Project Plan

STABLE Last updated Mar 03, 2026
Contents

Leading Through AI™ — Project Plan

Launch Date: Friday, March 28, 2026 Video Shoot: Tuesday, March 17, 2026 Working Days Remaining: 18 (as of March 3) Owner: Alfred (plan), Ben (execution management), Junior (decisions)

Team & Roles

Person Role Owns
Junior (Tim Jr.) On-camera talent, scripts, AI prompts, course content decisions Final say on everything creative; writes/approves all scripts; on-camera for all 7 videos
Tim Sr. Content architect, framework validation Reviews spec, deck, scripts for intellectual rigor; validates 5D Model, ALI, exercises
Drew Engineering lead App build (AI Thinking Partner, digital workbook, assessment engine, participant experience)
Jillian CMO, brand, website Landing page, positioning, agent-optimized product page, launch marketing, website redesign
Maria Video production, motion graphics Shoot logistics, editing, animation overlays, deck-to-video asset pipeline
Bruno Video production support Camera, lighting, audio for March 17 shoot
Nick Sales Enterprise outreach, pilot client identification, pricing validation with buyers
Ben Execution management Daily standups, blocker removal, timeline enforcement, follow-ups
Alfred Project plan, research, drafts, spec maintenance This document, competitive intel, spec updates, engineering brief, marketing briefs

Workstreams

1. DECK (Drives Everything Else)

The deck is the single most critical deliverable. It serves as: - Visual backbone for all 7 teaching videos (on-demand) - Facilitator's delivery tool (workshop) - Source for Maria's motion graphics

The deck must be done before the video shoot.

Task Owner Due Status Depends On
Deck outline — slide-by-slide map from spec Junior + Tim Sr. Mar 5 (Wed) Not started Spec (done)
Deck build — Module 1 (DEFINE) Junior Mar 7 (Fri) Not started Outline
Deck build — Module 2 (DISCOVER) Junior Mar 9 (Sun) Not started Outline
Deck build — Module 3 (DESIGN) Junior Mar 11 (Tue) Not started Outline
Deck build — Module 4 (DEVELOP) Junior Mar 12 (Wed) Not started Outline
Deck build — Module 5 (DEMONSTRATE) Junior Mar 13 (Thu) Not started Outline
Deck review + polish Tim Sr. Mar 14 (Fri) Not started All modules
Deck to Maria for motion graphics prep Maria Mar 14 (Fri) Not started Review done
Final deck locked for shoot Junior Mar 16 (Sun) Not started Maria prep

2. SCRIPTS (Video Shoot Prep)

7 videos (V0–V6), ~35–45 minutes total. Junior on camera, talking head with animation.

Task Owner Due Status Depends On
V0 script — Welcome + Orientation (~3 min) Junior Mar 10 (Mon) Not started Deck outline
V1 script — DEFINE (~8 min) Junior Mar 11 (Tue) Not started Module 1 deck
V2 script — DISCOVER (~8 min) Junior Mar 12 (Wed) Not started Module 2 deck
V3 script — DESIGN (~10 min) Junior Mar 13 (Thu) Not started Module 3 deck
V4 script — DEVELOP (~7 min) Junior Mar 14 (Fri) Not started Module 4 deck
V5 script — DEMONSTRATE (~5 min) Junior Mar 15 (Sat) Not started Module 5 deck
V6 script — Close + 8-Week Preview (~3 min) Junior Mar 15 (Sat) Not started Module 5 deck
Script review — all 7 Tim Sr. Mar 16 (Sun) Not started All scripts
VIDEO SHOOT Junior + Maria + Bruno Mar 17 (Tue) Scheduled Scripts + deck locked
Video edit — rough cuts Maria + Bruno Mar 21 (Fri) Not started Raw footage
Video edit — final cuts Maria + Bruno Mar 25 (Tue) Not started Rough cuts + Junior review
Videos uploaded to platform Maria Mar 27 (Thu) Not started Final cuts

3. ENGINEERING (App + AI Thinking Partner)

Drew builds the participant experience: assessment, AI Thinking Partner, digital workbook, artifacts.

