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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Ten steps. Four phases. Twenty-eight pages of methodology — the same methodology behind every TPG engagement.
Map Before You Move
Operational mapping. Pain & priority identification. Trigger event calibration.
Test Before You Commit
AI-fit assessment. Process readiness review. Human-in-the-loop design.
Ship What Works
Tool selection (operations-driven). Measured pilot. Adoption & governance.
Build on What You've Proven
Continuous operations review. Expand only where ROI is already confirmed.
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.
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