AI for leaders and the board
AI investment based on ROI you have counted and assumptions you can test in a pilot, not on optimism.
A portfolio of AI initiatives, priorities, ROI counted with the full cost of change in the organisation, and the calls: fund it, redesign it or stop it, on your own initiatives.
For whom: the board and top management
Outcome
AI portfolio roadmap
Priorities, a call on each initiative and a business case in one document, ready to take to the board.
Initiative portfolio
decision
- Customer-support chatbotFUND
- Docs search assistantFUND
- Auto-triage of ticketsFUND
- Credit-decision agentREDESIGN
- Demand forecastingREDESIGN
- Marketing post generatorSTOP
- “AI everywhere” with no processSTOP
- Chatbot with no integrationSTOP
criteria: value × feasibility · ROI · risk
For whom
This training is for you if…
You have a dozen AI ideas and pressure from every side — but no basis for which to fund.
The board asks about AI ROI, and you can’t back it with a number.
You’re investing in pilot projects that don’t scale into real value — and don’t know which to stop and which to continue.
You need board-level oversight of AI and its risks (the AI Act) before the regulator does it for you.
How the training runs
Training plan
Live, on your real cases. We tune the day’s rhythm to the team in the room.
09:00–09:30Start: your AI initiatives on the table
A quick inventory of what’s happening across the organisation.
Start: your AI initiatives on the table
A quick inventory of what’s happening across the organisation.
- We list every AI initiative in the company — including the ones running “under the desk”.
- For each: sponsor, stage and the value it promised.
From production
The board counted 3 AI projects; the training surfaced 11 — most overlapped and competed for the same budget.
09:30–11:00Demystifying AI
What it can and can’t do — from everyday assistants to autonomous agents.
Demystifying AI
What it can and can’t do — from everyday assistants to autonomous agents.
- Everyday AI vs autonomous agents — what’s ready today and what’s still a promise.
- Where “AI” is marketing and where it’s real leverage.
- A shared language for the board and the team.
From production
A company bought an “AI agent” that turned out to be a rule-based chatbot — PLN 200k for something IT already had wired into the helpdesk.
11:15–13:00Value × feasibility matrix
Prioritising the initiative portfolio on your own examples.
Value × feasibility matrix
Prioritising the initiative portfolio on your own examples.
- We plot your initiatives on the value × feasibility matrix.
- Decisions: fund / redesign / stop — on real examples.
From production
The loudest project landed in the “low value / low feasibility” quadrant — pausing it freed budget for two initiatives that actually paid off.
14:00–15:30ROI models and real return
From pilot to scale — how to measure return.
ROI models and real return
From pilot to scale — how to measure return.
- How to compute return: baseline, metrics, a value owner.
- From pilot to scale — what changes in the maths as traffic grows.
- Where value “leaks” between pilot and production.
From production
A pilot showed 30% savings; at scale they vanished — API and oversight costs grew faster than volume. Nobody had computed the unit cost.
15:45–16:45Go/no-go on candidates from the matrix
We go deeper on the top-quadrant initiatives — a hard call.
Go/no-go on candidates from the matrix
We go deeper on the top-quadrant initiatives — a hard call.
- We take 2–3 of the strongest candidates from the matrix.
- Hard criteria: cost, risk, organisational readiness, and the call: fund, redesign or stop.
From production
A project with no criteria dragged on for 9 months “almost done”; one decision meeting with criteria would have closed it in a week.
16:45–17:30Oversight, the AI Act and the portfolio roadmap
We assemble the decision document to take to the board.
Oversight, the AI Act and the portfolio roadmap
We assemble the decision document to take to the board.
- Minimal oversight that satisfies the AI Act without parking projects.
- We assemble the portfolio roadmap: decisions, owners, next steps.
- A document ready to take to the board.
From production
It wasn’t clear who could say “yes”, and a rollout stalled — a decision map unblocked it in two weeks.
Outcomes
What gets created
Every module ends with a working document that stays in the organisation and is usable the next day.
- Fact / Assumption / Hype on example claims about AI → a shared AI Reality Checklist.
- Assessing one service area as Keep / Buy / Build / Agentify → AI Make-Buy-Agentify Canvas.
- Three redesign variants of a single process — Amplify, Recalibrate, Reset — and choosing the best one.
- Pilot Autopsy — an analysis of an initiative that stalled → AI Scaling Readiness Check.
- Work on a real initiative → an AI Value Hypothesis Canvas with a baseline, metrics and a value owner.
- Ranking 3–5 initiatives → an Executive AI Portfolio Scorecard and a list of initiatives that need further evidence.
- A control and decision-rights design for one use case → AI Decision Rights Map.
- Work on real initiatives → a prioritized portfolio, Decision Cards, a Decision Register and a 90-Day Decision Roadmap.
Ask about a date or a version for your organisation
We tailor in-company programs to your processes and systems. Tell us who will be in the room — we’ll advise on scope and setup.
Ask about a date