One workflow on the ground. One blueprint from above.
Every session works at both levels. The practitioners build something that runs this quarter. The principal designs how intelligence reaches the whole business.
Ground level
The live agentic workflow
Chosen from two or three candidates in Week 1, specified in Week 2, diagnosed in Week 3, scoped and locked in Week 4, built on Build Days, evaluated in Week 6, operationalized in Week 7, demoed live in Week 8.
Org level
The Central Intelligence Blueprint
Starts with holiday knowledge conversations, takes shape in the Week 3 knowledge and silo audit, gets its intelligence-layer concepts in Week 4, is drafted in Week 7, and is presented and peer-reviewed at the capstone.
What each week asks of you, and what it leaves behind.
Week 1
On-site, full day · Dec 15
Foundations and two-altitude framing, baseline assessment, tool and data intake.
Baseline assessment, 2 to 3 candidate workflows, tool and data intake record.
Break
Self-paced · Dec 16 to Jan 18
Holiday homework, about three hours.
Teammate feedback, knowledge inventory notes, tool approval underway.
Week 2
Virtual, about 2.5 hrs · Jan 19
From prompts to repeatable systems.
Draft workflow spec for one candidate.
Week 3
Virtual, about 2.5 hrs · Jan 26
Workflow diagnostic plus knowledge and silo audit.
Bottleneck map and knowledge inventory.
Week 4
Virtual, about 2.5 hrs · Feb 2
Agentic foundations and intelligence-layer concepts. Lock-in gate for build scope and data status.
Locked build scope and pre-build checklist.
Week 5
Build Days, 3 virtual half-days · Feb 9 to 11
Build intensive with office hours and a midpoint check-in.
Working first version in your own environment.
Week 6
Virtual, about 2.5 hrs · Feb 16
Evaluation, data governance, and guardrails.
Evaluation summary and guardrails checklist.
Week 7
Virtual, about 2.5 hrs · Feb 23
Operationalize and design the Blueprint.
Draft Blueprint and operationalization plan.
Week 8
On-site, full day · Mar 11
Capstone: live workflow demo, Blueprint presentation, post assessment.
Final demo, final Blueprint, post assessment.
Holiday homework · Dec 16 to Jan 18
Light by design. About three hours.
The break carries momentum, not a workload. January opens on building, not a recap.
Candidate walkthrough
Walk one teammate outside the cohort through your two or three candidate workflows from Week 1 and bring back their reaction.
Knowledge conversations
Short conversations with two or three colleagues about where knowledge lives and what gets lost.
Tool and data path
Choose and start approving an AI tool if you don't have one. Confirm data classification with legal or compliance.
Build Days · Feb 9 to 11
Three virtual half-days with live facilitator support.
You build in your own environment, in the AI tool your organization has approved. Pilotly's team is on call the whole time.
Scheduled facilitator office hours
1:1 debugging slots
Midpoint cohort check-in
A working first version by the end of day three
How tools and data work
Your approved tool must be in place by Feb 9. Organizations without client-data clearance build against synthetic or de-identified sample data until legal signs off. Status is checked at Week 1 intake, re-confirmed at the Week 4 lock-in gate, and covered formally in Week 6.
Scored at the start, scored at the end, checked twice after.
Week 1
Baseline assessment
Foundational understanding, workflow application, and governance readiness. Used for facilitation planning, never for screening.
Week 8
Post assessment
The same three dimensions, scored again at the capstone so progress is measured, not assumed.
Mid-April
30-day check-in
Is the workflow still in use? Is the named owner running it on cadence?
Early June
90-day check-in
Are Blueprint milestones moving? What does the organization need next?
Cohort 1. Dec 15, 2026 to Mar 11, 2027.
On-site days in San Francisco, CA and New York, NY. Cohort 2 dates come in spring 2027.
Acceptances by
Dec 3, 2026
After a short virtual interview
Kickoff
Tue, Dec 15
On-site, full day
Holiday homework
Dec 16 to Jan 18
About three hours
January sessions
Jan 19 and 26
Weeks 2 and 3, virtual
February sessions
Feb 2 to 23
Weeks 4 to 7, with Build Days Feb 9 to 11
Capstone
Thu, Mar 11
On-site, full day