Turn AI training into practical workflow improvements. Guided by Uinta, each person builds a plan to improve one workflow and prove its value with the tools your organization already has, then applies the method to the next one.
The 5 Disciplines of AI Adoption™ is LeaderFactor's AI adoption course for individuals and teams, measured with the AIAdoptionindex™.
Eight questions and we’ll tell you. You’ll get a read on where your team is stuck,
why, and the format we’d recommend. Skip it if you want; the full page is below.
About ninety seconds
No email required
Answers stay in your browser until you opt to talk to our team
1 of 9
Define
I can name which parts of my work I should own, augment, and automate.
Discover
I’ve looked past the obvious efficiency wins to what AI could do in my actual work.
Design
I’ve redesigned at least one of my workflows around AI, with clear human and AI responsibilities.
Develop
I have the skills, tools, and support to put that redesign into practice.
Demonstrate
I can show what the change returned, with evidence someone else would accept.
Your goal
Why are you interested in AI Adoption?
Scope
Who is this for?
Delivery
How do you picture it running?
Fit
How custom to your organization does this need to be?
Your read
Your format
Off the shelf fits you.
The AI Adoption course as it ships — the same curriculum, assessment, and tools you can see in the demo below.
For your own development, the free path goes deep — field guides, the podcast, and course previews, no purchase required. When you’re ready to bring it to a team, we’re here.
Turn AI training into practical workflow improvements, one workflow at a time. The model is the diagnosis, the curriculum, and the shared language.
The 5 Disciplines ofAI Adoption™
1
Define
Audit the work. Sort your workflows into own, augment, and automate.
2
Discover
Expand the field. Use AI as a thinking partner to find what's possible in your actual work.
3
Design
Reduce it to a real plan. One bounded pilot with clear human and AI responsibilities.
4
Develop
Build the capability to put the plan into practice, for yourself, your team, or the organization.
5
Demonstrate
Make the value visible in 90 days, then move to the next workflow.
1
Before the course
Each person completes the AIAdoptionindex™ self-assessment and a short context-setting session. That sets a baseline of strengths, gaps, and priorities grounded in their role, and every activity after it is built on that real data.
2
Define: audit the work
Audit your current responsibilities and classify workflows as own, augment, or automate. Examine how the work gets done today and what's possible for your human-AI partnership. Deliverables: Partnership Audit, Role Thesis.
3
Discover: expand the field
Explore efficiency, insight, and innovation using AI as a thinking partner. Generate possibilities for your actual work and prioritize one worthwhile, feasible workflow improvement. Deliverables: Possibility Map, Workflow Prioritization.
4
Design: reduce to a real plan
Design a bounded AI pilot: baseline, intended results, human and AI responsibilities, guardrails, approvals, and steps to launch. Deliverable: AI Pilot Plan.
5
Develop: build the capability
Assess the capability needed to put your plan into practice. Find the gaps in skills, tools, processes, and support, then plan how to build readiness for an individual, a team, or the organization. Deliverable: Capability Plan.
6
Demonstrate: make the value visible
Build a 90-day proof plan with decision points at 30, 60, and 90 days. Define the evidence and the criteria to continue, refine, stop, or scale the improvement. Deliverable: 90-Day Proof Plan.
By Timothy R. Clark & Timothy R. Clark Jr.
Go deeper with the book.
For the longer argument about people and AI at work, read Leading Through AI: Who You Are When Machines Can Think.
The course isn’t content — it’s a sequence. Each stage does something the next one depends on.
Day 0
Assess
See it before you change it.
Development starts from the truth, not a hunch. Every learner baselines with AIAdoptionindex™ — where they’re strong, where they’re stuck — so the course lands on a real gap instead of a generic lesson.
Half-day
Learn
Learn it against your own results.
Lessons tie the framework to the learner’s own scores, and built-in reflection does the encoding — people remember what they connect to their own team, not what they’re told.
Days 1–90When my scheduled deep-work block arrives…I will work the redesign of our chosen workflow, roles before tools.
Commit
Practice until it’s habit.
Knowing doesn’t change behavior — practice does. Learners leave with “when X, I will Y” commitments and a weekly consistency check-in, thirty days at a time, until it’s habit.
Anytime
Toolkit
Keep the skill in the flow of work.
The Learner Toolkit turns the framework into a tool learners reuse on real AI pilots — interactive and repeatable, so the skill compounds after the course instead of fading.
Built for L&D and HR leaders evaluating for their organization: a one-hour live session with our team, plus a free Access Pass to experience the real thing yourself — your actual results, not a sample.
