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Starter Services · Executive AI Workshop

Leave the room knowing which AI use case to fund first.

Your executives know the business. We bring the AI judgment, the decision method and the outside challenge that lets them choose what to fund first — together, in one working session.

Several hoursSenior-ledMost workshops $10k–$25k, fixed in advance
Many AI ideas, one decision lens, one first move Eight competing AI ideas scatter, then a decision frame appears — value against feasibility, with data readiness, risk and adoption — and the ideas reorder. Five dim, three are shortlisted, and one becomes the first use case with an owner, a measure and a decision gate. THE DATA IQ™ DECISION LENS · ILLUSTRATIVE LOWER VALUE · HARDER HIGH VALUE · FEASIBLE NOW DATA · RISK · ADOPTION, ALL ANSWERED Service copilotClaims automationDemand forecastingKnowledge assistantFinance closeEmployee supportPricing engineSales enablement FIRST USE CASE Service copilot Owner COO · Resolution time −20% Decision gate 90 days · Sponsor CEO
Typical workshop scope

Fixed in the proposal. The constraint is what makes several hours enough.

  • 1working session of several hours, in one room
  • 1executive team — the people who fund and own the first move
  • +sponsor conversations and a pre-read beforehand
  • 7tests on every idea, in three questions
  • 1ranked shortlist, with the reasoning attached
  • 1first use case — owner, measure and decision gate
  • +a decision readout, circulated
Not includedWorkforce training · a strategy or roadmap · vendor selection · a readiness assessment · building anything. The session leads into whichever of those the room decides.

Which room are you in?

Four ways leadership teams arrive. Pick the one that sounds like your last meeting.

The session is the same shape wherever you start. What changes is where we spend the time — and what we challenge first.

We don't agree what AI is for

Half the room means automation. The other half means a chat assistant. Both think the other is missing the point.

The situationThe disagreement is vocabulary, not strategy. Every proposal is argued on different assumptions.
What we do differentlySettle the definition in the first thirty minutes — what these systems do well, where they fail, what they cost — then make the team argue from the same facts.
The decision you leave withA shortlist built on a definition the room signed up to, and the first one chosen.
Two meanings of AI, one working definitionHalf the room means automation and half means a chat assistant. Both views flow into one working definition: what these systems do well, where they fail and what they cost to run. The shortlist is then built on a definition the room signed up to. WHAT "AI" MEANS IN THE ROOM · BEFORE AND AFTER "Automation"COO · CFO · CIO "A chat assistant"CMO · CHRO · CEO ONE WORKING DEFINITION ✓ what these systems do well✓ where they fail✓ what they cost to run THE DECISION YOU LEAVE WITHOne definition the room signed up to. Then the shortlist.

Your room sounds different? Describe the last leadership conversation about AI. We will tell you what the session would do with it before you commit to anything.

How disagreement becomes a decision

The decisions are yours. The method, the challenge and the AI judgment are ours.

Every idea in the room is pressure-tested against the same lens — the one we use to decide what to build in every engagement. That is what makes the ranking survive the meeting, and what a good facilitator cannot bring.

The Data IQ™ decision lens — three questions, seven tests
AIs it worth it?
01
Business valueThe number it moves, and what that is worth
07
Measurable outcomeWhether you could tell, in a number, that it worked
BCan we deliver it?
02
Data readinessWhether the data to do it exists, and is usable
03
Technical feasibilityWhat it takes to build, and whether it has been done
04
Operating fitWho would run it, and whether the process can absorb it
CCan we deploy it?
05
Risk and governanceWhat has to be true for legal, risk and security to say yes
06
Adoption burdenWho has to change how they work, and how much
01

Vocabulary, settled

What these systems do well, where they fail, what they cost to run and what "production" means — at the level a funding decision needs. We bring it; the room agrees it.

You leave withA working definition the room signed up to
02

Where it applies here

Your value chain, with the places AI plausibly applies marked by the people who run them — and the places it does not marked just as clearly, with our reasons.

You leave withA map of where to look and where not to
03

Every idea through the lens

Candidates put through the three questions by the team, with our challenge on each: which will not survive your data, your controls or your economics, and why.

You leave withA ranked shortlist with the reasoning attached
04

The first move

The use case to start with, chosen by the people who will fund it: its owner, its success measure, and the decision gate at which the team will scale it or stop.

You leave withOne first use case with an owner, a measure and a date
What "agreement" means here

The people who will fund the first use case have chosen it together, on criteria they applied, with a success measure they can defend. Where the room does not get there, the readout says exactly what is still contested and by whom — which is more useful than a plan nobody believes in.

Show me the output

This is the readout. Not a description of it.

An illustrative page from the document the team walks out with: the shortlist on the lens, and the first move with its owner, measure and decision gate. Yours is written in your words, about your business.

