pack first draft

Owner
Senior adviser
One number
Reviews finished in the month they fall due
Today
7 in 10
By Day 90
9 in 10
Kill if
Under 8 in 10 at Day 45
First review
Day 30

Signed off by the owner in the room

Output deck · 15-person advice practice

4 of 5 decisions signed off

What the room decided

  • Review pack first draftFundedOwner: senior adviserSigned off
  • File notes from meeting recordingsFundedOwner: practice managerWaiting on the practice manager’s sign-off
  • Fact find pre-filled from the CRMParkedFund when the CRM export is cleaned upSigned off
  • Website chatbotKilledMoves no number the practice already tracksSigned off
  • Market update emails for each clientKilledNo willing owner in the roomSigned off

One funded workflow

Review pack first draft

Owner
Senior adviser
One number
Reviews finished in the month they fall due
Today
7 in 10
By Day 90
9 in 10
Kill if
Under 8 in 10 at Day 45
First review
Day 30

Signed off by the owner in the room

An example output deck from a room of 6 at a 15-person advice practice. Workflows, roles and numbers are illustrative.

Before we start, we hear from your decision makers and your team.

The room works best when we walk in knowing where your people stand, so the work starts 2 to 3 weeks before the 2 days.

Before the room

  • 1. 2 to 3 weeks before:
    the interviews    1. 2 to 3 weeks before: the interviews

    An hour with each of your key decision makers. We come into the room knowing where each of them stands, and where they disagree.

  • 2. At the same time:
    one anonymous question    2. At the same time: one anonymous question

    Your whole team answers one anonymous question about the time AI could save them, so the room hears from the people doing the work before anyone in it speaks.

  • 3. From you:
    the room and the dates    3. From you: the room and the dates

    Two dates, and the 5 to 15 people who can fund or kill a decision, including whoever signs off the spend, for both days.

The room takes 2 days.
The write-up and the
3 months of calls after it
sit with us.

Before anyone speaks, each person scores where the business stands with AI. Where people in the same business disagree is the first finding.

Over the 2 days

  • 1. Day 1, morning:
    where you stand    1. Day 1, morning: where you stand

    The room sees where its scores disagree and settles on one agreed score. Then everyone names the workflows costing the business the most, and the room votes 5 of them onto a shortlist.

  • 2. Day 1, afternoon:
    what’s worth funding    2. Day 1, afternoon: what’s worth funding

    Each workflow on the shortlist faces 4 tests: does it move a number the business already tracks, will the team use it, can it be built without heroics, and is the data there today? Failing any one takes it off the list.

  • 3. Day 2, morning:
    how each one gets built    3. Day 2, morning: how each one gets built

    Every workflow still standing gets a 90-day plan in 2-week steps, with a review every 30 days where it earns its next stage or stops.

  • 4. Day 2, afternoon:
    the lock    4. Day 2, afternoon: the lock

    Every idea ends funded, parked or killed, and a parked one carries the condition that would fund it. Each funded workflow leaves with its owner, the one number it has to move, where that number stands today, and the level and date at which it gets killed.

Who we need

  • The whole room for both days, including whoever signs off the spend.
  • For each workflow that gets funded, someone in the room ready to own it, with the authority to commit people and time.

What we do on our side

  • In the room: Joel runs both days, and every score and decision is recorded as it’s made.
  • Within 7 days: the output deck, written up from what the room decided.
  • Every 2 weeks for 3 months: a call with you to check the steps are happening and the numbers are moving, so drift is caught at the next call.

The scarce thing in AI is a decision about which workflows to fund.

The scarce thing in AI
is a decision about
which workflows to fund.

The room is the 5 to 15 people who can fund or kill a decision.

At 15 staff that’s the owner and the seniors. At 90 staff it’s the executive team. It’s the same room at both sizes with different names on the chairs, and each funded workflow leaves with one of them as its owner.

At 15 staff

In an advice practice, usually the principal, the practice manager, the senior advisers and the head paraplanner.

The room · 15-person advice practice

6 people
  • PrincipalSigns off the spend
  • Practice manager
  • Senior adviser × 3
  • Head paraplanner

At 90 staff

The executive team: the managing director and the owner of each department.

The room · 90-person business

5 people
  • Managing directorSigns off the spend
  • Head of client services
  • Sales director
  • Operations manager
  • Finance manager

An example room at each size. Roles and headcounts are illustrative.

Every decision leaves the room in writing, so it stops coming back.

The output deck comes to you within 7 days. It keeps every idea the room looked at, the parked and killed ones included, each with its reason. If your business runs an AI Business Brain, the decisions go into it as well, where everyone’s Claude reads them.

The output deck

Written up from the room and sent within 7 days.

  • A one-page summary

    Every decision with its reason, and the biggest risk with how it’s controlled

  • A section per funded workflow

    Its 90-day plan, and the number its owner answers for

  • The full list

    Every idea the room looked at, each parked or killed one with its reason

  • Weekly readouts

    The 6 things each owner checks every week

decisions/ in your AI Business Brain

Read by everyone, once each decision is approved.

  • review-pack-first-draft.mdFunded
    Funded

    Owner: senior adviser

  • file-notes-from-recordings.mdFunded
    Funded

    Owner: practice manager

  • fact-find-prefill.mdParked
    Parked

    Fund when the CRM export is cleaned up

  • website-chatbot.mdKilled
    Killed

    Moves no number the practice already tracks

  • market-update-emails.mdKilled
    Killed

    No willing owner in the room

The same example practice as the hero, running an AI Business Brain, once every row is signed off. File names, roles and reasons are illustrative.

Nothing that shapes how your team’s Claude answers changes until someone with authority approves it.

Add the workshop at any size, on its own or beside the install.

Of the 4 steps below, it’s the one add-on, and it’s open at every size. Decision Deployment and the Decision Layer, which run the loop with you, need the install and the Context Layer live before they start.

From 50 people, it usually comes first, so the executive team agrees where AI goes before anything is built.

Not sure where your executive team stands? Answer 4 questions
1. Context Install
Builds the brain and each person’s Claude, and is always the first build.
2. Context Layer
Keeps the brain current, and has to be live before Decision Deployment or the Decision Layer can start.
3. Decision Discipline WorkshopThis page
An optional add-on at any size, on its own or beside the install.
One room of 5 to 15 people who can fund a decision and kill one.
4. Decision Deployment or the Decision Layer
We run the loop with the owner from 15 people, or with the executive team from 50.

The loop that runs on the brain, and what we read while it runs, is set out step by step on How it works.

The loop that runs on the brain, and what we read while it runs, is set out step by step on
How it works.

The workshop is priced
per firm, for one room.

The price covers the interviews and survey before the room, the 2 days in it and the 3 months after them. It’s priced apart from the install, Decision Deployment and the Decision Layer. We work out who belongs in your room with you on the call.

Decision Discipline Workshop
Per firm, one room
Decision-maker interviews
Included, before the room
Anonymous team survey
Included, one question to your whole team
The output deck
Included, within 7 days
Follow-through calls
Included, every 2 weeks for 3 months
Not ready to put the executive team in a room? Start with the AI Readiness Review

Questions owners ask
about the workshop

Any size can take the workshop, on its own or beside the install. The products that need the install and the Context Layer live before they start are Decision Deployment and the Decision Layer.

Joel HauerFounder, MethodWorks

Book a call with Joel

Joel and the MethodWorks team put AI into the daily work of Australian businesses in financial advice, retail, logistics, education and software. Bring your headcount and the AI tools your team uses today, and you’ll leave the call knowing who would be in your room.

Book a call