The situation
The proposed assistant changes how accountants prepare and review client communications.
Lesson 7 of 12 · 7-minute lesson
Prepare the team
Turn capability, communication and oversight gaps into owned actions.
For: Team leaders, workers and change owners
This lesson uses National AI Centre guidance: Activities for teams, Team readiness canvas.
The problem
A technical test can look successful while staff lack training, authority or a safe way to raise concerns.
The choice
Daniel chooses the Team Readiness Canvas and runs it with the people affected.
What you will learn
By the end of this lesson
- Include affected voices.
- Review six readiness areas.
- Assign actions, owners and a revisit date.
The complete set
Know what each item helps you do
- 01
Supporting safe and open AI use
Agree safe ways to discuss and report AI use.
- 02
Giving your team a voice
Surface worker experience and concerns.
- 03
Exploring uncertainty
Name uncertainty and choose a small next step.
- 04
Creating a shared vision
Agree what better work should look like.
- 05
Understanding team training needs
Identify knowledge and skill gaps.
- 06
Building team capability
Plan practical capability development.
- 07
Planning together
Create shared actions and ownership.
- 08
Checking team readiness
Review readiness across six areas.
- 09
Test your scenario
Practise a response to a changing situation.
The pivotal moments
What changes—and why it matters
Moment 1
Choose the right team activity
What the person does
Daniel reviews all nine activities and their intended outcomes.
What the workspace records
The library keeps exact titles and descriptive official links.
Notice
Activities support different outcomes and are not interchangeable.
Why it matters
The team chooses a method that fits its question.
Moment 2
Invite the right voices
What the person does
Daniel includes the owner, affected workers and oversight roles.
What the workspace records
The session records purpose, participants and facilitator.
Notice
Readiness is not decided by the project team alone.
Why it matters
People affected by the change can shape the plan.
Moment 3
Assign readiness actions
What the person does
The team reviews six areas and chooses priority actions.
What the workspace records
Actions have owners and a revisit date.
Notice
Understanding the purpose does not prove staff can reject unsuitable drafts.
Why it matters
The workshop produces accountable follow-up.
Official guidance used in this lesson
Check the published guidance
National AI Centre
Activities for teams
Lists the nine activities available to support different team outcomes.
Last checked 30 September 2026
National AI Centre
Team readiness canvas
Provides the published canvas used for the readiness activity.
Last checked 30 September 2026
The complication
The difficult part stays visible
The team understands the intended use but has not practised rejecting or escalating an unsuitable draft.
The outcome
Readiness gaps become actions with owners and a date to revisit progress.
Check your understanding
Why include affected workers?
Show the answer
They understand how work happens in practice and can identify capability, authority and support gaps that project teams may miss.
Key points
Remember these three things
- Choose an activity for its intended outcome.
- Include people affected by the change.
- Turn observations into owned, timed actions.
What happens next