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Workshop 01 / Leadership

AI Strategy for Leaders.

Turn scattered AI interest into a funded, governed, measurable action plan your leadership team can actually run.

This full-day workshop helps executives, PMO directors, and practice leads decide where AI belongs, where it does not, and what the next 12 months need to prove.

The Problem

Your organization has AI ideas. It needs an operating plan.

Leaders are being asked for AI strategy before the organization has a shared language for opportunity, risk, funding, or ownership.

This workshop creates the missing structure: where AI can automate, where it should augment, which use cases deserve investment, and what governance is required before pilots scale.

What You Leave With

Concrete artifacts, not just a better conversation.

AI capability map

Classify workflows as automate, augment, avoid, or investigate, with a common language your team can reuse.

Scored use-case portfolio

Prioritized AI opportunities with ROI assumptions, feasibility notes, risk level, and named decision gates.

Governance one-pager

Data tiers, approved tools, review gates, legal/security escalation paths, and practical guardrails.

12-month pilot roadmap

A sequenced plan with success criteria, owners, metrics, and Monday-morning actions.

Immediate Skills

What leaders learn to do.

Classify workflows

Separate meaningful AI opportunities from ideas that are risky, low-value, or premature.

Score investment options

Rank use cases by business value, data readiness, adoption friction, and governance need.

Design guardrails

Create rules people can understand and follow without freezing useful work.

Brief stakeholders

Translate the strategy into a board-ready, manager-ready, and team-ready narrative.

Sample Agenda

A practical full-day arc.

9:00 AM

Executive context and goals

Define the business pressure, operating constraints, and decisions the day must clarify.

9:45 AM

Capability mapping

Map workflows into automate, augment, avoid, and investigate categories.

11:00 AM

Opportunity scoring

Prioritize use cases by value, feasibility, risk, and adoption friction.

1:00 PM

Governance design

Define data tiers, approved tools, review gates, and escalation paths.

2:00 PM

Pilot roadmap

Sequence pilots, name owners, define success metrics, and set decision gates.

3:30 PM

Leadership narrative

Build the version of the plan that can be shared with executives, managers, and teams.

4:15 PM

Next-Monday actions

Commit the first set of owners, meetings, artifacts, and follow-up decisions.

Tools Covered

Model-agnostic, workflow-first.

ChatGPTMicrosoft CopilotClaudeGemini
  • Prompt and review patterns for leadership work
  • Model/vendor selection considerations
  • Data and policy constraints for sensitive work
Start Here

Ready to turn AI interest into an operating plan?

Send the audience, business context, and the decisions you need this workshop to clarify.

Best fit: leaders who need a practical roadmap, governance model, and first set of AI pilots.

Email Larry