Our IT Executive Roundtables are invite-only events hosted by peers for peers that bring together a select group of senior IT leaders from across industries for topic-driven, intimate dialog on current trends and topics. The group met remotely to discuss identifying high-impact AI use cases for mission-driven organizations led by the Chief Strategy Officer of a state agency.
Mission-driven organizations face unique challenges as AI reshapes operations, needing solutions that align with values like equity and transparency. To explore high-impact AI use cases, leaders from government, nonprofit, and association sectors gathered for a Virtual Executive Roundtable. The discussion covered both philosophical and practical aspects, ranging from cultural resistance and workforce training to data governance and operational experimentation. Participants highlighted that successful AI adoption depends not just on technology, but on how it’s implemented and aligned with purpose. This summary captures four key takeaways on priorities, risks, and opportunities in AI adoption.
1. Mission-driven AI strategy must align with equity and transparency: Unlike for-profit organizations that can silo or monetize AI capabilities, mission-driven groups must prioritize inclusivity and fairness. AI solutions need to reflect organizational values, especially when dealing with shared data or offering public services.
2. Operational efficiency is a common driver—but trust and governance are foundational: While use cases like meeting summarization, call center support, and content generation offer measurable value, participants stressed the need for governance frameworks to ensure ethical use, manage risk, and preserve privacy, particularly in environments dealing with sensitive or regulated data.
3. Change management is the make-or-break factor in AI adoption: AI is as much about people as it is about technology. From frontline staff to executives, cultural readiness and training are critical. Organizations emphasized prompt engineering education, safe experimentation environments, and clear communication to mitigate fear and resistance.
4. Low-lift, high-impact use cases are key to scaling AI: Participants advised starting with small, controlled pilots, such as AI-enhanced chatbots, internal knowledge search, or document summarization, and expanding based on measurable ROI. Use cases that automate tasks, rather than jobs, create organizational momentum and build confidence.
“For us, the question is: how do we scale fairly and make sure what we build benefits everyone?”
Mission-driven organizations encounter a fundamentally different set of expectations and constraints regarding AI strategy. Unlike their for-profit counterparts, these organizations must develop AI initiatives that reflect their core values of inclusivity, transparency, and the public good. The purpose of AI adoption isn’t about gaining a competitive edge; it’s about enhancing the impact of services for a wider range of stakeholders without causing disparities in access or results. This involves making deliberate choices about whether to open access to AI tools, how to license data fairly, and ensuring AI outcomes support the organization’s public mission.
One consistent theme was the importance of avoiding siloed benefits or exclusive partnerships when AI outputs are based on publicly sourced or community-generated data. Attendees stressed that technologies built with shared information or public funds should be accessible to reflect their role as stewards of collective benefit. Essentially, this means rejecting monetization models that limit access and instead creating tools that benefit everyone.
Leaders are starting to incorporate these values into their strategic decision-making, considering not only ROI but also the fairness and inclusivity of outcomes. Questions about who benefits, who might be excluded, and how to fairly expand AI access across stakeholders are becoming central to early decisions. Whether through shared data licensing, open-source deployment, or efforts to improve AI literacy, these organizations aim to foster environments where innovation supports the integrity of their missions.
Efficiency often serves as the first step for adopting AI, especially in mission-driven contexts where budgets are tight and resources are scarce. Participants pointed out common applications such as automating meeting summaries, streamlining call center operations, enhancing access to knowledge bases, and speeding up internal reporting processes. These initiatives enable organizations to gain tangible value without undertaking extensive transformation efforts. However, while the lure of cost and time savings is compelling, it’s equally crucial to base these efforts on strong governance and well-defined risk frameworks.
Security, data privacy, and compliance issues are top concerns, particularly for organizations handling sensitive information. Leaders are balancing innovation with the responsibility to protect personally identifiable information (PII), financial data, and regulated content. They are increasingly relying on tools within their existing ecosystems (for example, Google Workspace, Microsoft 365) that provide more robust administrative controls and data protections compared to free, open-source options. For some, establishing layered approval systems, acceptable use policies, and redaction workflows has been a necessary step before broader deployment.
