This Session is Part 1 of a 2-Part Series. You must attend Part 1 in order to attend Part 2.
- Part 2 of this series is hosted on Thursday, April 23rd, at 10:45AM-12:15PM, and 1:15PM-2:45PM.
- Part 2 is not listed on the Agenda to ensure that attendees who have not attended Part 1 don’t try to attend Part 2 and then aren’t able to. We will be providing details for the Part 2 session at the Part 1 session.
*Session (Part 1) Repeats at 1:15 PM
Participants will leave with a working “Admin PMO”—a lightweight, repeatable operating system that runs executive priorities end-to-end using PM discipline and practical AI workflows.
What We’ll Build (in-session assets):
- Backlog & Intake System: Convert vague asks into scoped cards (goal, owner, due, deps).
- Cadence Plan: Executive rhythm (week/month/quarter) with pre-reads and decision checkpoints.
- RACI + Stakeholder Map: Clarify roles; script targeted outreach with AI draft support.
- Risk/Issue Tracker (Lite): Simple thresholds, triggers, and escalation paths.
- Meeting → Decision Pipeline: Live demo—agenda → notes → decision log → action register using AI.
- Playbook Starter: Email triage rules, SOP checklists, and “executive brief” template.
Learning Objectives (skill-demonstration):
- Stand up a simple EA backlog and prioritization method aligned to executive OKRs.
- Create a RACI and stakeholder engagement plan that prevents bottlenecks.
- Implement a risk/issue “early-warning” routine leveraging AI classification and summaries.
- Operationalize a decision log and pre-read workflow that speeds executive choices.
Live-Use Case Labs:
- Board/Leadership Rhythm: Quarterly pre-read pipeline with AI first-drafts and PM gating.
- Product/Program Support: Intake → scoping → comms plan for cross-functional initiatives.
- Travel/Events Command Center: Critical path, vendor RACI, risk watchlist, day-of decision tree.
Pre-Work:
- Bring one recurring meeting agenda, one recent executive email thread, and your current to-do list. (If allowed)
- Laptop with access to your standard AI tool; otherwise, facilitator-provided sandbox content.
Deliverables to Attendees (digital pack):
- Admin PMO Toolkit: Backlog, Cadence Plan, RACI, Risk Lite, Decision Log templates
- EA Prompt Library: Intake, synthesis, stakeholder updates, risk notes, pre-reads
- Playbook Starters: SOP checklist + 30-60-90 implementation guide
