In Part 3 of our four-part series on the AI Implementation Canvas, Meg Fairchild and Megan Torrance explore the Design & Implementation Enablers section of the Canvas.
They discuss how organizations can move from scattered AI experiments to structured pilots, thoughtfully select which ideas to pursue, and safely scale the projects that show promise. They also explore how learning professionals can bring their existing strengths in measurement, impact, collaboration, and capability building to AI initiatives.
Listeners will learn:
Stay tuned for Part 4.
Hosts: Megan Torrance and Meg Fairchild
Producers: Meg Fairchild and Dean Castile
Music: Original music by Dean Castile
Resources & Links from this Episode
Connect with Megan Torrance on LinkedIn
Antifragile: Things That Gain from Disorder by Nassim Nicholas Taleb
AI Transparency Statement
AI was used to generate the first draft of the transcript and the show notes for this episode. It was then edited by real humans.
Hey Megan, let's do a podcast. Great idea. What
Speaker:should we talk about?
Speaker:Today we are talking about the Design and Implementation
Speaker:Enablers section of the AI Implementation
Speaker:Canvas. Megan, one of the things that I've heard you talk about with
Speaker:the AI Implementation Canvas is that it's a capability
Speaker:builder as much as a practical tool for a single
Speaker:implementation. It strikes me that this section of the canvas
Speaker:embodies that capability-building aspect more than any of
Speaker:the other ones. Yeah, I think I agree with you 100%. Well, no,
Speaker:"I think I agree with you 100%"? I totally agree with you 100%.
Speaker:The design of the
Speaker:Canvas is such that you use the Canvas for every implementation
Speaker:in an organization, and that
Speaker:means you might be using it a lot if you have a lot of things
Speaker:going on. And the more that you use it, and the more the team
Speaker:uses it, the more natural it's going to become to raise these
Speaker:questions and have these conversations. In the early days of gen
Speaker:AI release at Torrance Learning, our pilot teams... I think
Speaker:we had six teams at one point each using a Canvas. And
Speaker:that built in
Speaker:early on the practice and the routine of thinking
Speaker:around all these questions, these 14 planning dimensions, so
Speaker:that the team in future implementations can be arriving
Speaker:at each of these conversations faster. They're like, ah, I've been here before, done
Speaker:that. But when we get into design and implementation
Speaker:enablers, that's really about how do we start from
Speaker:pilots, make thoughtful selections, and then
Speaker:scale the projects that make sense scaling. So this is
Speaker:one in which we're using the Canvas a lot
Speaker:and really, really leveling up the entire game. Design
Speaker:and Implementation Enablers is just one of the four sections.
Speaker:There's Strategic Foundations, there's Technology & Experience
Speaker:Infrastructure, there's also Human-Centered Adoption & Change, which will be another
Speaker:conversation. That'll be a good one. Yeah, looking forward to that.
Speaker:You mentioned pilots. I mean, so many pilots when it
Speaker:comes to anything AI related. I've heard even
Speaker:the term "random acts of AI." So how do organizations
Speaker:pilot things efficiently and how do they figure out what
Speaker:pilot projects make sense to move forward? This
Speaker:is done in a number of different ways, but I think
Speaker:some of the most informed approaches I've seen
Speaker:have been almost like new product development.
Speaker:And there are a number of opportunities to get
Speaker:engaged, and they bring in.... One of the companies that I
Speaker:researched for the book had a very structured
Speaker:process by which they had a bunch of different pilots. Anybody could
Speaker:submit an idea, and then ideas were vetted with some
Speaker:criteria that were consistent across the organization so
Speaker:that everybody's idea got a look,
Speaker:but also that perspective and that feedback from that consistent
Speaker:rubric. And then things that passed that first look got a little bit of time
Speaker:and a little bit of funding to create a
Speaker:prototype and to experiment a little bit. They also got support from the
Speaker:organization. Can you imagine an organization of thousands
Speaker:of people and everybody's got an idea about how to use AI a different way?