Beyond security, trust is a fundamental element. Staff must not only understand how the tools work, but also believe they are safe and dependable to use. This involves confidence that the AI is accurate, aligned with organizational values, and developed with sufficient oversight. Organizations are adopting measures such as prompt restrictions, internal training programs, and sandbox environments to foster trust. They are also navigating legal landscapes, like public records laws, which may impose particular transparency requirements that need integration into AI governance models.
“We’re not seeing AI take jobs; we’re seeing it automate tasks. The people who lean into AI are increasing their value. That’s the shift.”
Despite the availability of tools and resources, cultural readiness remains the biggest obstacle to AI implementation. Change management isn’t a new idea, but it becomes more complex when dealing with emerging technologies like AI. Participants noted that staff often feel overwhelmed by new systems or unsure how to extract real value from AI tools. Without proper training and contextual support, even seasoned employees may resist adoption. Organizations need to anticipate this resistance and offer guided pathways that focus on empowerment rather than replacement.
Training programs are used not only to teach technical skills but also to reshape mindsets. Some organizations adopt a layered approach: starting with general AI literacy, then offering role-specific applications and prompts, and ultimately developing internal champions who can demonstrate effective use. Transitioning from viewing AI as just a search tool to a problem-solving partner requires a meaningful upskilling effort. In some cases, formal training from government-sponsored programs has been integrated into onboarding, with customized sessions reinforcing policy understanding and prompt design strategies.
Most importantly, many organizations are shifting the AI conversation from fears of job loss to opportunities for role evolution. Instead of suggesting AI will eliminate jobs, leaders highlight that AI will change how jobs are performed, and that those who develop fluency with AI will become more valuable, not less. In lean organizations, this is especially critical, as productivity gains may quickly lead to increased responsibilities. Those who can effectively incorporate AI into their workflows are not just more efficient; they are increasingly seen as future leaders within their teams.
Small, targeted AI pilots can serve as proof points for wider implementation in organizations with limited resources and low risk tolerance. These use cases often emphasize task automation rather than complete workflow overhaul. Participants shared examples such as chatbots built on internal knowledge bases, generative summaries for legislative reports, contract analysis for pricing consistency, and policy checks on custom license plates. These projects help teams recognize AI's practical benefits without requiring major upfront costs or lengthy change processes.
One participant outlined three levels of AI implementation to help organizations prioritize low-lift approaches:
They emphasized starting with the personal productivity tier as the "lowest bar of entry" to familiarize employees with AI tools. Providing specific prompts and examples, rather than generic instructions, helps people build confidence before moving to more complex operational or product-level initiatives.
Success in these efforts creates momentum. When teams see how AI can reduce a multi-week manual task to just a few hours, or turn legal or legislative reviews into easy-to-understand summaries, it shifts perceptions. Instead of wondering if AI will replace their jobs, employees start asking how they can leverage AI to enhance their value or cut down on low-priority tasks. This shift in mindset opens the door for broader adoption and paves the way for more advanced use cases later.
To facilitate this, many organizations are developing structured pathways that connect AI tools directly to specific job functions. Rather than providing generic access, they embed guidance and workflows, sometimes using AI agents or "gems," that guide users through relevant use cases for their roles. This targeted approach reduces barriers and speeds up adoption, particularly for employees less comfortable with technology. The outcome is a culture of experimentation where risks are minimized, support is built in, and tangible impact is achieved from the outset.
Throughout the session, one thing became clear: mission-driven organizations are not standing still in the face of AI but are instead carefully advancing with purpose, curiosity, and care. They are designing governance structures to build trust, choosing use cases aligned with their values, and investing in change management to support their teams. While the level of impact may differ, the goal remains the same: using AI to enhance mission effectiveness, not diminish it.
To assist mission-driven organizations in moving from exploration to implementation, as well as other enterprises across various sectors, our AI Launchpad consulting service offers hands-on support to identify high-impact use cases, develop tailored training programs, and establish scalable governance frameworks. If your team is ready to turn AI goals into actionable progress, we're here to help you take the next step safely, strategically, and fully aligned with your mission. Contact us here to learn more.