One team, one workflow
A single team and a single AI-assisted workflow, so the evidence is specific and actionable.
Step Pro overview
Start with one team and one AI-assisted workflow.
A first Step Pro engagement should be small, scoped, and tied to a work moment where AI assistance is already planned, piloted, or live.
Engagement shape
What a scoped review includes.
- 1
Choose a work moment
Pick one decision, review gate, client workflow, or policy moment where AI changes the work.
- 2
Run a realistic simulation
Participants work through a controlled case with documents, pressure, AI output, and boundaries.
- 3
Review the replay
Managers see what people opened, checked, chose, and wrote.
- 4
Read team patterns
Leaders identify coaching needs and workflow controls without turning the result into a job decision.
First engagement
A recommended first pilot.
Keep the first engagement small, scoped, and tied to one work moment where AI assistance is already planned, piloted, or live. A typical first pilot looks like this:
20–50 participants
Enough people to surface team patterns, small enough to debrief in one session.
60–90 minute simulation
Each participant works the case individually, in a browser, on their own schedule or in a facilitated session.
Individual replays
Per-person review replays showing what was opened, checked, chosen, and written.
Team pattern report
Cohort patterns across AI trust, evidence, boundaries, and escalation, with a coaching action per pattern.
Manager debrief
A facilitated debrief plus recommended follow-up coaching and workflow controls.
What you can expect to see
Outcomes a sponsor can act on.
AI over-trust patterns
Where confident, useful, incomplete AI output went unchecked.
Evidence-checking gaps
Which sources and policies people skipped before deciding.
Escalation behaviour
Who held, who proceeded, and where the line was unclear.
Sensitive-data handling
Whether private details stayed in approved channels.
Manager-note quality
How clearly people explained what they checked and what happens next.
Coaching actions
Concrete next steps for the manager, trainer, and workflow owner.