Executive AI priorities — readoutIllustrative example
Use caseValueFeasibilityDataRiskOwner
Service copilotHighHighReadyLowCOO
Demand forecastingHighMediumPartialLowCFO
Claims automationHighMediumPartialReviewCOO
Knowledge assistantMediumHighReadyLowCIO
Pricing engineHighLowNot yetHigh—
Start here

Service copilot

Success measure
Resolution time down 20% on the covered contact category
Executive owner
COO · sponsor CEO
Decision gate
90 days: scale, revise or stop, on the measured number
Next decision
Approve a 90-day validation pilot — feasibility and economics under production conditions
Still contested: whether claims automation goes second or waits for the data work. Recorded, with who holds each view.
Illustrative. Use cases, scores and roles are examples; no client data. Your readout carries your team's conclusions in your team's words.

Who leads the room

This room cannot be delegated.

You are putting the executive team in a room with someone for several hours. Who that is matters more than the agenda.

Every session is led by a senior AI and data strategist who has built what the room is deciding about, from strategy through to systems in production, is named in the proposal, and writes the readout. Model-neutral by policy, with no vendor incentives in the room.

BeforeSponsor conversations and a pre-read, so the room starts on your business
In the roomSeveral hours. The executive team decides; the lead challenges
AfterA circulated decision readout, presented live where that helps it land

Evidence

Where the thinking comes from, and where alignment has led.

The lens is not a workshop device. It is how the firm argues, in public, that AI programmes succeed or fail — and one example of what followed when a leadership team got aligned.

AI programs rarely fail on the technology. They fail on the unglamorous prerequisites — data readiness, governance, adoption planning and unit economics — which nobody budgets for until they block a launch.

Why AI projects fail after the pilot — and how to scaleA standing-room industry conference session, published in fullRead the argument →

Healthcare · after alignment

80%of staff improved measured skills
30%more adoption of tools that already existed

A regional health organization. The dashboards existed; nobody used them. Leadership agreed the problem was confidence, not tooling, and funded a programme across departments. The decision came first.

Read the story →

Fit

Right-sized when the blocker is a decision, and the people who make it can be in one room.

If you recognise yourself in the first list, the workshop is the right size. If the second reads truer, we will point you at the engagement that answers your actual next question.

This is a good fit when

  • The executive team does not share a view of what AI is for, and it is slowing everything downstream.
  • Several proposals are competing for one budget and nobody can compare them.
  • A board, investor or parent has asked for a plan and a date.
  • The people who will fund the first use case can be in the room together.
  • You want the decision made by your team — with someone in the room who will tell them which ideas will not work.

Start somewhere else when

  • Leadership already agrees and the question is whether the data can carry it — that is the Assessment Sprint.
  • The use case is known and needs proving — that is the GenAI Pilot.
  • The need is skills across the workforce rather than a decision at the top — that is the literacy programme.
  • The decision-makers cannot be in the same room; a session with their delegates decides nothing.
Deliberately outside the sessionWorkforce training and certification · cohort programmes · a data or AI strategy and roadmap · vendor or platform selection · a readiness assessment of your systems · building anything. Those are the practices and the other starter services, and the workshop is built to lead into whichever the room decides — which is why this is several hours and not several weeks.

Before you ask

The buying questions that matter.

The six things a sponsor asks before putting the executive team in a room for several hours, answered the way we answer them in the proposal.

Is this training or facilitation?

Neither. The decisions are yours; the AI judgment, the decision method and the challenge in the room are ours. We tell the team which ideas will not survive contact with their data, their controls or their economics, and why — then help them choose among the ones that will.

Who should be in the room?

The people who will fund and be accountable for the first use case: typically the executive team and the function heads most likely to own it. We agree the list in scoping and keep it small enough to decide.

How long is it?

A working session of several hours, with a short pre-read and a few sponsor conversations before it and a readout after. The exact length is set in scoping from the size of the team and how settled the question already is.

What if the team still does not agree at the end?

Then the readout says exactly what is still contested and by whom, which is the most useful output a divided team can get. Nothing gets funded on the assumption of an agreement that was not reached.

What does it cost?

Most workshops are $10,000 to $25,000, fixed in writing before the session. Where in that range depends on the size of the team, the preparation required and whether more than one group is involved. Nothing is billed hourly.

What do you need from us beforehand?

The participant list, a few short conversations with sponsors, and whatever strategy, plans or AI activity already exists. The specifics are written into the proposal before you commit.

Start from the room

Tell us what your leadership team cannot agree on.

Not a technology. Describe the last leadership conversation about AI, who was in it, what they want, and what is already underway. We will describe the session back — who should be in the room, how long, and the fixed fee — before you commit to anything.

The roomWho sets direction
The disagreementWhat they cannot settle
The pressureA board date, a budget, a demo
What already existsPlans, pilots, AI in use

Want to see the gap before you book the room? Take the free AI & Data Literacy Assessment and bring us the result.

Too many AI ideas. One budget. Choose what to fund first.

Choose what to fund first