1️⃣ Identify the Problems You Want AI to Solve
Look for the work that buries your team every term, like answering thousands of program inquiries one at a time.

Your school probably has an AI plan already. The harder part is buying a tool that works for an open-access campus with a stretched staff.
Every term brings thousands of inquiries. Student records sit across admissions, transfer credit, dual enrollment, workforce programs, and sometimes more than one campus. A tool that adds steps for your team won't last.
That's how so many pilots end. One MIT study found 95% of enterprise generative AI pilots stall before they deliver measurable results (MIT NANDA, 2025). Often the technology works fine. It just wasn’t set up for how your team actually works.
This playbook helps you pick AI that takes work off your team, with a clear baseline and target set before you sign.

Is your team trying to:
✔ Respond to thousands of inquiries every term without losing the personal touch
✔ Pull a student's full story together from admissions, transfer, dual enrollment, and workforce records
✔ Pick up where you left off with students who stop out, transfer, or come back later
✔ Give every staff member the know-how your most experienced advisors carry
The playbook helps you match the right AI to each of these jobs before you talk to a single vendor.


Look for the work that buries your team every term, like answering thousands of program inquiries one at a time.
Check your data, connections, ownership, and staff buy-in. Then start with the emails and chat conversations already in your CRM.
Set a baseline, a target, and a deadline, like cutting inquiry response time from nine hours to two during peak recruitment.
No budget for a big overhaul? Start with AI inside Microsoft 365 and the systems your staff already use.
Pilot with real students who move between dual enrollment, workforce programs, transfer, and coming back after time away.
Track whether staff keep using the tool after the first few months, and ask the ones who stopped why.

Community college students rarely follow a straight line. They start in dual enrollment, take a workforce course, transfer, step away, and come back. Your staff has to keep up with all of it. This playbook starts there. It helps you find the work that slows your team down, check whether your data can support AI, and set a target you can measure within a single term. Then it covers how to test tools on real student records and how to keep staff using them after launch. You don't need a large technology overhaul to get started.


AI that gives a stretched team time back for the students who need it most.
✔ Quicker answers in peak season. Hit response-time goals even when inquiries spike.
✔ One view of every student. See dual enrollment, transfer, and workforce records in one place.
✔ More returning students. Reach students who stopped out before they drift further away.
✔ Progress you can show. Measure results in a term, not a multi-year rollout.
✔ Tools that last. Spot a drop in usage early and fix the cause.


A six-step sourcing playbook for community college leaders choosing AI their staff trust, their students value, and their teams actually use.