STEP 05 — REDESIGN & RESKILLING

Where AI creates capacity — and what to do with it

Go through each person: what they can do more of, the skills to build for it, and the AI tools to add. The team summary is its own page and builds itself from these plans. AI suggestions only ever see roles, skills and scores — never names.

4 of 4 people have a plan

Team summary →

Each person's plan

AR

Aisha Rahman — Accounts Payable Specialist

Plan ready

Freed up to do more of

Supplier relationships and spend analysis.

Skills to build

Spend analysis
Supplier negotiation

AI tools

None in use yet

Could add

Invoice-capture assistant

Gap — 90% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
JS

John Smith — Finance Controller

Plan ready

Freed up to do more of

External market analysis

Skills to build

Market research methods
Competitor benchmarking

AI tools

None in use yet

Could add

Market-intelligence assistant

Gap — 70% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
LF

Lena Fischer — Financial Analyst

Plan ready

Freed up to do more of

Scenario planning with business leaders.

Skills to build

Scenario modelling
Data storytelling

AI tools

Microsoft Copilot

Could add

Tool in use for this work.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.
MO

Mark O'Connor — Payroll Specialist

Plan ready

Freed up to do more of

Advising employees on pay and benefits questions.

Skills to build

Benefits advisory
Payroll data quality

AI tools

None in use yet

Could add

Gap — 80% could be automated or augmented, and no AI tool is in use.

Tool types, not brands — you pick the product.

Drafts stay dashed until you keep them. Only roles, skills and scores are sent to the AI — never names.

4 of 4 plans ready. The team summary updates as you go.

See team summary →