Starting at Step 0
OK - Yesterday I just looked around. Today I actually went to the classroom. I have a bit of an idea of what I want to do. Obviously thanks to AI - I have a bit of a plan. Here it is folks as I am here to make myself more accountable This is my theory/plan of what I might attempt. It is what I am aiming for right now. Thanks to the LETS BEING ETC I have used that to sort out what I am going to work on
Let’s begin Phase 0 + Phase 1 together so you move from “plan” to “action.”
Phase 0 was first
🧭 Step 1 – Confirm Your Focus Arena
Problem Zero → “Tax Depreciation Workflow Assistant”
whose aim is to cut time lost chasing property-manager and owner details before a job is ready to inspect.
✅ Later I can then focus with another focus (admin cleanup, photo management, etc.).
🗂 Step 2 – Build Your AI Builder Cockpit
You can set this up today in less than 30 minutes:
1️⃣ Innovation Log/Wish List (Google Sheet / Notion / Excel)
Date
Problem Observed
Who It Affects
Pain (1-5)
Current Workaround
AI Hypothesis
Next Test
Result / Learning
2️⃣ AI Asset Folder (on Drive or PC)
/AI_Projects
/01_Problems
/02_Experiments
/03_Outputs
3️⃣ Time Blocks
1 × 90 min “Deep Build” session each week
1 × 15 min “Review & Reflect” slot (e.g., Friday afternoon)
🔍 Step 3 – Start the Observation Pass
Take one live or recent job (e.g., M5464 or M5467).
Write down the full path from Job Open → Paid Invoice and note friction points.
Typical examples:
Stage
Friction
Why it Hurts
Collect Info Missing PM details / build date / tenant access notes Adds 2-3 emails per job
Photos → Summary Manual naming & sorting photos 20 min/job
Draft TDS → Invoice Re-entering data manually into template Risk of typos + slow
🧠 Step 4 – Apply the 5 Whys to One Pain Point
Pick the worst one (“missing info from PMs”) and ask “why?” five times.
We’ll capture that text in your log.
✍️ Step 5 – Draft the Problem Statement
“Property managers and owners experience delays in Tax Depreciation Schedules when onboarding new jobs because key property information is collected manually via emails and calls, causing 2-5 day delays and preventing same-week report turnaround and cash flow.”
Refine it after you run one real interview or observation.
🎯 Step 6 – Checkpoint for Phase 1
So these are my next Steps also
✅ Innovation Log created
✅ AI Asset Folder created
✅ 1 problem statement written
✅ 3 friction points listed
✅ One 5 Whys exercise done
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6 comments
Jodie Stanley
3
Starting at Step 0
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