A one-hour live session with our team
A free Access Pass — the AIAdoptionindex™ and the full course through seven days after your session
Complete the post-session feedback and claim a 30-day access extension
Oct 6 · all weekCommitment check-in pushExecutive team
Nov 3 · all weekTool engagement sprint · commitmentsPeople leaders · wave 1
Dec 4 · 8:00 AM MTAIAdoptionindex™ re-takeExecutive team
Dec 19 · 9:00 AM MTAIAdoptionindex™ re-take opensPeople leaders · wave 1
Also scheduled: People leaders · wave 2 (140 · live-virtual · Q3) and All teams (900 · on-demand · Q4).
Delivery · people leaders, wave 1
One curriculum, three modalities.
Live-virtual
Next session Thu · 32 enrolled
Facilitated by your certified team
In person
On-site workshop · Oct 12
Your facilitators or LeaderFactor experts
On-demand
210 active learners
Self-paced, same curriculum and assessment
Presenter mode
Presenting · live-virtual
Design · Lesson 3
Redesign, Don’t Bolt On
Video · 6:47
Why tools inherit your process problems
Key idea
Bolting AI onto an old workflow automates the old workflow’s problems.
Start from the outcome, not the tool’s feature list.
Give the human and the AI clear, separate jobs in the new flow.
A redesigned workflow survives the next model swap; a bolt-on doesn’t.
Reflection Saved to your notes
Which of your AI uses is a redesign — and which is a bolt-on?
Drafting is a real redesign; review moved to editing. But our reporting “automation” is the same report with extra steps.
This week’s tactic
Pick one recurring task and redesign it around the capability this week — roles first, tool second.
← Before the courseDefine: audit the work →
Add a workflow · step 1 of 5
Name This AI Workflow
Chosen responsibility
Quarterly planning across product, design, and engineering
Uinta suggests
AI prep brief for planning tradeoffsAI dependency triage across squadsAI decision packet for tradeoff reviews
Add a workflow · step 2 of 5
Own, augment, or automate?
AI prep brief for planning tradeoffs
AI predicts: Augment
Planning tradeoffs depend on human judgment and relationships — AI can prepare the ground, not make the call.
OwnAugmentAutomate
Pilot · step 1 of 3
Choose a Success Signal
Pick the signal that best describes what a successful pilot looks like at 60–90 days.
Planning-to-commit cycle visibly shorterFewer review loops on first draftsLeads co-own the tradeoff briefHuman sign-off stays explicit
Or write your own
Describe what success looks like for this pilot…
Pilot · step 2 of 3
Your Pilot Framework
Pilot objective
✎ Edit
Test whether an AI prep brief can turn planning notes into a clearer tradeoff conversation that reduces rework.
Baseline
✎ Edit
Today, leads spend 2–4 extra days reconciling dependencies before a draft is ready — and most drafts need another loop.
Success signals
✎ Edit
First drafts settle in one review instead of two or three, within the pilot window.
Pilot · step 3 of 3
Your Pilot Zone Canvas
Human does
Own the final planning call when scope or risk is ambiguous.
Review the AI draft with design and eng leads.
+ Add bullet
AI does
Turn planning notes and dependencies into a first-pass tradeoff brief.
Surface likely conflicts and risky orderings.
+ Add bullet
Guardrails
Human sign-off before the brief reaches planning.
Fall back to the manual review if confidence is low.
+ Add bullet
Success looks like
First drafts settle in one review instead of three.
Tradeoff discussion replaces basic clarification.
+ Add bullet
Saved to your possibility map — 15 future workflows and counting. Start the pilot when you’re ready.
AIAdoptionindex™ · individual
Your individual AIAdoptionindex™ report.
58baseline
Dimension breakdown
01Define
Can I name what I own, augment, and automate?
72baseline
Your self-baseline — the re-take at 90 days shows the movement.
02Discover
Have I mapped what AI could do in my actual work?
58baseline
Your self-baseline — the re-take at 90 days shows the movement.
03Design
Have I redesigned a workflow, not bolted a tool on?
51baseline
Your self-baseline — the re-take at 90 days shows the movement.
04Develop
Do I have the skills and support to run it?
64baseline
Your self-baseline — the re-take at 90 days shows the movement.
05Demonstrate
Can I show what the change returned?
46baseline
Your self-baseline — the re-take at 90 days shows the movement.
In their words · qualitative
“Where did your last AI initiative actually stall?”
