If you’ve been dabbling with AI but you’re not sure it’s truly saving time or improving quality, you’re not alone.
The Leveling up with AI: Personal calibration & focus worksheet, created in partnership with Donny Shimamoto, CPA, CITP, CGMA, gives you a simple, honest way to take stock of how you’re already using AI, assess what’s really working, and choose where to focus for the next 60–90 days. It helps you see where AI fits in your week, spot net value, and set personal guardrails.
In the video below, Donny shares why calibration and focus matter and walks you through how to use the worksheet. Watch the video, then download the worksheet to map where AI already shows up in your week, choose one or two high‑impact workflows to improve, and turn the next months of AI use into measurable progress you can share with your manager or team.
