Skip to main content
Image coming soon

GEN3099 AI Agents and Automation for Senior Leaders

$201.00
Adding to cart… The item has been added

The Executive Diagnostic and Governance Toolkit

AI Agents and Automation for Senior Leaders

Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing the routing, chasing and re-keying between systems that nobody owns.

$199 one-time
30-day money-back guarantee Verified against latest insights, updated access provided within 24h

Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.

What you walk out with
A scored, ranked picture of your own function, and a defensible answer to what to fix first.
1 You stop guessing where you stand.
You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis.
2 You can defend the decision.
You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language.
3 The work actually moves.
The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total.
4 You use it the day it lands.
No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over.
The Quick Scan is one sitting. You will know your weakest area before the day is out.
Nothing in it is generic project management: the build rejects any file that could belong to another course. Updated after you enrol, so it reflects where the work stands now. The 144-chapter course is included behind it, for the parts you want to go deeper on.
You manage the work that falls between systems—routing, chasing, re-keying—where accountability is diffuse and progress stalls.

The situation this is built for

Every day, your team spends hours moving data across disconnected systems, following up on tasks that should have closed, and re-entering information no single system owns. This work is invisible in dashboards but critical to outcomes. Now, AI agents perform these tasks continuously, without fatigue. You must decide: do you adapt the function, or let it erode under new expectations?

Who this is for

Senior Leader responsible for operational continuity in healthcare eligibility, prior authorization, patient scheduling, compliance tracking, or cross-system coordination.

Who this is not for

Individual contributors building AI tools, technical founders, investors, or procurement teams evaluating vendors.

What you walk away with

  • Map where AI agents are already performing operational tasks
  • Identify which workflows are becoming obsolete
  • Define ownership in a world of autonomous execution
  • Align leadership on transition pathways
  • Build a playbook for human-AI handoffs

How this maps to your situation

  • You inherit a function with distributed ownership
  • You observe work being done without clear human action
  • You are expected to improve outcomes without new hires
  • You must lead adaptation without technical expertise

Before vs. after

Before
Work slips between systems, tasks stall without ownership, and your team chases status updates across platforms.
After
You lead a coordinated transition where AI agents handle routing and re-keying, human effort is redirected to judgment and oversight, and outcomes improve without adding staff.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 3 hours per module, designed for asynchronous completion over 6–8 weeks.

If nothing changes
If you do not assess and adapt, AI agents will redefine expectations for speed and accuracy in your function—without your input. Teams will lose trust in processes, staff will burn out on avoidable tasks, and leadership will question your ability to lead in a changing environment.

How this compares to the alternatives

Unlike vendor-led training or technical certifications, this course focuses on leadership decisions, operational ownership, and workflow adaptation—not tools or platforms. It equips you to lead without needing to become an AI specialist.

Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)

Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.