After the demo. Everyone was impressed and nobody changed how they work.
Proving it mattered. Usage went up; I couldn’t say what the business got.
“What’s working?”
Picking one workflow and finishing it. Our intake process is genuinely different now — that one is real.
Illustrative sample data, normalized to 0–100 for display — each instrument reports on its own scale.
In the flow of work
Your Behavioral Change Center
2/3 Active Commitments
1/2 Check-ins This Week
3 Week Streak!
Redesign one workflow.
When my scheduled deep-work block arrives, I will work the redesign of our chosen workflow, roles before tools.
How consistently did you work the redesign this week?
13/30 days complete2/5 active weeks Checked in
Evidence over anecdotes.
When I report on our AI pilot, I will lead with one business metric, not a usage stat.
How consistently did you lead with evidence this week?
4/30 days complete1/5 active weeks Checked in
+
Start working on a new commitment
You have 12 planned skills — time to get started.
Planned commitments
Saved for later. When you're ready, move one to your plan.
CommitmentDescriptionSkill & score
Write the problem before opening the tool.When I reach for AI, I will write a one-line problem statement before… AI Adoption 52/100
Diagnose the layer before pushing harder.When a change stalls, I will name the layer it’s stuck in — technical, behavioral, or… Change Management 59/100
Sharing & access — your manager can see your active, planned, and past commitments. Peers see only what you share.
AIAdoptionindex™ · aggregate reporting
Every cohort, measured.
FY26▾All cohorts▾Rater type▾Compare to benchmark▾
AIAdoptionindex™ movement+10.053.4 → 63.4 org avg
Assessment completion87%412 of 474 invited
On-demand completion74%351 finished the course
Active commitments8122.1 per learner
Weekly check-in rate68%of active commitments
Pre / post by stage
Baseline90-dayBenchmark
Define+8
Discover+11
Design+9
Develop+12
Demonstrate+10
At baseline0 of 5stages at or above benchmark→At 90 days5 of 5stages at or above benchmark
Benchmark = the AIAdoptionindex™ research base across participating organizations.
Participation & engagement
474 invited
Assessment completed87%412 / 474
On-demand course completed74%351 / 474
Commitments set82%388 learners
Weekly check-ins logged68%4-week rolling
Re-assessment completed61%289 / 474
By cohort
4 cohorts · 3 modalities
CohortLearnersAssessmentOn-demandCheck-insPSindex® pre → post
Your facilitators, certified to run The 5 Disciplines of AI Adoption™ in-house.
Certify your own people once, and deliver it to every Access Pass cohort on your own cadence — same curriculum, decks, and facilitator resources our experts use.
One pass per learner covers the whole system for this skill — assessment, course, tools, and reporting. Certification and delivery options layer on top.
A course for designing and redesigning your human-AI partnership. Each person audits their own work, picks one worthwhile workflow, designs a bounded AI pilot, builds the capability to run it, and proves its value in 90 days. Then they apply the same method to the next workflow. Uinta, an AI thinking partner, guides each step.
How is this different from the AI training we already run?
It builds on it. Tool training shows people what AI can do. This course turns that into a specific improvement in their own work, with a plan, guardrails, and evidence. It uses the AI tools your organization already approves, so it works inside your existing governance and outlives any single model or vendor.
What does each person leave with?
An AI Adoption Plan built on their own role, with seven deliverables: an AI Adoption Profile, a Partnership Audit, a Workflow Prioritization, an AI Pilot Plan, a Capability Plan, a 90-Day Proof Plan, and an executive summary that ties them together.
How do we know it worked?
Each person takes the AIAdoptionindex™ up front to set a baseline. Their 90-day proof plan sets decision points at 30, 60, and 90 days, with the evidence and criteria to continue, refine, stop, or scale. They re-take the index at the end, so you see the shift as well as the result.
What do managers see?
Enrollment, course progress, and completion, plus each person's workflow plan with appropriate access. Managers use the plans to guide check-ins, support implementation, and review evidence of improvement.
How does it scale, and how does it fit our admin and systems?
Run it self-paced, as a facilitator-led cohort, or certify your L&D team to deliver it at scale. It runs on leaderfactor.app, so enrollment, cohorts, the assessment, and reporting live in one platform your admins manage.
Custom builds
We can build on your existing content.
Your frameworks, your language, your brand — built into a custom course on the same instructional system, assessment engine, and platform that runs The 5 Disciplines of AI Adoption™.
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AI Adoption 52/100 
Change Management 59/100 