Task Owner Due Status Depends On
Engineering brief — scope doc for Drew Alfred Mar 4 (Tue) Not started Spec (done)
Drew briefing call Junior + Drew Mar 5 (Wed) Not started Engineering brief
Technical architecture decisions Drew Mar 7 (Fri) Not started Briefing
ALI assessment — item bank finalization (25-30 items from 50) Junior + Tim Sr. Mar 7 (Fri) In progress ALI-ASSESSMENT-v5.md exists
AI Thinking Partner — prompt engineering Junior Mar 10 (Mon) Not started Spec sections 6, 8
Assessment engine build Drew Mar 14 (Fri) Not started Item bank finalized
Digital workbook — exercise flows (5 modules) Drew Mar 18 (Tue) Not started Architecture + deck
AI Thinking Partner — integration Drew Mar 21 (Fri) Not started Prompts + workbook
Onboarding flow (conversational intake + AI literacy screening) Drew Mar 21 (Fri) Not started Architecture
Partnership Audit artifact (10 responsibilities) Drew Mar 24 (Mon) Not started Workbook
Partnership Map artifact Drew Mar 24 (Mon) Not started Workbook
Manager Brief auto-generation Drew Mar 26 (Wed) Not started All artifacts
End-to-end testing Drew + Junior Mar 27 (Thu) Not started All components
App live Drew Mar 27 (Thu) Not started Testing

4. ASSESSMENT (ALI)

The AI Leadership Index™ — proprietary assessment, core differentiator.

Task Owner Due Status Depends On
ALI item bank — review + cull to 25-30 Junior + Tim Sr. Mar 7 (Fri) In progress v5 item bank exists
Scoring logic + dimension mapping Tim Sr. Mar 10 (Mon) Not started Final items
Report template design Junior Mar 12 (Wed) Not started Scoring logic
Pattern-reading guidance (replaces archetypes) Tim Sr. Mar 12 (Wed) Not started Scoring logic
Assessment integrated in app Drew Mar 14 (Fri) Not started Scoring + engineering

5. MARKETING & SALES (Launch Prep)

Landing page, positioning, enterprise pipeline.

Task Owner Due Status Depends On
Jillian context brief delivered Alfred Mar 2 (Sun) ✅ Done —
Agent-optimized marketing brief Alfred Mar 3 (Mon) ✅ Done —
Competitive landscape Alfred Mar 2 (Sun) ✅ Done —
Landing page — wireframe Jillian Mar 10 (Mon) Not started Context brief
Landing page — copy (positioning, specs, FAQ, structured data) Jillian Mar 14 (Fri) Not started Wireframe + agent brief
Landing page — live on leaderfactor.com Jillian Mar 21 (Fri) Not started Copy approved
Stripe/payment — on-demand ($499) Drew or Jillian Mar 24 (Mon) Not started Landing page
Stripe/payment — enterprise inquiry flow Drew or Jillian Mar 24 (Mon) Not started Landing page
Launch email — to existing LF list Jillian + Nick Mar 27 (Thu) Not started Landing page + videos
Social media — LinkedIn launch posts Jillian + Junior Mar 28 (Fri) Not started Launch email
Nick — pilot client outreach (enterprise) Nick Mar 10 (Mon) Not started Spec URL shared
Nick — 3 pilot conversations booked Nick Mar 21 (Fri) Not started Outreach
Cam deck slides (Tim owes Jillian) Junior Mar 5 (Wed) Not started —

6. FACILITATED WORKSHOP (Parallel Track)

Same content, facilitator-delivered. Not much additional work since deck serves both.

Task Owner Due Status Depends On
Facilitator guide — timing + transitions Junior Mar 19 (Wed) Not started Deck locked
Gallery walk instructions (Module 4) Junior Mar 19 (Wed) Not started Facilitator guide
Exercise facilitation notes per module Junior Mar 21 (Fri) Not started Facilitator guide
Facilitator certification outline ($2,499) Junior + Tim Sr. Mar 25 (Tue) Not started Workshop tested
First internal workshop run-through Junior Mar 26 (Wed) Not started All materials

7. REINFORCEMENT SYSTEM (Post-Launch Build)

8-week post-course system. Can ship after launch — participants don't hit this until Week 2+.

