Articles | June 26, 2026

A Structured Approach to AI Implementation Ensures Success

By Wayne S. Leipold

Moving from individual experimentation with artificial intelligence (AI) in everyday work to organization-wide value requires structure. To ensure success, follow a sequence of coordinated efforts:

  • Develop an AI strategy that includes guiding principles and a policy for responsible use.
  • Conduct AI training for leaders and staff to build confidence and trust and to bridge the gap between strategy and execution.
  • Create an AI tactical blueprint, which is a practical roadmap for turning ideas into action using disciplined project management.

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An article published in the Spring 2026 issue of PERSist, the newsletter of the National Conference on Public Employee Retirement Systems (NCPERS), which you can access from this page with their permission, discusses how a structured approach to AI implementation helped a retirement system to ensure success.

Get 3 key takeaways for introducing AI to an organization

The article also notes three key takeaways for organization-wide AI implementation:

  1. Treat AI as a program, not a product.
  2. Start small and stay focused.
  3. Keep humans in the loop.

Remember change-management fundamentals

AI may be new, but the fundamentals of managing change are not.

Successful AI adoption is less about finding the “right” tool and more about sequencing the work correctly.

Is your organization considering how best to use AI to improve workflows and services?

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.