AI & ChatGPT Cheat Sheet for

Managers & Teams

The 5 Levels of AI/ChatGPT Use Important Considerations Top Tips
🚫 Unaware: No AI usage. Data Privacy: GDPR compliance,
Tone tips: Keeping a professional tone, avoiding
🔧Personal use: Individual productivity and learning. ensuring secure data usage.
jargon, and making responses digestible.
🔄Team integration: Implementing AI for team workflows. AI Bias: Addressing ethical
Use of analogies and metaphors to help in
🔗Organizational implementation: Using AI for cross- considerations around AI outputs.
explaining complex topics.
Custom Instructions: Leveraging personalized GPT
department collaboration. Misinformation: Being aware of AI’s
🚀Strategic expansion: AI aids in strategy, KPIs, and tendency to produce inaccurate
instructions for repeated tasks and improving
performance.
competitive advantage. data.
Double check with another tool
Regulatory Changes: Keeping up with
Insert links to multiple article/reports, ask it to
evolving regulations on AI use.
“summarize and find patterns”
Choose format for outputs.
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10 Steps to Implement AI in Your Team Personal Productivity Applications You Can Upload Images:
1. Know your AI tool: Test tools via free trials, read reviews, and Decision-making (feed it with tricky situations, ask for Upload a chart or graph: "Help me interpret this graph"
assess compatibility. a Pros / Cons in a table with scores) Upload any image: "Help me describe what's in this
Personal coach (same as above) image"
2. Create accounts: Select key members for initial testing and
Skills enhancement (Teach me X using Feynman Convert images to text: "Extract text from this photo"
assist with account setup.
technique) Request UI or design feedback: "Give me UX feedback"
3. Create a pilot use case: Start with a specific department or Upload a technical diagram: "Help me understand this
Better communication style ("Improve this")
project to analyze automation benefits. diagram"
Analyze content rapidly (PDF, article, image, text)
4. Define goals and KPIs: Establish metrics to evaluate the tool's Upload an org chart: "How many FTEs are there on this
Brainstorm and run simulations on new
value, such as time savings and error reduction. projects/products org chart?"
5. Budget considerations: Compare free and paid versions, Upload a complicated document: "Explain this tech
Sift through resumes and create questions (tip:
considering long-term costs and productivity gains. stack to me like I was 5"
Upload LinkedIn profile as PDF, hide face)
6. Training & support: Provide effective training and create
resources for common AI functions. Top GPTs for Managers & Leaders
7. Assign ownership: Designate team members to oversee the AI
ChatGPT Alternatives
project and monitor progress. or you can
create your
8. Gather and implement feedback: Regularly collect user own

feedback to refine the integration process.

9. Measure impact: Track outcomes like time saved and accuracy
using qualitative and quantitative metrics.
10. Document and share: Maintain documentation of workflows and
Copilot Perplexity AI
insights, sharing them to promote adoption across teams.

How Can Different Departments Utilize ChatGPT?

Product applications Finance applications HR/Recruitment applications
Task Planning & Scheduling: Based on your Reporting: Summarize financial status. Resume Screening: Quick skill matches.
key factors (Team size, etc.) Forecasting: Suggest budget adjustments. Interview Questions: Customize by role.
System Updates: Write non-jargony memos. Highlight key areas. Onboarding: Create day-one agendas.
Ticket Prioritization: Auto-sort and prioritize. Risk Assessment: Quick analysis. Performance Reviews: Generate templates.
Troubleshooting Guides: Draft quick FAQs. Compliance: Generate due diligence checklists. Job Evaluations: Summarize key takeaways. Gemini Claude
SLAs: Draft and revise. Marketing applications Job Descriptions: Optimize SEO.
Vendor Evaluation: Summarize pros/cons. Copy testing: Optimize headlines, CTAs, emails. L&D applications
Code Reviews: Auto-flag issues. Content: Create content calendar in a table. Course Outlines: Rapid course ideation. Best Tools/Resourses
Security: Outline non-obvious risks. SEO: Generate keyword-rich content ideas. Training Material: Create interactive guides.
IT applications Social Media: Automate community Soft Skills: Simulate communication
Ticket Prioritization: Auto-sort and prioritize. engagement. exercises.
Troubleshooting Guides: Draft quick FAQs. Content Planning: Ideate topics, outline articles. Skill Gap Analysis: Summarize assessments.
System Updates: Write non-jargony memos. Market Analysis: Summarize market landscape. Draft Analysis: Summarize data at speed.
SLAs: Draft and revise. Analytics: Decode metrics into actions. Curriculum Building: Write hire packets.
Vendor Evaluation: Summarize pros/cons. PR: Draft crisis responses. Surveys: Craft insightful questions.
Code Reviews: Auto-flag issues. Certification: Generate test cases.
Security: Outline non-obvious risks. Other functions
Legal: Draft non-binding MOUs.
For which Problem/Opportunity can we apply ChatGPT in our team/business? Procurement: Auto-negotiate terms.
Relevance: How recurrent is this case? How severe? Can we measure the Customer Service: Create FAQs.
Ask impact? Governance: Summarize policy impacts.
Cost: How much is this costing us? What's the opportunity cost of not solving it? Research: Auto-summarize papers.
Yourselves: What can go wrong? Run a quick post-mortem.
Event Planning: Script logistics.

Data Get Insights: "Give me a list of non-obvious insights." Choose Your Output: “Generate an X from the data":
Data Manipulation and Cleaning: "Filter this data to Line plot, histogram, scatter plot, pie chart, heat map,
Analysis show me only X" or "Remove duplicates." and more.

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