Skip to main content

Phase 05 · Transform

Transform

AI readiness assessment, workflow audit, capability gap analysis, and tool evaluation: how organisations build, sustain, and evolve their AI capability in communications.

New to this phase? Read the Transform reference

8 templates

Weekly Comms Lead Briefing

A Monday-morning routine that turns last week's notes, inbox and tracker into a one-page briefing: what moved, where you are the blocker, what is coming, and the four or five things that deserve the week.

Transform

25 minutes on Monday morning, 10 minutes once the routine is set · Straightforward

AI Pilot Framework

A disciplined framework for designing, running and adjudicating a single AI pilot: choosing one low-risk task, setting the success metric before you start, running a one-third/two-thirds test with full human review, then making an honest keep, fix or kill decision.

Transform

45 minutes · Intermediate

The Bench Test: Tool Map for Comms Teams

A repeatable blind comparison run that settles which AI tool your team should use for which recurring comms task, and turns the answer into a one-page Tool Map that stays current.

Transform

60 minutes · Intermediate

AI Use Principles

A short, foundational statement of how your organisation uses AI in communications: the principles that sit above the operating policy and inform every decision about where AI is and is not trusted.

Transform Featured

30 minutes · Straightforward

AI Readiness Assessment Worksheet

A structured diagnostic for assessing how ready a communications team or organisation is to adopt AI-assisted workflows, covering technology, skills, processes, governance, and culture.

Transform Featured

50 minutes · Intermediate

AI Tool Evaluation Framework

A structured framework for evaluating, comparing, and selecting AI tools for communications work, moving from vendor claims to practical assessment against real workflows, team needs, and risk criteria.

Transform

45 minutes · Intermediate

Capability Gap Analysis

A structured assessment of the skills and capabilities a communications team has today versus what it needs for effective communications work with AI, producing a clear picture of gaps, learning priorities, and a development plan.

Transform

45 minutes · Intermediate

Comms Workflow Audit

A structured framework for mapping existing communications workflows, identifying inefficiencies and bottlenecks, and pinpointing where AI can add the most value, before buying tools or redesigning processes.

Transform

60 minutes · Intermediate

Applied

Applied in this phase

Everything tagged Transform

Frequently asked questions

How do I know if my communications team is ready for AI?
Assess it across skills, workflows, governance, and tools rather than guessing. The AI Readiness Assessment Worksheet gives you a structured picture of where you're strong, where the gaps are, and the right places to start, before spending on tools.
How do I choose AI tools for a communications team?
Start from the job you need done, check your data policy, then score shortlisted tools consistently against your workflows and risk appetite. The AI Tool Evaluation Framework keeps the decision honest and moves you beyond vendor claims.
Where should a comms team start with AI?
With the workflows that cost the most time and carry the least risk, usually drafting and first-pass content. Map your workflows first, start small, and build governance alongside. The Transform templates take you through that sequence step by step.

More in the Learn hub: live sessions and their write-ups, the 5-phase framework, and training.

What it produces

Example output Anonymised and shortened. Real outputs will vary based on your inputs.

The prompt you start from

 

Before anything goes out