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1、Rethinking Documentation in the Age of AI:Essential Practices to Leverage Your KnowledgeBy Adrienne BellehumeurAI+IM Global Summit AIIM,April 3,2025INTRODocumentation Skills&TechniquesWhat is Documentation in the Age of AI?Personal Branding in the Age of AiPART 1PART 2 Capturing Structuring What wer
2、e talking aboutPresentation Bonus GuideB 8 Super Secrets of Team ProductivityScan me!BONUS GUIDE IS NOT COMPLETETHIS MAY BE A LINK TO THE SLIDES TOOWhat isDocumentationIn the Age of AI?Traditional techniques Modern approachesIntroductionDocumentationThe New World ofKnowledge Work“The most valuable a
3、sset of a 21st-century institution will be its knowledge workers and their productivity”.-Peter DruckerIntroductionCharacteristics Modern Knowledge Workers and TeamsTechnologyGig economyNeed to do more with lessDistractionProblem-SolvingIntroduction“Big D”documentation“Little d”documentationEmailsIn
4、terviewingPersonal WorkflowMeeting NotesTo do listsWriting SkillsFile SharingDocumentation Skills“Little d”eats“Big D”for lunch.Policies/Processes/Procedures Knowledge Mgmnt Programs Project Mgmnt Systems Corporate File Structure RecordsIntroductionQuestion+Discussion12 What does Modernized Document
5、ation mean to you?What are some themes you are seeing in your organization?IntroductionIts been a ride!My AI Journey(So far)When did you have that“OMG”moment?When did you have your sleepless nights?IntroductionQuestion+Discussion12 When did you have that“OMG”moment when it came to AI?When did you ha
6、ve any sleepless nights?IntroductionDynamic Documentation Skills and TechniquesMaking You and Your Team Smarter and Better Using Documentation If you want to remember it,document itPART 1-SKILLSHow to use AI to break the proverbial blank page.Capturing Information:PART 1-CaptureBrain Downloading:Get
7、ting info out of your headPART 1-CaptureBrain Download Techniques Writing out your thoughts Going for coffee with your notebook Journaling Mind mapping Doodling Whiteboarding Voice recording Video recording AI transcripts PKM(notes)systems and toolsLOW TECHHIGH TECHPART 1-CaptureLow Tech Brain Downl
8、oad Techniques:Writing out your thoughts Going for coffee with your notebook Journaling Mind mapping DoodlingPART 1-Capture Whiteboarding Voice recording Video recording AI transcriptsHigh Tech Brain Download Techniques:PART 1-CaptureInterviewing,Workshops,Meetings:Getting information out of othersP
9、ART 1-CaptureWhat about note-taking in the World of AI?And Why Notes Matter StillPART 1-CaptureAI Note-Taking:Advantages and DisadvantagesSUPERPOWER?KRYPTONITE?PART 1-Capture Accurate enough transcript Remember what was said Materials to create documentsSuperpowers of AI-Note Taking?AdvantagesPART 1
10、-Capture Collecting digital dust Not collecting juicy material Over-reliance and delayKryptonite of AI-Note Taking?DisadvantagesPART 1-CapturePART 1-CaptureThe biggest disadvantage of AI for note-taking?You lose all the advantages of old-school notesDoes this make me sound like a dinosaur?PART 1-Cap
11、ture1 Choose:You choose the information matters or not during a conversation and hone your skills of discernment.When you create Old-School NotesCommunicate:You communicateyour key notes,request feedback,and use your notes to take next steps.Recap:You recapkey points building your skills of analysis
12、.Capture:You capturepoints that matter to you to boost your skills of synthesis.3 2 4 1 PART 1-CaptureThe VerdictStep-by-step processes reviewsRequirements gathering,and sales callsStatus updatesAnything formulaic in natureA potential time savings around 20%to 30%for AI note-takingWhere AI-note taki
13、ng works wellPART 1-CaptureQuestion+Discussion12 What tools do you use to get information out of your head?How are you using AI(or not)to download your brain?PART 1-CaptureBuild fast,fill in,rinse and repeatStructuring Information:PART 1-StructureDecide your purpose,your POV+key points1Breaking it D