Module 1. Understanding the Agentic Shift in Operations
Establish a foundation for how AI agents are changing the nature of work in cross-system environments.
12 chapters in this module
  1. Defining AI agents in the context of daily operations
  2. Recognizing the tasks currently handled by AI agents
  3. Mapping workflows that rely on manual handoffs today
  4. Identifying systems that lack clear ownership
  5. Understanding the difference between automation and agency
  6. Reviewing real examples of AI-driven patient scheduling
  7. Analyzing how eligibility checks are now performed autonomously
  8. Tracing the path of a prior authorization request
  9. Documenting where humans still intervene unnecessarily
  10. Assessing the cost of delays in agent-handled workflows
  11. Classifying tasks by ownership and system boundaries
  12. Benchmarking current performance against agentic potential
Module 2. Diagnosing Work That Falls Between Systems
Pinpoint the invisible work that no team owns but everyone depends on.
12 chapters in this module
  1. Identifying workflows that span multiple departments
  2. Tracking tasks that require re-entry across platforms
  3. Measuring time spent on follow-ups and status checks
  4. Documenting instances of lost information in transit
  5. Mapping the lifecycle of a patient referral
  6. Analyzing where faxes, emails, and calls replace integration
  7. Reviewing audit logs for manual intervention points
  8. Identifying recurring tasks that lack ownership
  9. Assessing escalation paths for stalled processes
  10. Calculating the volume of 'chasing' per team member
  11. Evaluating the reliability of cross-system handoffs
  12. Documenting exceptions that break standard workflows
Module 3. Assessing the Current State of Workflow Ownership
Clarify who is accountable for what—and where responsibility dissolves.
12 chapters in this module
  1. Listing all systems involved in core operations
  2. Mapping team responsibilities across system boundaries
  3. Identifying handoff points between roles
  4. Documenting who resolves errors in data transfer
  5. Reviewing escalation procedures for failed tasks
  6. Assessing clarity of role definitions in workflows
  7. Interviewing staff about ambiguous ownership
  8. Analyzing incident reports for ownership gaps
  9. Evaluating response times at handoff points
  10. Mapping communication channels used for coordination
  11. Identifying tasks with no designated owner
  12. Assessing leadership alignment on accountability
Module 4. Recognizing Where AI Agents Are Already Active
Detect early signs of AI agents operating within or alongside your workflows.
12 chapters in this module
  1. Reviewing system logs for non-human activity
  2. Identifying tasks completed outside business hours
  3. Detecting patterns of rapid form filling and submission
  4. Analyzing response times inconsistent with human pace
  5. Spotting automated retries after failed submissions
  6. Mapping interactions initiated by external systems
  7. Reviewing audit trails for repeated sequences
  8. Identifying tasks with no human timestamp
  9. Assessing changes in error rates over time
  10. Detecting sudden improvements in processing speed
  11. Documenting instances of unsupervised decision making
  12. Correlating system updates with workflow changes
Module 5. Evaluating the Impact on Staff Roles and Morale
Understand how invisible work affects your team and how agentic systems change it.
12 chapters in this module
  1. Assessing employee frustration with repetitive tasks
  2. Measuring time spent on low-value follow-ups
  3. Reviewing turnover in high-churn operational roles
  4. Identifying tasks staff wish were automated
  5. Documenting workarounds used to bypass delays
  6. Analyzing feedback from team retrospectives
  7. Evaluating engagement with cross-departmental tasks
  8. Reviewing time tracking data for non-productive effort
  9. Assessing perception of fairness in workload distribution
  10. Identifying roles most affected by system gaps
  11. Measuring reliance on individual 'heroes' to close gaps
  12. Planning for role evolution in an agentic environment
Module 6. Defining the Scope of Agentic Workflows
Clarify what should be handled by AI agents and what must remain under human control.
12 chapters in this module
  1. Classifying tasks by decision complexity and risk
  2. Mapping workflows that require human judgment
  3. Identifying tasks suitable for full autonomy
  4. Defining boundaries for AI-initiated actions
  5. Reviewing compliance requirements for delegation
  6. Assessing patient safety implications of automation
  7. Documenting approval chains for AI-generated actions
  8. Establishing thresholds for human review
  9. Creating rules for escalation from AI to human
  10. Defining audit requirements for agent decisions
  11. Setting limits on AI access to sensitive data
  12. Designing fallback procedures for agent failure
Module 7. Building Governance for Autonomous Execution
Create oversight structures that maintain control without stifling progress.
12 chapters in this module
  1. Defining leadership accountability for agentic outcomes
  2. Establishing cross-functional governance committees
  3. Setting policies for AI-initiated communication
  4. Documenting approval workflows for agent changes
  5. Creating version control for agent logic updates
  6. Reviewing performance metrics for AI tasks
  7. Establishing incident response for agent errors
  8. Defining roles for monitoring agent behavior
  9. Implementing regular audits of agent decisions
  10. Setting thresholds for automatic suspension
