Prepared for Mark Smith & the Naomi and Jack's SLT
better WAI logo

AI Strategy & Operations: A Summary

Hi Mark, this page is a useful reference for you and your SLT colleagues. It summarises the key points from our conversation and sets out how better WAI works and what an engagement with Naomi and Jack's could look like in practice.

Paul Wilkinson, better WAI Following our conversation, May 2026 Referred by Together for Short Lives

About Naomi and Jack's

  • Two years into a four-year organisational strategy focused on reaching more families, growing sustainably, and working in partnership with the healthcare system
  • Three major transformation projects completed in the past 18 months: a rebrand, new CRM with AI capabilities built in, and a new website
  • The rebrand was driven by research with around 8,000–9,000 stakeholders, and was designed to give Jack's Place equal prominence
  • The team is at maximum capacity – a busy programme of capital projects is underway including a memory garden, a Naomi House garden (£250,000 project), a family accommodation upgrade, and an education and research centre, all targeted for completion this year
  • Next year is the charity's 30th anniversary – the ambition is to walk into that milestone with everything in order
  • AI is recognised as an opportunity but hasn't yet been formalised – the current AI policy is light and not fully rolled out; different people across the organisation are using AI tools in different ways without a consistent plan
  • Several AI tools are being discussed: Heidi, Grace, and a service user experience app – but there is no strategy in place yet to evaluate or prioritise them, and some duplication is apparent

Intro to better WAI

better WAI is an AI operations consultancy working exclusively with charities and ethical businesses. Our purpose is to help organisations deliver more results for their cause with less effort.

We do this through three pillars:

Pillar 01

Strategy & Governance

AI policy, strategy roadmaps and the governance frameworks that let teams use AI with confidence.

Pillar 02

AI Training

Practical sessions that build confidence across the whole organisation, not just the tech-savvy.

Pillar 03

Automated Processes

Bespoke tools and workflows that remove manual work and free your team for higher-impact activity.

The outcomes of our work result in teams saving time, reducing the amount of admin they do, and doing more of the work that makes the biggest impact.

Everything better WAI builds is hands-on and collaborative – created side-by-side with your team, enhancing their strengths rather than replacing them.

Human review is built into everything, so AI never works unsupervised and is never designed to replace people.

Our Work with Together for Short Lives

Together for Short Lives logo

We are currently eight months into a retained engagement with Together for Short Lives (who referred this intro) covering strategy, policy, bespoke AI builds and organisation-wide training. Below are three examples of builds delivered as part of that engagement.

Media Monitoring Tool

The TFSL communications team previously spent significant time manually tracking media coverage across a wide range of sources. We built an automated monitoring tool that continuously scans trusted sources, surfaces relevant coverage, and delivers a summarised report to the team.

This freed up meaningful hours each week for the campaigns team to focus on higher-value work.

Frees up meaningful hours each week

Time Tracking Tool

TFSL needed a clearer picture of how staff time was being allocated across restricted projects and programmes – important both for operational planning and for reporting to funders.

We built a lightweight time tracking tool that is completely free to run, no matter how many people use it. The tool integrates with existing Microsoft systems, giving leadership more accurate data and will save thousands in time tracking subscription costs.

Free to run, no per-user costs

Family Support Hub Tool

The Family Support Hub team were receiving support requests from families, and responding could take up to a week because researching the right solutions for each family required manually searching through almost 200 different websites and resources.

We built a custom AI tool that the team can now speak to directly. They describe the family's situation and the tool searches every source simultaneously and returns a comprehensive list of every grant and support service available to that family's specific needs.

The team then reviews the output, checks each source and the tool produces a branded PDF that can be sent directly to the family.

What previously took up to a week now takes around an hour. The tool is currently in final testing and due to roll out to the full team imminently.

Response time: up to a week → around an hour

How better WAI Works in Practice

Work is structured as a 12-month partnership, typically following five stages.

Free
Pre-retainer – Intro and Scoping
Two free sessions before anything is agreed. The first introduces you to what AI can do in practice; the second identifies the biggest opportunities to make sure AI is worthwhile for you.
Months 1–2
Phase 1 – Policy and Strategy
The retainer begins with finalising your AI policy and developing your strategy roadmap (what tools we will build and what processes we will automate).
Months 2–4
Phase 2 – First Build
A low-friction, low-risk first build to demonstrate clear value quickly and build confidence.
Months 4–12
Phase 3 – Ongoing Builds
Typically one build every two months, varying in complexity and scope. Examples include the Together for Short Lives tools above.
Months 4–6+
Phase 4 – Training Rollout
Monthly training sessions rolling out once the organisation is in a good flow with AI.
What the Engagement Includes: The Detail

Pre-retainer Free Sessions

We begin with a 60-minute Learning and Inspiration Session with senior leadership, exploring what AI can do in practice with real examples from across the charity sector. This is followed by a 60–90 minute Scoping Workshop to map your biggest operational challenges and identify where AI can make the greatest difference.

Policy and Strategy

We finalise and embed your AI policy – written not as a dry governance document but as a practical, interactive guide that empowers staff to use AI safely and in line with your values. Alongside this, we develop your strategy roadmap: a clear, prioritised plan of AI-powered solutions with quick wins and longer-term opportunities identified.

Builds

Every build is designed around your organisation's specific needs. These range from lightweight automations that remove repetitive tasks to larger bespoke tools built to solve specific operational problems, such as the family support tool built for Together for Short Lives.

Training

Monthly sessions open to all staff, focused on practical AI skills and grounded in your AI policy. Designed to build confidence across the organisation and make AI a natural part of how your team works.

Advantages of Working with better WAI

Sector Specific

We work exclusively with charities, and we already work in palliative care — so we understand the sector, the pressures, and the kinds of solutions that actually work in this environment.

Small and Bespoke

We are a small team, which means you deal with me directly rather than being passed to an account manager. I enjoy getting stuck in and am happy to travel for face-to-face sessions.

Backed by Experts

Our developers have more than 20 years of experience working in Microsoft and automation.

People Focused

For us, the technology always comes last. We start by getting to know your purpose and ways of working, learning from the team to understand their processes and strengths — only then do we decide the right tool or approach to implement.

Next Steps

I understand you're in the process of speaking with a small number of consultants before bringing a recommendation to your SLT. I hope this document gives you and your colleagues a useful baseline for those conversations.

If you'd like to explore further, the natural next step would be the free Learning & Inspiration Session – a no-obligation 60-minute conversation with your senior team to see what's possible in practice. There's no commitment involved, and it often helps organisations get a clearer picture of where to start.

I'm also happy to answer any questions, have a follow-up call, or share indicative costs whenever that would be useful.

Get in Touch