Pattern-to-Playbook

Purpose Spot the behaviour patterns around AI use and outline quick-win actions
Intervention type Behaviour-led pattern mapping + rapid habit tweak
Lead Managers and team leads shaping day-to-day AI usage
Time 60-min Pattern Huddle · 10-min daily nudge

Expected outcomes

• Users: See one clear change that removes daily AI friction.

• Teams: Adopt at least one new usage tweak.

• Business: AI usage increases for one key task.

• Organisation: A repeatable method teams can rerun without external support.

What to bring to the session

• HAP Toolkit. Including Pattern cards and Playbook cards.

Steps

1 | Setup

Step 1: Choose the target task

• Open yesterday’s activity log → sort by volume → circle the AI-enabled task with the most daily runs (e.g., “Draft customer reply”).

• Write its baseline usage % on a sticky: “AI used in 28 % of runs.”
  
  

Step 2: Gather the crew

• 3–6 frequent users, 1 decision-maker (can approve tweaks on the spot).

2 | Pattern Huddle

Step 3: Scan the patterns

• Spread HAP Pattern cards on the table or Miro.

• Prompt: “Pick up the card that reflects what you did when you skipped or interacted with the AI.”

• Limit: max 3 cards selected.
  
  

Step 4: Micro-stories

• For each card, a volunteer tells a 30-second real story (“Yesterday I…”).

• Capture verbatim pain-point quotes on the board under the card.

Step 5: Draft quick wins

• Flip each chosen card → read the Quick-Win section.

• If the suggestions fit, document your ideas so that they go from
  Pattern → Quick Win → Idea.

• If not, co-create a one-line tweak using the verbs “reduce / add / switch”.
  Example: “Switch alerts to opt-in.”

Step 6: Decide playbook need

• Ask: “Does this happen ≥3 times per week for ≥2 people?”

  • Yes? Circle the linked playbook name from the cards. Or start with the playbooks to unlock the associated behaviours and do something about them.

  • No? Stick with the quick win only.

Step 7: Assign owners + time slots

• Write an owner’s name beside each quick win / playbook.

• Book three 10-min stand-ups (Days 2, 3, 4) in calendars.

3 | Run & Log

Step 8: Execute the quick win

• Example tweaks:

  • Habit Holdout → make AI step opt-in, manual remains default.

  • Proof Seeker → show “% accuracy” banner after output.

• Owner-to-do list: switch setting, update team chat with “Try it now”.

Resources

The HAP Behaviour Kit

Snapshots of behaviour on the ground that show what’s going wrong and how to change it.
Use Patterns, Profiles and Playbooks on their own or with the System.

Other methods within the fit block