Speaker:It's really hard from a governance perspective and keeping track of where is
Speaker:our data and what's going on. So how do you resource that and provide each
Speaker:one of those teams with some support? Requires a lot of transparency and
Speaker:communication. So when you make it
Speaker:okay to experiment, provide structured avenues and
Speaker:support for experimentation, you then
Speaker:bring all of those little random pockets in the organization that don't know
Speaker:what the other part is doing, brings them together and
Speaker:allows them to have a much more structured and organized
Speaker:approach to having a lot of innovation going on at once.
Speaker:Yeah. Another planning dimension you have here is
Speaker:scaling and integration. And when I think about
Speaker:scaling, you can think of pilots as like,
Speaker:they could be small scale, but they also could be really large scale.
Speaker:So it's sort of a layer on top of that even
Speaker:and just another dimension to look at. So some AI projects and organizations
Speaker:are going to be really big. They're going to like upend the way that systems
Speaker:and processes work across your org, or
Speaker:that there might be others that are going to be super small, right? Yeah. And
Speaker:I think once a project has been greenlighted to
Speaker:scale, that's not a "send the link to everybody!"
Speaker:kind of moment, right? "Yay!"
Speaker:That sounds dangerous.
Speaker:But because
Speaker:you're right, it's dangerous at that kind of
Speaker:pivot point from pilot to scale, right? If you can go to pilot,
Speaker:generally it may use dummy data, it may be a small portion of the
Speaker:organization, it may not have
Speaker:direct ... it may have a lot of humans sitting around watching it, making sure
Speaker:it's been paying attention. So as we move from pilot to
Speaker:scale, then we start looking at
Speaker:IT and security involvement. We start looking
Speaker:at stress testing and volume
Speaker:testing for products. We may look at,
Speaker:for lack of a better word, kill switch. How do we very
Speaker:efficiently get the signal that this thing has gone awry and turn it
Speaker:off before it causes more damage? And that's actually
Speaker:some of the considerations around projects that we've got. How
Speaker:do we monitor, by a human, maybe even
Speaker:supported with AI, but how do we monitor these things and then make sure that
Speaker:we turn them off if things aren't
Speaker:going well? And what are the rules for that? So there's a lot
Speaker:of considerations around scale.
Speaker:And then I think there's also, like, how do we manage? How do we manage
Speaker:this once it's huge and big and everybody's using it in an organization?
Speaker:So it's a worthy
Speaker:time to have a slowdown, a pause, and a lot of conversation.
Speaker:You used a word when you were talking there. You said the word
Speaker:signal. And that makes me think about measurement and impact
Speaker:as well. I know we've talked in a lot of other episodes
Speaker:that we've done about the importance of measurement. I'm
Speaker:sure there's aspects that we want to measure here too, right?
Speaker:Yeah. One of the things we want to be looking at as we design pilots
Speaker:and then move into scale is what does success look like?
