Enhancing Project Leadership with ChatGPT in Customer Planning Sessions🎐
Are Your Meetings Failing to Deliver Solutions?
Do you face challenges in meetings where:
Problems remain unresolved?
Brainstorming fails to generate innovative solutions?
Suggested solutions have already been attempted and failed?
Leaving these issues unaddressed can erode team motivation and derail projects entirely.
To tackle this, I’ve introduced an effective approach in my Customer Planning Session methodology, which now integrates ChatGPT for even greater efficiency.
#project #leadership #projectleadership #プロジェクト推進力
The Power of ChatGPT in Customer Planning Sessions
The Customer Planning Session (CPS) is already a highly productive meeting framework, but leveraging ChatGPT further accelerates decision-making and problem resolution.
By using ChatGPT, you can proactively ask AI-driven questions before consulting participants, reducing oversight and enhancing discussions:
Identifying Root Causes: Before asking participants, first let ChatGPT analyze potential missing causes.
Generating Innovative Solutions: ChatGPT can propose alternative perspectives beyond conventional ideas.
Validating Existing Solutions: AI can review proposed solutions, ensuring completeness and referencing successful case studies.
Real-World Application: AI-Driven Problem-Solving
We applied ChatGPT to past client challenges, using it to validate root causes and solutions. The result? Higher-quality problem resolution in significantly less time.
⏩What is ChatGPT?
Launched at the end of 2023, ChatGPT is an AI-powered tool capable of understanding human language and responding based on vast online datasets. However, effective prompting is key—if questions are unclear, AI-generated responses may be misleading.
⏩What is CPS?
The Customer Planning Session (CPS) is a structured meeting framework designed to solve business-critical issues such as declining sales, increasing customer complaints, and inventory challenges.
Developed at IBM, CPS derives its name from its core methodology: Customer (C), Planning (P), and Session (S)—a structured session aimed at formulating strategic business plans.
⏩How ChatGPT Enhances CPS
Through our analysis, we found three major benefits of integrating ChatGPT into CPS sessions:
Root Cause Analysis: AI-driven cause identification shortens discussion time.
Solution Prototyping: AI-generated ideas serve as discussion catalysts.
Completeness Check: Ensuring no critical factors are overlooked.
CPS Workflow and AI Integration
The following diagram outlines the CPS process, highlighting key areas where ChatGPT enhances productivity and quality. Identified contributions are marked in red.
⏩Why Does ChatGPT Improve CPS Efficiency?
Asking participants, “What is the root cause of this problem?” rarely results in immediate, structured responses. Ideally, answers should:
Be unbiased, free from emotional influence.
Include data-driven insights.
Align with the meeting theme without digression.
Be concise and precise.
Use simple language that ensures clarity.
With proper prompting, ChatGPT can deliver ideal responses that meet these criteria.
Addressing Knowledge Gaps in CPS Meetings
There are situations where expert insights may be lacking within the participant group. ChatGPT serves as a valuable knowledge supplement:
When experts are unavailable, AI provides alternative insights.
When brainstorming stalls, AI-generated ideas reinvigorate discussions.
When validating solutions, AI ensures robustness in decision-making.
AI-Supported Root Cause and Solution Analysis
Key Questions to Ask ChatGPT:
Root Cause Identification
“What is the underlying cause of this problem?”
“Why does this issue occur?”
“Are there any other potential causes?”
“Have we identified all possible root causes?”
Solution Exploration
“How can we effectively resolve this issue?”
“Are there alternative solutions we haven’t considered?”
“Is this the most effective solution, or should we explore further?”
Enhancing Consultant Readiness
For consultants acting as Session Leaders, ChatGPT serves as an invaluable tool for scenario-based preparation—enabling strong facilitation during real-world client sessions.
⏩Considerations for Using ChatGPT in CPS
While ChatGPT enhances productivity, some risks must be managed:
General AI Risks
Confidentiality Concerns: Business transformation projects involve sensitive information.
Hallucinations (False Responses): AI can generate plausible but incorrect information.
CPS-Specific Risks
Loss of Cross-Departmental Engagement:
CPS fosters collaboration between departments, breaking silos.
Over-reliance on AI-generated suggestions may reduce constructive debate.
Superficial Discussions:
The CPS process values thorough discussion.
Excessive dependence on ChatGPT could limit deep analysis tailored to company-specific issues.
⏩Summary: ChatGPT’s Role in CPS
As an instructor in the CPS Session Leader Training Program (22nd cohort), I’ve integrated ChatGPT-driven methodologies into the curriculum.
ChatGPT contributes to CPS in three major areas:
Expedited Root Cause Analysis
Solution Prototyping for Faster Decision-Making
Comprehensive Completeness Checks
Key Considerations for AI Integration in CPS
Data Confidentiality: Ensure AI queries do not expose sensitive information.
Mitigating Hallucinations: Validate AI-generated insights before implementation.
Balancing AI and Human Interaction: Maintain the collaborative spirit of CPS while leveraging AI for efficiency.
By thoughtfully integrating ChatGPT into CPS, we can accelerate project leadership, streamline problem-solving, and enhance meeting productivity while preserving the essential human dynamics that make CPS successful.
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