Tab 1 · Workshop Worksheet
Reflect as we go.
Ten prompts — one per session slide. Tap each to expand and write your own notes.
Tab 2 · Skill Transition Checklist
Your path to The Guide.
Select your current archetype. Each checklist is tailored to your specific journey — what to build, what to shift, what to let go.
🔧 The Mechanic
→
🧭 The Guide
Your core risk: AI will absorb your execution value. Your path is to stop competing on "How" and start owning "Why." The greatest leverage is turning your deep technical knowledge into governance, strategy, and IP.
1. From Execution to Governance Technical mastery → strategic oversight
Stop manual configuration — design AI guardrails and governance structures instead
IndividualMaster kill switches and centralized monitoring for autonomous AI agents
IndividualImplement Azure API Management (APIM) for 2026-level system resilience
TeamDesign complex permission layers using MCP (Model Context Protocol)
TeamBuild an organizational AI governance policy that clients can cite to auditors
Org2. From Problem Solving to Meaning Making Fix → define
Package technical IP into ISV solutions rather than selling individual man-hours
IndividualFacilitate "Why" and "What" conversations — not just technical "How"
IndividualDefine KPIs based on business value delivered rather than tickets resolved
TeamReframe team output metrics: outcomes delivered, not hours billed
Org3. Human Resonance Vendor → trusted partner
Develop the authority to validate AI results — give clients the confidence to say "YES"
IndividualStudy change management — understand the human psychology of AI adoption
IndividualEstablish and audit ethical boundaries for autonomous business processes
TeamBuild a client-facing AI trust program your organization can repeatedly deliver
Org4. Visionary Leadership Execute → navigate
Lead total redesign of workflows for an AI-native environment
IndividualLeverage community insights to define the client's next strategic move
IndividualBecome the team member clients invite to strategy meetings — not just implementation reviews
TeamPosition the organization as the "courage provider" — not just the tech vendor
OrgProgress0 / 17 items
💬 The Therapist
→
🧭 The Guide
Your core strength is human trust. Your risk is that empathy alone doesn't scale and can't be invoiced. Your path is to systematize that trust — turn it into repeatable services, strategic authority, and organizational capability.
1. From Empathy to Strategic Authority Feel → lead
Add AI governance knowledge to your empathy skillset — become the "trust architect"
IndividualLearn to articulate your value in business terms — move beyond "I help people feel better"
IndividualBuild frameworks for client decision-making that embed your judgment systematically
TeamPosition the organization as the "change management partner" — not just the support call
Org2. Systematizing Trust Person → program
Document what you do in difficult client conversations — make it teachable
IndividualTurn client reassurance into a structured change management service with a price tag
IndividualBuild programs that convert fear of AI into client-side "YES" — repeatable and scalable
TeamEstablish Change Management as a revenue line — not a free service add-on
Org3. Meaning Making Problem → vision
Develop the ability to define "Why this AI project matters" to the client's competitive position
IndividualStudy business strategy — so empathy is paired with commercial acuity
IndividualValidate AI outputs with confidence — shift from "supporting the decision" to "making the call"
TeamBe the organization clients bring in when they need to define their next AI direction
Org4. Visionary Leadership Respond → navigate
Practice surfacing questions clients haven't asked yet — proactive insight, not reactive support
IndividualTrain the team in "Next Choice" advisory — what should the client do after this project?
TeamBuild a community of Guides around you — Guides don't operate alone
OrgProgress0 / 15 items
📐 The Architect
→
🧭 The Guide
Your core strength is design thinking and domain depth. Your risk is going too deep into process and losing sight of human impact. Your path is to lift your design capability from workflow level to strategic level — and pair it with resonance.
1. From Process Design to Vision Design Workflow → strategy
Shift from "designing how it works" to "defining why this design matters to the business"
IndividualPackage your design methodology as a proprietary ISV framework — not just consulting hours
IndividualRedefine the team's role from "builders" to "designers of outcomes"
TeamBuild ISV solutions that encode your design knowledge — knowledge that compounds as an asset
Org2. Adding Human Resonance Logic → trust
Develop the ability to explain architectural decisions in the client's language — not yours
IndividualStudy change management psychology — understand why well-designed systems still fail in adoption
IndividualBuild client trust programs alongside technical delivery — pairing design quality with human confidence
TeamPosition the organization as "the partner that makes change stick" — not just "builds it right"
Org3. AI Governance & Responsible Design Build → govern
Productize the process of turning AI output into human decisions — create a signature method
IndividualDesign AI safety structures: kill switches, oversight layers, audit trails
TeamEstablish ethical boundaries for autonomous processes as an org-wide standard
Org4. Visionary Leadership Design → navigate
Surface the strategic questions behind architectural decisions — "why this, why now?"
IndividualBe the advisor clients bring to the boardroom — not just the design review
IndividualTransfer Guide-level thinking to the next generation of team designers
TeamBuild a community of practice around your design philosophy — Guides don't operate alone
OrgProgress0 / 16 items
🧭 The Guide
→
🧭 The Guide — deepened
You have arrived. But arrival is not the destination — it's the beginning of a new responsibility. The question is no longer "Can I be a Guide?" It's "Can I make my organization, my team, and the next generation into Guides?"
1. Individual — Deepen your Guide practice From capable → consistently excellent
Maintain AI fluency — a Guide who loses technical credibility loses the room
IndividualDevelop a personal "question library" — the 10 questions that reliably shift client thinking
IndividualPackage your advisory approach as a repeatable method — not just intuition
IndividualSell "defining the next choice" as an explicit, priced service — not a free add-on
Individual2. Team — Build a team of Guides From solo Guide → Guide-level team
Actively coach team members toward Guide thinking — teach the "why / what" conversation
TeamCreate space for junior members to practice facilitation — with safety to fail
TeamDocument what makes your client relationships work — make it teachable, not mystical
TeamRun internal "Guide sessions" — practice asking better questions with each other before clients
TeamIdentify your next Guide — name them, invest in them deliberately this quarter
Team3. Organization — Make the Guide institutional From person → capability
Establish "Guide as a service" as a named, revenue-generating practice area
OrgBuild a community of Guides — internally and across partner organizations
OrgEnsure Guide-level thinking survives leadership transitions — document, transfer, embed
OrgMeasure the org's Guide impact: client decisions influenced, not just projects delivered
OrgBe the organization clients bring in when the question is "What should we do next?" — not just "How do we implement this?"
Org4. The deeper question For reflection
Is the trust you generate with clients transferable — or does it leave when you do?
IndividualIn 5 years, how many Guides will you have created?
TeamWhat does your organization stand for in the AI era — beyond "we implement BC"?
OrgProgress0 / 20 items
Tab 3 · My Action Plan
Make it real.
Fill this in before you leave today. The most important thing is specificity — vague plans don't survive Monday.
I am currently...
🛑 Stop
One task to hand off to AI next month
📈 Invest
One skill to build in the next 90 days
💡 Reframe
One value you deliver that you've been undercharging for
👥 Share
Who in your team needs to hear this message?
My Guide commitment
One piece of non-technical business advice I will propose at my next client meeting.
Keep exploring
Transition Roadmap
What to do now — by archetype
Partner Archetypes Deep Dive
9-cell breakdown · Individual / Team / Org
Run this workshop in your organization
Facilitator script — bring this session back to your team
Where Does Your Role Sit?
Role mapping + Your Path Forward — AI Duality by archetype
Save your work
Download everything you've filled in — your archetype selection, checklist progress, and action plan — as a file to keep.