Task Owner Due Status Depends On
8-week email/nudge sequence design Junior Apr 4 Not started Launch learnings
AI Thinking Partner — reinforcement prompts Junior Apr 4 Not started Course live
Retrieval bridges — application exercises Tim Sr. Apr 4 Not started Course live
Manager Brief follow-up sequence Junior Apr 11 Not started Manager Brief live

Critical Path

The critical path runs through the deck. Everything downstream depends on it:

Spec (done) → Deck outline (Mar 5) → Deck build (Mar 5-13) → Deck review (Mar 14)
                                                                    ↓
                                                              Maria prep (Mar 14-16)
                                                                    ↓
Scripts (Mar 10-15) → Script review (Mar 16) ──────────────→ VIDEO SHOOT (Mar 17)
                                                                    ↓
                                                              Edit (Mar 18-25)
                                                                    ↓
Engineering brief (Mar 4) → Drew briefing (Mar 5) → App build (Mar 7-26) → Testing (Mar 27)
                                                                    ↓
                                                              Landing page (Mar 10-21)
                                                                    ↓
                                                        ═══ LAUNCH: MAR 28 ═══

If the deck slips, everything slips. Protect this workstream above all others.

Weekly Milestones

Week 1: Mar 3–9 — FOUNDATION

Week 2: Mar 10–16 — BUILD

Week 3: Mar 17–23 — SHOOT + ENGINEERING PUSH

Week 4: Mar 24–28 — LAUNCH

Risk Register

Risk Likelihood Impact Mitigation
Florence arrives before Mar 17 shoot Medium Critical Shoot is Mar 17; membrane sweep Mar 10; due date ~Mar 11. If baby comes, shoot slides 3-5 days. Backup: Mar 20-21.
Deck takes longer than planned Medium Critical Junior starts outline Mar 5. If behind by Mar 10, cut scope to 3 core modules for launch, add 2 post-launch.
Drew can't build full app by Mar 27 Medium High MVP: assessment + AI Thinking Partner + 1 artifact (Partnership Audit). Digital workbook and Manager Brief can follow in Week 1 post-launch.
Video edit timeline too tight Low Medium Maria has 8 days (Mar 17-25). If needed, launch with 3 core videos, add V0 + V6 post-launch.
Opus model overloaded during AI coaching Low Medium Sonnet fallback configured. AI Thinking Partner should also have model fallback.
Nick can't find pilot enterprise buyers Low Medium Course launches regardless. Pilots are validation, not gating.

MVP vs. Full Launch

If timeline pressure forces cuts, here's what's essential vs. deferrable:

Must have for March 28 (MVP): - Deck (all 5 modules) - 5 core videos (V1–V5) — V0 welcome and V6 close can be text - ALI assessment (in-app or standalone) - AI Thinking Partner (at least for key exercises) - Landing page with payment - On-demand available for purchase

Can follow in Week 1–2 post-launch: - V0 + V6 videos - Manager Brief auto-generation - Full digital workbook with all artifact exports - Facilitator guide + certification details - 8-week reinforcement system - Enterprise Stripe flow (manual invoicing works)

Communication Cadence

Rhythm Who When Format
Daily standup Ben + active builders 9:00 AM weekdays 15 min Slack/call
Junior check-in Alfred + Junior As needed (webchat/Telegram) Async
Weekly milestone review Full ELT Friday PM or Monday AM 30 min
Blocker escalation Anyone → Ben → Junior Immediate Slack DM

Open Decisions Needed

  1. AI Thinking Partner name — "Lumen" rejected (trademark). Needs a name before landing page copy. Owner: Junior. Due: Mar 7.
  2. Assessment: self-only vs. multi-rater — Current spec is self-assessment. Multi-rater and Team AI Readiness Index discussed but not committed. Owner: Junior + Tim Sr. Due: Mar 10.
  3. Book/field guide — Tim interested, Jillian identified as collaborator. Not blocking launch. Owner: Junior. Decision: post-launch.
  4. Facilitated pricing: public vs. enterprise-only — $1,495 public workshops vs. enterprise-only at launch? Owner: Nick + Junior. Due: Mar 10.
  5. Hosting platform for on-demand — Where do videos + workbook live? Custom app (Drew) vs. existing LMS? Owner: Drew + Junior. Due: Mar 5.

Plan maintained by Alfred. Last updated: March 3, 2026. Source of truth: /projects/lf-ai-course/PROJECT-PLAN.md Spec: /projects/lf-ai-course/COURSE-SPEC-UNIFIED.md Live spec URL: https://lf-course-spec.pages.dev