  11. Designing reporting structures for agent activity
  12. Aligning legal and compliance teams on oversight
Module 8. Designing Human-AI Handoff Points
Ensure seamless transitions between human and AI actors in complex workflows.
12 chapters in this module
  1. Mapping current handoff points in workflows
  2. Identifying bottlenecks in human-to-AI transition
  3. Designing clear triggers for AI initiation
  4. Defining handback conditions from AI to human
  5. Creating standardized handoff documentation
  6. Testing handoff reliability under load
  7. Evaluating clarity of status updates between actors
  8. Designing notifications for AI task completion
  9. Establishing protocols for disputed decisions
  10. Reviewing timing of handoffs for efficiency
  11. Assessing training needs for handoff management
  12. Documenting exceptions to standard handoff rules
Module 9. Planning for System Interoperability Gaps
Address the reality that systems don't speak to each other and how AI agents bridge them.
12 chapters in this module
  1. Inventorying all systems in the workflow ecosystem
  2. Mapping data formats used across platforms
  3. Identifying fields that require manual translation
  4. Documenting authentication barriers between systems
  5. Reviewing API availability and limitations
  6. Assessing reliance on screen scraping techniques
  7. Evaluating fax and email as integration proxies
  8. Identifying workarounds for missing interfaces
  9. Planning for fallback when AI access is blocked
  10. Documenting access credentials and permissions
  11. Assessing security implications of cross-system access
  12. Designing monitoring for integration failures
Module 10. Measuring Performance in an Agentic Environment
Adapt metrics to reflect autonomous execution and shared responsibility.
12 chapters in this module
  1. Defining success for AI-handled tasks
  2. Tracking cycle time for agent-managed workflows
  3. Measuring first-contact resolution rates
  4. Assessing accuracy of AI-generated data entries
  5. Monitoring error rates in autonomous submissions
  6. Evaluating patient and provider satisfaction with AI interactions
  7. Tracking volume of human interventions required
  8. Measuring system uptime for agent access
  9. Analyzing cost per task in agentic workflows
  10. Benchmarking against pre-agentic performance
  11. Creating dashboards for agent activity oversight
  12. Reporting on compliance adherence by AI agents
Module 11. Leading Organizational Change in the Age of AI Agents
Guide your team through the shift in roles, expectations, and ownership.
12 chapters in this module
  1. Communicating the purpose of AI agent integration
  2. Addressing fears about job displacement
  3. Reframing roles around oversight and exception handling
  4. Training staff on monitoring AI performance
  5. Updating job descriptions for new responsibilities
  6. Recognizing contributions in a hybrid workflow
  7. Facilitating cross-team collaboration on AI adoption
  8. Managing resistance to workflow changes
  9. Celebrating early wins with agentic systems
  10. Providing channels for feedback on AI behavior
  11. Aligning incentives with agentic outcomes
  12. Building a culture of continuous adaptation
Module 12. Creating Your Implementation Playbook
Synthesize insights into a living document that guides your transition.
12 chapters in this module
  1. Summarizing findings from workflow assessments
  2. Prioritizing workflows for agentic transformation
  3. Defining success criteria for each initiative
  4. Assigning ownership for transition oversight
  5. Creating timelines based on system dependencies
  6. Documenting governance structures for each workflow
  7. Outlining training requirements for staff
  8. Designing pilot programs for high-impact areas
  9. Establishing feedback loops for iteration
  10. Planning for scalability and reuse
  11. Integrating playbook updates into regular reviews
  12. Scheduling leadership check-ins on progress

Frequently asked

Who is this course for?
Senior leaders responsible for operational functions where work spans systems and ownership is unclear, such as eligibility, scheduling, prior authorization, and compliance tracking.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course cover specific AI tools or platforms?
No. The course focuses on the work itself, not vendors, products, or technologies.
Will I learn how to build AI agents?
No. You will learn how to assess, govern, and lead functions now being transformed by AI agents.
Is there a certificate upon completion?
Yes, a certificate of completion is provided after finishing all modules.
What formats do the templates come in?
The implementation playbook downloads as PDF and editable XLSX. The course reads in your learning environment and exports to PDF for offline use. The files are yours to keep.
Can I share this with my team?
The licence is per person. Team pricing opens from three seats: reply to the order confirmation with TEAM and we will set it up.
How quickly can I start?
The diagnostic is one sitting and the templates work straight out of the kit. Account access takes up to 24 hours rather than being instant, because every order is checked and updated against the latest sources before it is delivered.
$199 one-time. Approximately 3 hours per module, designed for asynchronous completion over 6–8 weeks..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee·Know your weakest area today·210 scored questions·Course included· Account access within 24 hours
30-day money-back guarantee, no questions asked.
Thousands of organisations have bought from The Art of Service since 2000.
!