AI Adoption 3-Month Retro for Beginners | KPT: Decide What to Keep, Stop, Try Next, Then Advance

Business & Strategy

AI Adoption 3-Month Retro for Beginners | KPT: Decide What to Keep, Stop, Try Next, Then Advance

This beginner-friendly template helps a team three months into AI adoption run a KPT retrospective before the early buzz fades, and decide how to use AI for the next three months. The whiteboard holds a spot for the tasks used, their effects, and pain points, a three-column KPT board (Keep, Problem, Try), three criteria frames for picking a candidate, a four-by-four table comparing candidates for the next three months, and frames for the decision and who to share it with. The task board runs five columns from gathering results to done, with four parent tasks - gather results, reflect with KPT, decide the next three months, and roll out the decision - split into three subtasks each (16 cards, all not started). Just fill the board top-left to bottom-right and you will end up with the one initiative to try next, its owner, a start date, and who to share it with. Every term is explained on the board, so teams new to AI, or a one-person department, can use it as is.

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AI adoption retrospective KPT productivity beginner-friendly
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(1) Tasks You Used (what you did with... (2) Effects (how time and effort chan... (3) Pain Points (what did not work) (5) Criterion 1 - pick what sits next... (6) Criterion 2 - pick something with... (7) Criterion 3 - pick something that... (8) Candidates for the Next 3 Months ... (9) Decision (the one thing you will ... (10) Sharing and Next Retro (do not s... AI Adoption 3-Mon... How to use: (1) L... What to keep / re... Decisions & o... Pain points / pro... Insights / what t... e.g. Had AI draft the meeting minutes e.g. Had AI draft replies to inquiries e.g. Had AI draft an outline for a document Include things you only used occasionally too e.g. Minutes went from 60 minutes to 20 minutes e.g. Drafting a reply went from 10 minutes to 4 minutes each e.g. Less time spent stuck on how to start a document If you have no numbers, write how it used to be e.g. Checking accuracy took more effort e.g. Only 3 people used it, it did not spread e.g. Unsure if it is okay for text sent outside the company Write about what happened, not who did it (4) KPT (sort how... KeepContinue What worked well. Keep doing it for the next 3 months e.g. Always let AI draft the minutes e.g. Always have a person re-read AI-written text ProblemIssues What is not working. Write the facts, not the cause e.g. Checking takes so long it ends up slower overall e.g. Over half the team does not know how to use it TryExperiment What to try next. List as many as you can, narrow later e.g. Compile your go-to prompts onto one sheet and share it e.g. Check with your manager whether it is okay for external documents Expand to something next to what worked in frame 2 e.g. If minutes worked, expand to meeting prep Do not start from a completely new task Pick things that need no new contracts or setup first e.g. Something you can do with the tools you already have Push anything needing over a month of setup to next time Pick candidates that shrink the pain points from frame 3 e.g. Less checking effort, more people using it Note next to each candidate which pain point it addresses Initiative Expected effect Owner Start Candidate 1 e.g. Expand minutes drafting to organizing decisions e.g. Post-meeting sharing 30min to 10min e.g. Meeting facilitator e.g. First week of next month Candidate 2 e.g. Rebuild reply templates for inquiries with AI e.g. Each reply 4min to 2min, fewer rewrites e.g. Inquiry lead e.g. Third week of next month Candidate 3 e.g. Let AI draft document outlines e.g. Drafting time cut in half e.g. Planning lead e.g. From month 2 Candidate 4 e.g. Share go-to prompts to grow the number of users e.g. Users go from 3 to 12 e.g. Shared by everyone on rotation e.g. From month 3 The one thing to run for the next 3 monthse.g. Compile your go-to prompts onto one sheet and share it at the monthly morning meeting(Why you chose it: note which of the criteria in frames 5 to 7 it fits) Owner and start dateOwner: ____ / Start: month __, week __Success looks like: e.g. 12 people are using it after 3 months Who to share with and howe.g. Send a photo of this board to your manager, read it out at the team's morning meeting(Share by: __/__) What to check at the next retroe.g. Measure and compare the number of users and time spent on minutes again(Next retro: __/__)
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Task board contents

Gathering results 16 items

Gather your results
Reflect with KPT
Decide next 3 months
Roll out decision
List what you used
Note the numbers
Collect pain points
List your Keeps
Note the problems
List Try ideas
Confirm criteria
List 4 candidates
Pick the one to try
Share the decision
Monthly check-in
Set next retro date

Reflecting 0 items

Reviewing candidates 0 items

In progress 0 items

Done 0 items

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