Implementation Timeline & Key Milestones
A phased approach to building AI capability, ensuring infrastructure and governance are established before scaling adoption and driving measurable business outcomes.
Foundation & Setup
Appoint AI Leader & Stand up AI Office
Baseline current people & project maturity
Finalize role-based curricula
Approve toolset & publish guardrails
Launch & Pilot
Launch training cohorts (L1/L2)
Run top-10 pilots from funnel
Host first Account AI Hackathon
Deploy initial dashboards
Scale & Certify
Scale successful pilots to programs
Publish first set of Accelerators
Certify L2 cohorts & L4 Champions
Publish scaling playbooks
Optimize & Value
Drive L3 adoption in target programs
Publish value case studies (External/Internal)
Recognition awards & events
Renew OKRs for 2027
Edward Jones Account | Annual Planning 2026
EPAM Proprietary & Confidential
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