Aegis Boardroom
Tier 0 · Module 0.7 · 15 minutes

Exit routing instrument

What you'll get out of this10-item routing instrument. Not gating. Populates the sponsor report's Tier 1 candidate list with evidence rather than facilitator hunch.

What this is

10 questions. Anonymous to the learner's peers. Visible to the workshop sponsor (the company's executive sponsor of the engagement) and to Aegis as the Tier 1 planner.

This is not a test. There is no pass or fail. The purpose is to identify which employees are well-positioned to be Tier 1 candidates: operators who own workflows, have decision authority, and are willing to pilot AI in a real context.

Why we ask each question

#QuestionWhat we learn
1Did you complete an AI Baseline Worksheet that was signed by your manager?Activation. Did the workshop produce action.
2Have you used AI at work in the past 7 days?Hands-on experience
3(Scenario) Choose the safer promptRisk recognition
4(Scenario) Identify the failure mode in this AI outputReview skill
5Do you currently own a workflow that runs at least weekly in your role?Workflow ownership
6Do you have authority to change how that workflow runs?Decision authority
7If your company offered Tier 1 (a 6 to 10 hour course on operating AI in your workflow), would you participate?Pilot disposition
8Would you be willing to mentor a teammate who completed Tier 0 but is less confident?Mentor disposition
9(Free text, optional) What's one AI question you didn't get answered today?Sponsor report follow-ups
10(Free text, optional) What's one AI use case in your area that nobody is doing today?Use-case inventory addition

The 10 questions

1. Worksheet completion

Did you complete an AI Baseline Worksheet that was reviewed and signed by your manager today? (Yes / Not yet / No)

2. Recent hands-on usage

Have you used an AI tool (ChatGPT, Claude, Copilot, Gemini, your company's enterprise AI, or similar) for work in the past 7 days? (Yes / No / Unsure)

3. Scenario: risk recognition

Which of these prompts is safer to send to a public AI tool?

(A) "Here's the customer's email thread including their account number. Summarize the issue."

(B) "I need to summarize a customer support thread. The customer is unhappy about a delayed shipment. Help me draft a 4-bullet summary I can share with my manager."

(Correct: B.)

4. Scenario: failure mode recognition

You asked AI to draft a 100-word customer email and to avoid marketing language. The output is 145 words and includes "industry-leading commitment to excellence." What's the issue? (Pick one)

  • ·(A) The AI added factual errors
  • ·(B) The AI cited a fake source
  • ·(C) The AI ignored your format and tone constraints
  • ·(D) Nothing. It looks fine.

(Correct: C.)

5. Workflow ownership

Do you own a recurring workflow in your role that you do at least weekly? Examples: handling a specific category of customer email, running a weekly report, processing a category of paperwork, coordinating with specific vendors. (Yes / No / Partially)

6. Decision authority

For that workflow, do you have authority to change how it runs without needing approval each time? (Yes / No / Partial. I can change small things.)

7. Tier 1 interest

If your company offered a 6 to 10 hour course called "AI Operating Discipline" focused on building one of your workflows with AI safely, with measurement and review, would you participate? (Yes, eagerly / Yes, if assigned / Maybe / No)

8. Mentor disposition

If a teammate completed Tier 0 today but felt less confident than you, would you be willing to spend 15 minutes a week helping them get to a first safe AI use case? (Yes / Maybe / No / Not in my current role)

9. Open question

What's one question about AI at work you didn't get a clear answer to today? (Optional. Free text. Used to improve future workshops and to surface gaps for the sponsor.)

10. Use-case spot

What's one AI use case in your area or in a teammate's area that nobody is doing today but probably should be? (Optional. Free text. Feeds the sponsor's use-case inventory.)

How this gets used

For learners: this is the last thing you submit. It takes 10 minutes. There is no right answer beyond your honest take.

For the workshop sponsor: aggregate results populate the report's Tier 1 candidate section with evidence (workflow ownership + decision authority + willingness to pilot + risk and review skill) rather than facilitator hunch. Individual names appear only with opt-in.

For Aegis: the data shapes Tier 1 workshop sizing and surfaces use-case patterns across companies.

Delivery

  • ·Self-paced: completed at end of Module 0.6, before badge issuance.
  • ·Workshop: distributed via QR code or short link at minute 215 of the 4h workshop, or minute 320 of the 6h workshop. Allow 10 minutes for completion.
Run this with your team

Tier 0 is the activation layer for companies that do not have a CTO, CIO, CISO, or internal AI owner. Plain English. Practical. Safe.