Turning a Jumbled Plan into a Usable Board

Vinay Kalliat
Oct 6
1 min read

From A: The Messy Inputs

The planning sheet for three initiatives looked like this:

Scattered, incomplete, and lacking coherence

AI Assist: Creating Scaffolding

I asked AI a single question:

Reformat this into an Asana-ready CSV with Task, Owner, Due Date, Status, grouped by project.

It came back with:

Survey: draft → review → publish → collect results
QBR: book venue → prepare slides → send invites
Intranet: design → build → publish
Owners filled in based on context clues
Deadlines standardised into dates

Consultant Judgment: Adding Context

Where AI gave scaffolding, I added:

Adjusted owners based on who really owned each task
Set dependencies (slides after agenda locked, publish intranet after IT build)
Phased milestones (Survey in Q3, QBR in October, Intranet in November)

To B: The Outcome

The client now had:

A functioning Asana board with three clear projects
Owners attached to every task
Milestones that Project Sponsors and leaders could see at a glance

"Infographic showing the Qonfidi Clarity Platform (QCP) as the foundation beneath a three-step flow: Situation (messy planning sheet with survey, QBR, intranet tasks jumbled), AI Intervention (reformatted into grouped tasks with owners, dates, and status), and Final Result (a structured Asana board with milestones leadership could track). The QCP foundation highlights re-assigning owners, sequencing dependencies, and phasing milestones across Q3–Q4." — The Qonfidi Clarity Platform (QCP)

Takeaway

AI won’t run your projects. However, it will take the grunt work off your plate, allowing you to focus on leading and working on more strategic projects.