14、own:Slap down what youve captured2Flesh it out and fill it in3Use dynamic writing to give it pop4How to Create a Dynamic DocumentPART 1-StructureSTEP 1 Decide your purpose,your POV and key points:Use your brain to form opinions,and structure your thoughts Leverage AI for ideas and templates Tools ca
15、n give ideas tooGet Going!PART 1-Structure Use your notes from the capture page Break the proverbial blank pageSTEP 2 Slap Down What you have Captured:Slap it Down!PART 1-StructureSTEP 3 Fill-in your bullets.Identify gaps and follow-up.Use educated guesses to fill-in the content.Flesh out and enhanc
16、e:Fill it in!PART 1-Structure Polish it Use your voice Make it memorable Give it flow Use AI to speed up your editing(big time)STEP 4 Use Dynamic Writing to give your document pop:Edit it!PART 1-Structure Theres no app you can download to get your writing style.Your style takes knowing yourself,know
17、ing your audience,studying the work of others.Be yourself in a world of parrots and corporate androids.Writing with AI:What hasnt changed:Your StylePART 1-StructureQuestion+DiscussionAt which stage of document or content development do you use AI tools?Where do you prefer“old-school”approaches”?1)Po
18、int of view and structure2)Capturing information3)Enhancing and filling-in4)Writing and editingPART 1-StructurePersonal Branding in the Age of AIStanding out with documentation and change Leveraging AI without losing your voice and personalityPART 2 BrandSelling yourself in the age of influenceAI,Do
19、cumentation and your Personal Brand Using and experimenting with AI in your day-to-day work life is becoming a bigger part your personal brand.PART 2 BrandIts ok to be wrong.No one has the right answer.Your PersonalBrand in the age of AI 23Putting documentationin actionInnovate and try new thingsSha
20、re ideas and contentStand out as someone who thinks.Use AI as a“time machine”to put more time into value-added work.Up-level your workBring idea to your team,share with colleaguesAnd on social media.1PART 2 BrandQuestions and DiscussionWhat are the stumbling blocks you are encountering with building
21、 your personal brand?How are you using AI to leverage your personal brand?21PART 2 BrandDocumentation in the Age of AI:Theres an urgent need for knowledge workersincluding information managers,analysts,consultants,and leadersto learn new skills to leverage the power of AI and stay relevant in todays
22、 marketplace.Traditional documentation practices that are static and“check-the-box”wont cut it anymore.AI does not replace your documentation skills,but it can supercharge your skills in many ways including through getting information out of your head,the heads of others through interviews and meeti
23、ngs,speeding up your documentation creation process,and refining your editing.But AI is just a tool,not a panacea.ConclusionPresentation Bonus GuideB 8 Super Secrets of Team ProductivityScan me!This is under development.The 24-Hour Rule and Other Secrets for Smarter OrganizationsBook is available on
24、 Amazon,PenguinRandomHouse,Indigo and most places where books are sold!*Bonus presentations and workshops available for team orders.How do we change our focus from what we KNOW to what we DO with what we know?Convert your abstract ideas,plans,and proprietary knowledge,into purposeful action with the
25、 practice of Dynamic Documentation,a six-step approach proven to solve your business problems and strengthen your workflow.Stay in TouchADRIENNE BELLEHUMEURRiskOversight.caBAdrienneBellehumeurAdrienneRiskOversight.caSubscribe to my LinkedIn newsletter Leverage Your KnowledgeAbout Risk OversightA bet
26、ter response to riskRisk Oversight is a leading firm in internal controls and audit,governance,risk,and compliance services.Since 2005,we have served valued clients from large to small public companies,government entities,not-for-profits,and private organizations.We bring deep expertise in managing,overseeing,consulting,testing and advisory specifically for internal control and audit work including outsourced SOX and CSOX programs.For more information,visit:www.riskoversight.ca