The year-in-review template arrived from your boss's office with the usual headings: wins, challenges, people, plans. Somebody has added a line at the bottom that says "AI," followed by a blank. Everyone on the team used it a bit, a few people used it a lot, and one person tried something in March that was good for a week and then quietly stopped.
You could write two upbeat sentences and move on. Many managers will. The trouble is that the AI line is where next year's budget, next year's licences, and your reputation for sound judgment will be discussed, and two upbeat sentences give your boss nothing to repeat in the room above yours.
My advice is simpler than the question sounds. The AI part of the review is not a victory lap. It is a short, plain record of what you tried, what you kept, what it cost, and what you let go. A page like that is more persuasive than a sales pitch, because it reads like someone who watches where the money and the hours go.
Monday's Brief covered what to say out loud when the boss asks what AI saved. This is the written page behind that answer, and I have built it so you can fill it in during one sitting.