Speaker:How will we know when we have it? And
Speaker:what does success look like for people, for performance, for the organization
Speaker:overall? And
Speaker:this gets tied back to our business goals. What are we trying to achieve
Speaker:here? And are we achieving this? And what happens
Speaker:when we do? Right, so say a goal is to reduce a particular
Speaker:process, reduce the speed it takes to complete that. If we
Speaker:reduce the speed it takes to complete that, what do we do with that extra
Speaker:time? So there's all sorts of
Speaker:considerations here. And some of these things are going to be easy to measure, and
Speaker:some of these things are not going to be easy to measure. But one of
Speaker:the things that learning professionals bring to the table is
Speaker:this focus on measurement and impact. And
Speaker:both in the activity measurements — "are people using it?" The
Speaker:effectiveness measurements — "are they using it well and using it
Speaker:to change their work and outcome metrics?" Like, did it
Speaker:achieve those desired outcomes? So there's lots of
Speaker:opportunities here for us to apply the skills that we have already in
Speaker:learning design and that
Speaker:we could
Speaker:borrow from our learning products into these AI products
Speaker:and projects. When I'm
Speaker:thinking about takeaways here, the first thing that comes to
Speaker:mind is that this is almost about a
Speaker:transition in a way, like we're talking about maybe
Speaker:pilots to scaling and almost a maturity that's
Speaker:taking place in this section of the quadrant. Would you say that's right? I
Speaker:do. Yeah, I agree. And it's even — I think there's
Speaker:both maturity in moving from pilot to implementation with a rigorous
Speaker:measurement, but also maturity in even having those structures
Speaker:in the organization in the first place. Mhm, and having those conversations. What's
Speaker:one more thing you've got for us? You know,
Speaker:one of the things we talk about is like, "where are the people in each
Speaker:of these sections?" And the
Speaker:people here are — what I love
Speaker:about the, especially the experimentation and pilots perspective,
Speaker:is there's innovation and a
Speaker:divergence-of-thinking opportunity to get
Speaker:a lot of people involved and excited and an
Speaker:opportunity for sideline skill development around that.
Speaker:"How do I make a business case?" "How do I present my case?" "How do
Speaker:I team with other people across the organization to be on this
Speaker:part of this project team?" And "how do I connect in with the purpose of
Speaker:my organization by participating in this innovation
Speaker:effort?" So there's a lot there and
Speaker:a lot of really good conversation, I think,
Speaker:to be had. Yeah. I mean,
Speaker:pilots need people. Pilots need people.
Speaker:And feedback, which we can measure. Go figure.
Speaker:All right, Megan, how'd that one go? That was a lot of fun to
Speaker:talk about. It was — I love, you know
Speaker:me, I love a good hackathon. So I get very
Speaker:excited about the experimentation end of things and
Speaker:the prototyping, like, "hey, can we build this thing?" And I know, like, personally,
Speaker:sometimes I get frustrated when you hit what
Speaker:feels like organizational friction
Speaker:to scaling. That friction is there
Speaker:for a really good reason. And so
Speaker:that's important. But it is definitely a gear shift and a
Speaker:speed shift that's important but sometimes hard for
Speaker:individuals to internalize.
Speaker:Instead of friction, I thought you were — you mentioned "antifragile" the
Speaker:other day, and it almost
Speaker:made me think of like, I thought your brain
Speaker:or my brain was starting to go towards, like, "I hit the organizational
Speaker:rigidity." Yes!
Speaker:But yet from an antifragile — right. So let's back up,
Speaker:right? The concept of "antifragile," or "anti-fragility." And we'll
Speaker:put the link to the book in the show notes because it's a concept —
Speaker:I'm super fascinated, right? So one of the
Speaker:core themes here is that things that are fragile,
Speaker:when you push up against them, they break.
Speaker:Your pilots might be fragile. Right. It's a prototype. It's
Speaker:not built out and robust. Things that are rigid,
Speaker:when you push up against them, they also break. They push back
Speaker:or they stop. That's not healthy either. And then
Speaker:things that are antifragile, when you push up against them, they actually get
Speaker:stronger. And it helps the team get stronger, it helps the organization and the process
Speaker:gets stronger. So that pushback from the organization — at
Speaker:scale, at governance, at bringing the security people and
Speaker:looking at the wider impacts — absolutely makes an
Speaker:idea stronger. This is Meg Fairchild and
Speaker:Megan Torrance, and this has been a podcast from
Speaker:TorranceLearning. Tangents is the official podcast of
Speaker:TorranceLearning. (As though we have an unofficial one.) Tangents
Speaker:is hosted by Meg Fairchild and Megan Torrance. It's
Speaker:produced by Dean Castile and Meg Fairchild, engineered and
Speaker:edited by Dean Castile, with original music also
Speaker:by Dean Castile. This episode was fact checked
Speaker:by Meg Fairchild.