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The Operations-First AI Playbook

A 10-Step Guide for Small and Mid-Sized Business Leaders Evaluating AI

If you're being pitched AI by people who never asked how your business actually runs — this is the methodology that should be on the table instead.

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23 Pages
10 Steps
4 Phases
What's Inside

Ten steps. Four phases. Twenty-eight pages of methodology — the same methodology behind every TPG engagement.

 

Phase 1 — Discovery

Map Before You Move

Operational mapping. Pain & priority identification. Trigger event calibration.

Phase 2 — Diagnosis

Test Before You Commit

AI-fit assessment. Process readiness review. Human-in-the-loop design.

Phase 3 — Implementation

Ship What Works

Tool selection (operations-driven). Measured pilot. Adoption & governance.

Phase 4 — Compound

Build on What You've Proven

Continuous operations review. Expand only where ROI is already confirmed.

Who It's For

This playbook was written for:

 

  • Business owners running operations of $2M–$20M in annual revenue who are tired of being pitched AI by people who never asked about their business.
  • Chief Operating Officers and operational leaders who have been asked to "do something with AI" and want a structured way to evaluate where it actually fits.
  • Compliance and operational leaders in regulated industries who want a methodology that produces defensible AI implementations, not just functional ones.
Who Wrote It
Stephen Parker, Founder of The Parker Group.
Stephen Parker
MBA, PMP · Founder & CEO, The Parker Group

Stephen Parker spent 25 years in enterprise operations management before founding the firm — a sequence he believes matters: operations first, AI second. He holds an MBA, a PMP certification, and an AI Consultant certification with 90+ classroom hours of formal training. The methodology in this playbook is the operating approach behind every TPG engagement.

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