Monthly Retrospective
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Run a monthly review of your AI work
Set aside half an hour with the people who do and support the work. Bring the previous actions, recent results and running costs, then agree what to change next.
Start your answers ↓What did we unstick this month?
Be specific. Name the job, the hours saved, the money it made. Things are better is not an answer you can build on. A number is. It is also the proof you bring the next time you ask for budget.
What is stuck now?
Something is always slowing you down. If you cannot see what, go back to where the work happens and ask the people doing it. Fixing last month's hold-up is exactly what makes the next one show up. That is progress, not failure.
What could we join up?
The money is usually in joining two things up, not in one clever tool. A client list that talks to your reporting is worth more than either on its own. Look for pairs like that, where linking them gives you something neither could do alone.
What we are doing about it
Every one of these has to end with real jobs, real names and real dates. A good idea nobody owns is just a nice chat. Keep it to three or four. A short list people actually own beats a long wish list every time.
A worked example
Illustrative example, not a client result.
Imagine twelve comparable reports taking twenty minutes each to prepare and check before a change, and ten minutes each afterwards. That releases two hours across the twelve reports. Record any extra upkeep separately, check quality and decide how the team will use the time. It is not a cash saving unless spending actually falls.
What you leave with
Your review records what improved, what still holds the team up and the actions people have agreed to own. Bring that record to the next meeting to check what happened.
Complete the form to create a PDF of your answers. No email is required. Creating the PDF sends your answers to us and keeps a copy, as explained above.
The meeting
Half an hour, once a month. Number each one, so you can see yourselves getting faster. A problem that took three weeks to crack the first time might take three days by the fourth. That is the whole point.
Review what changed and what it cost
Bring the work completed, time spent checking, running costs and any supported financial benefit to your review. Keep forecasts separate from observed results.
The ROI guide helps you measure a new service or wider internal use, count the full cost and decide whether the next investment is justified.
Use the AI ROI worksheet and worked example