AI Playbooks by Role
Five role-specific guides to where AI actually belongs in a company doing $10M to $50M in revenue. Each playbook names the metric that should move, the sequence to follow, and the boundary that should not be crossed.
Choose Your Role
- AI for the CEO & Owner
- Most AI spend goes to visible, low-cost tasks. The recoverable money sits in high-volume manual processes nobody has costed. This is the order to fix it in.
- AI for the CFO & Finance
- AI lands on the P&L as cost before it lands as revenue. That makes it a finance problem first. Here is how to cost it, sequence it, and audit it.
- AI for the COO & Operations
- Operations is where AI produces its clearest result, because the output is measurable in days and hours rather than in sentiment.
- AI for the CRO & Revenue
- Sales is where AI pays back fastest and where it produces the most noise. The difference is whether you instrument it against pipeline.
- AI for the HR & People
- HR carries the highest human consequence of any function, which makes the boundary between preparation and decision the whole game.
Frequently Asked Questions
- What are the Practical AI Institute AI playbooks?
- The AI playbooks are role-specific guides showing where AI belongs in the work of a CEO, CFO, COO, CRO, and HR leader at a company in the $10M to $50M range. Each playbook names the metric that should move, the sequence to follow, and what should not be automated.
- Why organize AI guidance by role instead of by industry?
- Because the buyer, the metric, and the boundary are set by role rather than by sector. A CFO in manufacturing and a CFO in professional services care about the same three numbers. Industry changes the workflows, role changes the decision being made.
- Where should a company start across these playbooks?
- Start with the role that owns your most expensive manual process. Cost that process at hours per week x fully loaded hourly rate x 52 weeks, and the starting point usually becomes obvious without further analysis.
Where This Leads
The Strategic AI Assessment applies every playbook to your own operation and produces a costed ranking of what to fix first. Teams wanting baseline literacy first can start with the self-paced AI courses at $49.