Strategy

Decide where AI is worth using, and in what order

Short working sessions, each one ending with something you can act on. Which parts of your business are worth changing, what order to do them in, and what your rules need to say.

Most companies start in the wrong place

The usual story: someone buys licenses, a few people try it, interest fades in six weeks, and the company decides AI doesn't work for them. What actually happened is that nobody decided what it was for.

The other story: leadership waits to be sure, while the team starts using tools nobody approved. That isn't a technology problem. It's a rules problem, and companies tend to find out at the worst possible time.

Both get fixed the same way. Decide first, spend second.

When to start here

Start with strategy if:

More than one department wants something different
You need rules in place before you let people loose on the tools
A board member, customer or auditor has asked what your AI position is
You have tried before and it did not stick

Go straight to training if:

You know what your team needs to learn and you just want them able to do it
This is one department, not the whole company
You already know where it would help

Take the AI Readiness Assessment Book a 30-minute call

Strategy Sessions

Stage 1

Vision & Direction

Where do we start, and how will we know it worked?

Work out what you are actually trying to fix, who owns it, and how you will know it worked, before you spend money on it.

Session details

Duration

3 hours, plus a 45-minute follow-up call

Audience

Your leadership team

Deliverable

A written plan, and starter language for your AI rules

Part of Stage 1 of our adoption pathway

What this covers

A working session with your leadership team, and an honest read on where you are today
One number you will use to tell whether this is working
What to do in the first 90 days

Stage 2

Policy & Governance

What are our rules for using AI?

Write down what your team can use AI for, and what company information is allowed to go into it.

Session details

Duration

2 hours

Audience

Leadership, HR, and whoever handles compliance

Deliverable

A written AI policy for your company, and a plan for telling your team about it

Part of Stage 2 of our adoption pathway

What this covers

Which tools people can use, and who approves a new one
What company information can and cannot go into them
Who decides when something new comes up

Stage 3

Data Discovery & Governance

Is our data ready for AI?

Find out what information you have, where it is kept, and what needs fixing before AI can use it.

Session details

Duration

2 hours

Audience

Leadership and operations

Deliverable

A written assessment of your information, where it lives, and what needs fixing

Part of Stage 3 of our adoption pathway

What this covers

What information each department has, and where it is stored
What condition it is in, and whether it can be trusted
What has to be cleaned up or moved before AI can use it

Stage 3

Workflow Strategy & Prioritization

Which of our processes should we improve first?

Look at how the work actually gets done, step by step, and pick the processes worth improving first.

Session details

Duration

2 hours

Audience

Leadership and operations

Deliverable

A ranked list of processes to improve, and a plan for the order

Part of Stage 3 of our adoption pathway

What this covers

Where the time goes inside the work itself, department by department
Which processes are worth the effort to change, and which are not
A running order, so you start with one that pays off early

Stage 4

Build vs Buy

Do we build this ourselves or buy it?

Decide when to build something yourself and when to buy what already exists.

Session details

Duration

2 hours

Audience

Executive and technical leadership

Deliverable

A clear recommendation on what to build and what to buy

Part of Stage 4 of our adoption pathway

What this covers

A working session on what to build and what to buy
How to avoid getting stuck with one vendor
How to keep control as you add more

Stage 5

AI on the Org Chart

Who is responsible for what now?

Sort out roles and responsibility, now that some of the work is done by AI.

Session details

Duration

2 hours

Audience

Executive leadership and people managers

Deliverable

A map of which roles change, and how

Part of Stage 5 of our adoption pathway

What this covers

Who does what, and who decides what
Who is accountable when AI is part of the job
How this holds up when people move roles

Decide what comes first

Book a 30-minute call See where you stand