90-Day Agentic AI Implementation
Weekly Milestone Tracker
Track your progress through the Foundation, Scale, and Integration phases of your Agentic AI journey
Phase 1: Foundation & Pilot
Days 1-30 • Building the groundwork for AI success
Week 1: Data Audit & Assessment
Days 1-7 • Start Date: _____ | End Date: _____
Data Foundation
Complete data source inventory
Map all current data sources, APIs, and integrations
Pending
Identify data quality issues
Document gaps, inconsistencies, and cleanup needs
Pending
Team Readiness
Conduct team skill assessment
Evaluate current AI/automation knowledge and systems thinking
Pending
Week 2: Pilot Planning & Setup
Days 8-14 • Start Date: _____ | End Date: _____
Pilot Preparation
Select 1-2 high-impact pilot use cases
Choose from: competitor analysis, email optimization, content auditing
Pending
Define success metrics and baselines
Set measurable KPIs for pilot evaluation
Pending
Resource Planning
Allocate team members to pilot project
Assign roles and responsibilities for pilot execution
Pending
Week 3: Pilot Execution
Days 15-21 • Start Date: _____ | End Date: _____
Implementation
Launch pilot project
Begin execution of selected use case(s)
Pending
Monitor initial performance
Track metrics and gather feedback
Pending
Training
Complete team training sprint
Deliver focused training on AI tools and workflows
Pending
Week 4: Evaluation & Optimization
Days 22-30 • Start Date: _____ | End Date: _____
Analysis
Analyze pilot results
Compare against baseline metrics and success criteria
Pending
Document lessons learned
Capture what worked, what didn't, and optimization opportunities
Pending
Phase 2 Preparation
Plan Phase 2 scaling strategy
Define which elements to scale and expand
Pending
Phase 2: Scale & Optimize
Days 31-60 • Expanding successful implementations
Week 5: Scaling Foundation
Days 31-37 • Start Date: _____ | End Date: _____
Expansion
Scale successful pilot elements
Expand proven use cases to additional areas
Pending
Integrate AI tools into daily workflows
Embed AI capabilities into existing processes
Pending
Week 6: Workflow Integration
Days 38-44 • Start Date: _____ | End Date: _____
Process Design
Define human-AI collaboration rules
Establish what gets automated vs. reviewed
Pending
Create approval workflows
Design review processes for AI-generated content
Pending
Week 7: Feedback Systems
Days 45-51 • Start Date: _____ | End Date: _____
Learning Systems
Implement feedback loops
Create systems for continuous AI improvement
Pending
Train team on feedback protocols
Ensure team knows how to improve AI performance
Pending
Week 8: Performance Optimization
Days 52-60 • Start Date: _____ | End Date: _____
Optimization
Optimize AI performance
Fine-tune based on collected feedback
Pending
Measure scaling success
Evaluate performance against Phase 2 goals
Pending
Phase 3: Advanced Integration
Days 61-90 • Full automation and strategic leverage
Week 9: Multi-Step Automation
Days 61-67 • Start Date: _____ | End Date: _____
Advanced Workflows
Design multi-step automated workflows
Create complex campaigns, asset routing, approval processes
Pending
Test automated workflow execution
Validate complex automation reliability
Pending
Week 10: Autonomous Operations
Days 68-74 • Start Date: _____ | End Date: _____
Autonomy
Enable routine task autonomy
Allow AI to handle repetitive, low-risk tasks independently
Pending
Establish guardrails and monitoring
Create safety nets for autonomous operations
Pending
Week 11: Innovation Lab Setup
Days 75-81 • Start Date: _____ | End Date: _____
Innovation
Create internal innovation lab
Allocate 10% team time for AI experimentation
Pending
Launch first innovation projects
Begin exploring new AI use cases and capabilities
Pending
Week 12: Strategic Leverage
Days 82-90 • Start Date: _____ | End Date: _____
Growth Leverage
Transform insights into strategy
Use AI-generated insights for campaigns, messaging, positioning
Pending
Complete 90-day assessment
Evaluate full transformation and plan next phase
Pending
Weekly Notes & Observations
Save this tracker to your device and update it weekly to stay on track with your Agentic AI implementation