An AI adoption retreat
Facilitated for a private sector client. Leadership left with a shared view of where AI fits in the business, and a four-risk framework for judging any use someone proposes next.
Deciding how your organization uses AI is difficult. We can help.
Keep what works. Add what helps.
Here is how we think about a task. Describe a real one from your work and see what comes back.
- Something you can measure, even roughly
- Something that eats more time than it should
- Something you would happily hand to someone else
That is one task. If the larger question is where AI fits across your organization, that is a conversation worth having.
Start a conversationOur services. We meet you where you are.
Some organizations need to decide where they are going before they build anything. Some need their teams to build real skill. Some need one repetitive task handled, and they need it soon. These three engagements are designed to meet you at the right scope.
Strategic
Organizational scope
AI Direction Setting
Where do you want your organization to land on AI use, and what would it take to get there? This is the work of clarifying intent, assessing readiness, and building a path that fits how your organization operates.
Practice
Team scope
Skill Building and Practice
Workshops, office hours, and guided practice for teams who want to build real habits. The goal is staff who know how to use AI tools for their own work and can keep going after the session ends.
Tactical
Task scope
Workflow Pilot
One task that costs you real time. We build a workflow that handles it, you keep the tool. Scoped for speed, about two weeks from scope to handoff in most cases.
AI Direction Setting
For organizations that want to move deliberately on AI, not chase every tool, and not get left behind either. This engagement clarifies where the organization is now, what leadership wants from AI adoption, and what a realistic path looks like given how the organization operates. Omar has led this work inside government and in advisory roles with private and mission-driven organizations.
Skill Building and Practice
Awareness sessions and one-time training rarely stick. This work is designed for teams that want to build genuine habits: knowing how to structure a prompt, how to build a reusable tool for their own workflow, and how to evaluate whether AI is helping. Delivered as workshops, office hours, and hands-on practice sessions that staff can return to.
Workflow Pilot
The smallest place to start, and the fastest. Pick one task that costs you real time: grant triage, meeting notes to action items, routine report drafting, intake form summarization. We build a workflow that handles it. You keep the tool. About two weeks from scope to handoff, and designed for expedited or P-card purchasing so a department can begin without a long procurement process. More on the Workflow Pilot page.
Work we have actually done
Described without client names. Most of this work happens inside organizations that would rather not appear on a marketing page.
Adoption inside a nonprofit
Ongoing AI workflow and adoption work with a nonprofit. Building the tools is the easy half. The work is building the staff habits that keep the tools in use after we leave.
A county AI policy review
Reviewed a California county's adopted AI policy. The central operational problem was an approval gate the policy never defined: staff could not tell who had to say yes, so nothing moved.
At the tactical end, one example from our own desk: an RFP analysis tool built for internal use saved 40 hours in one month. A small tool aimed at a real pain point gives measurable time back.
Omar Passons leads this work. He served as Deputy City Manager at the City of San Jose and as a Director in the County of San Diego Health and Human Services Agency, so the questions a public agency has to answer before it adopts anything are familiar ones. More about Omar.
Low risk, on purpose
If you have held back on AI because the disruption felt too expensive, or because nobody could tell you where to start, this is built for you.
You keep every tool and system you already use. Where possible, we build with what you already know.
We start where you are, not with a system overhaul. Whether that is one task or your whole direction on AI, the scope is agreed before anything begins.
Every engagement ends with something you can point to: a decision made, a habit built, or hours measurably given back. Then you decide what comes next.
Your people stay in the driver's seat. The tool assists the work, it does not replace the person doing it.
What else is possible
Once a team decides to start somewhere concrete, these are the kinds of tools we build most often.
RFP Analysis
Customized review of solicitations and bids so a small team can make faster, clearer go or no-go decisions.
CRM and Lead Tools
Lightweight, custom-built tools that help a small team track relationships and follow up, without paying for software they will not fully use.
Data Management
Practical help organizing and making sense of the information a business already has, so it is useful instead of scattered.
When you are ready, start a conversation.
No pressure, no long discovery process. Tell us where your organization is on AI and we will tell you honestly what would help, including when the answer is nothing yet.
Start a conversation