Your 6-Month AI Implementation Plan (With Milestones and Metrics)
AI is exciting—and overwhelming. Between tools for emails, scheduling, design, customer care, and workflows, it’s easy to fall into “app collecting” instead of building a real strategy.
That’s where a 6-month implementation plan comes in. It keeps you focused, prevents tool overload, and helps you measure whether AI is actually helping your business.
Month 1 — Audit & Identify Opportunities
Milestones:
Review your current workflows.
Highlight repetitive, time-consuming tasks.
List current costs (subscriptions, staff hours, etc.).
Metrics:
Number of hours spent weekly on repetitive tasks.
Baseline tool/software costs.
Month 2 — Select & Set Up Tools
Milestones:
Choose 1–2 AI tools to pilot (ex: Motion for scheduling, ChatGPT for content drafts).
Document tool setup and SOPs.
Train the tool with your brand voice or data if possible.
Metrics:
Time to onboard tool.
Initial accuracy/quality of outputs (rated 1–5).
Month 3 — Pilot & Measure Impact
Milestones:
Run a 30-day pilot with your chosen tools.
Collect data weekly (time saved, costs, quality scores).
Hold a “mini review” of results.
Metrics:
Hours saved vs baseline.
Reduction in manual errors.
Cost savings compared to manual work.
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Month 4 — Expand to 1–2 More Workflows
Milestones:
Layer in another AI workflow (ex: customer support FAQs with Chatbot, or SOPs via Scribe AI).
Document workflows in a central dashboard.
Provide light training to any team members or contractors.
Metrics:
Number of workflows automated.
Team adoption rate (if applicable).
Overall hours saved this month.
Month 5 — Optimize & Standardize
Milestones:
Refine prompts, integrations, and instructions for best results.
Create updated SOPs for “AI + human” workflows.
Add fail-safes (human review, alerts for errors).
Metrics:
Quality score trend over time.
% of AI outputs requiring major edits.
Cost per workflow vs baseline.
Month 6 — Review ROI & Decide Next Steps
Milestones:
Run a full ROI review: costs vs time saved vs outcomes.
Identify which tools/workflows to keep, pause, or expand.
Plan the next 6-month cycle.
Metrics:
ROI calculation (hours saved × hourly rate vs AI costs).
% reduction in repetitive tasks.
Business outcomes tied to AI (ex: more content published, faster client response times).
Example AI Implementation Dashboard
6-Month AI Implementation Plan Summary
| Month | Focus Area | Milestones | Key Metric |
|---|---|---|---|
| 1 | Audit | Identify 2–3 automation opportunities | Hours spent weekly |
| 2 | Setup | Install & test AI tools | Setup time, accuracy score |
| 3 | Pilot | Run 30-day trial | Hours saved, error rate |
| 4 | Expand | Add 1–2 workflows | # workflows automated |
| 5 | Optimize | Refine prompts, update SOPs | Quality score, edit % |
| 6 | Review ROI | Calculate cost savings & outcomes | ROI, business outcomes |
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