TASI Intelligence Workbook
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Weekly Meeting Recap
Session Notes
Date
Meeting
Attendees
Type
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Meeting Summary
Key Decisions
Action Items
Task Owner Due Status
Blockers & Open Questions
Jenn's Notes / Observations
ROI Capture · 4 Pillars Flag for Scorecard
💰 Hard Savings
📈 Adoption Wins
🧠 Capability Growth
⚙️ System ROI
Follow-Up Email / Slack Draft
Upcoming Session
Meeting Prep
Next Meeting
With
Goal
Agenda
Key Questions to Ask
What to Bring / Show
Open Items from Last Session
Pre-Meeting Intel Check
Tailored Summaries · Stakeholder View
AI Leadership Briefings
For Kent · President · Show Him the Wins
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Kent's Briefing (editable)
Aaron
IT Director · Technical Enabler
Dan
National Sales · Impact Skeptic → Believer
Lon
VP Operations · Rising Champion
Full Team Scoreboard TASI AI-Ready Leadership Levels
NameRoleLevelTrendNotes
IT · HR · Legal · Access
Governance Tracker
Policies & Access Decisions
Item Category Owner Status Due Notes
Governance Update for Kent
Risks & Flags
Mayu Systems · TASI Client
Deliverables & Artifacts Log
Title Type Date For Status Notes Link / Location
Deliverable Stats
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Coming Up / In Progress
AI-Powered · Pattern Recognition
Intelligence Layer
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Patterns I'm Watching
Business Intelligence Notes
Training Myself on TASI · Running Notes