Free playbook · For business professionals
The Agentic AI Playbook:what to build, who you need and how to get a yes
A free 15-page playbook for business leaders. Plain language, real sources, and the tools to go from “we should look at agents” to an approved pilot.
- The difference between AI assistants, AI agents and agentic AI, explained without the hype
- How to pick your first use case, using a value-vs-risk grid and the A.S.K.™ Framework
- The top 10 security risks for agentic AI and the 6 guardrails every agent needs
- The 8 roles your agentic AI team needs, and where the skills gaps are
- A fillable 20-item checklist and a 2-page decision brief template to get leadership approval
Every number is sourced from Gartner, McKinsey, Accenture, NIST and others, and tagged by how solid it is.
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The numbers behind the playbook
Agents are spreading fast. Most organizations are not ready for them yet.
of large companies are now scaling AI agents, up from 27% the year before.
StrongMcKinsey, 2026
of organizations are AI high performers, getting 5% or more of their profit from AI.
StrongMcKinsey, 2026
of the thousands of vendors selling agentic AI are real. The rest is agent washing.
ModerateGartner, 2025
Full sources and links are listed on page 15 of the playbook.
Tools you’ll actually use
Not more reading. Three working tools you can take into your next leadership meeting.
Page 4
Assistant, agent or agentic AI?
A side-by-side ladder that ends the jargon debate on your team, plus how to spot agent washing.
Page 9
20-item getting-started checklist
Strategy, people, data, security and measurement, numbered C1 to C20 and fillable right in the PDF.
Pages 10–12
The decision brief
Seven rules and a two-page fillable template that gets you a clear yes or no from leadership, fast.
By Dr. Myra Roldan. First Latina Chief AI Officer, author of five books on AI and a LinkedIn Top AI Voice.