Strategic AI advisory for leadership teams
Where should your company use AI, and what deserves attention first? Work through the options with relevant AI expertise from the Summit ecosystem, from a focused executive briefing to an agreed series of strategic discussions.
A focused process, from preparation to next steps
Frame the decision
Discuss your objectives, current experiments and constraints. Agree the strategic questions, preparation and expertise needed.
Examine the options
A relevant practitioner supports leadership discussions on use cases, technology choices, evaluation criteria and priorities. A focused executive briefing can be the starting point.
Shape the roadmap
Capture the options, assumptions, priorities and next evidence to collect. Agree decision owners and follow-up before committing to further work.
Agree the outputs before you begin
A clear decision frame
Define the business question, the people it affects and the constraints that any useful answer must address.
Criteria for technology choices
Identify the models or approaches worth evaluating, the evidence needed and the trade-offs relevant to your business.
A strategic next-step roadmap
Connect experiments to business priorities, name decision owners and identify the expertise needed for the next stage.
Make the next action visible
A fictional planning example, not a client result or a confirmed package. Your proposal defines the output, responsibilities and timetable for your organisation.
Executive decision note
The decision
Should we test AI-assisted response drafting?
Options to investigate
A limited pilot, a workflow review, or wait for better source material.
Next action
The support lead checks data access and review capacity before approving a test.
Choose a format that fits the question
A good starting point
- You need to decide where AI could create useful business value.
- Your team is comparing technologies or models and needs clear evaluation criteria.
- Several experiments need priorities and a coherent strategic roadmap.
- You need to identify which expert perspectives to involve.
Outside this format
- Software integration, development, deployment or operation of AI systems.
- Technical audits, final procurement decisions or legal compliance advice.
Prepare the work, the people and the decisions
Strategic AI advice grounded in a live business decision
A useful leadership question has an owner, a deadline and a consequence. You might be considering whether to sponsor an internal assistant, how to interpret an agent demonstration, or what your management team needs to understand before approving a pilot. Those questions call for different expertise. Describe the decision in a sentence so we can shape the discussion around the judgement you need to make.
Support is shaped around the decision your leadership team needs to make. A private executive briefing can frame a narrow question; a series of discussions can examine related priorities and develop a strategic roadmap. Preparation, contributors, number of sessions and outputs are agreed in the proposal.
You do not need a complete AI strategy to begin. A narrow, unresolved question is often enough. If the issue spans several departments with competing priorities, we can help you decide whether the longer workshop format would give those people the time they need.
Where to use AI, what to evaluate and what to prioritise
Start with the business problem: which workflows, decisions or customer needs deserve attention? Compare opportunities by expected value, information availability, organisational readiness and the consequence of errors. A useful outcome may be a shortlist to investigate rather than an immediate tool purchase.
When technologies or models are part of the decision, agree evaluation criteria before selecting candidates. Discuss the task, quality expectations, information access, operating constraints and internal review capacity. The advisory defines what your team should evaluate and which specialist perspectives are needed.
Connect experiments to a strategic roadmap. Identify what is known, what needs evidence, who owns each decision and when to review progress. Scope follow-up around those decisions so that experimentation produces a usable direction for the organisation.
Choose the format that matches your decision
Before booking, consider who must participate in the outcome. A leadership briefing can sharpen a sponsor’s thinking. A workshop gives a wider group time to negotiate priorities. Training allows participants to practise a skill and receive feedback. Choosing the format first helps avoid an overloaded agenda and gives your team a clear expectation of what the session should achieve.
| Your immediate need | Suggested starting point | What the format makes room for |
|---|---|---|
| Examine one consequential leadership question | Strategic advisory / executive briefing | A focused exchange, competing explanations and the next evidence to collect |
| Choose between several departmental opportunities | AI Leadership Workshop | Group exercises, shared criteria and ownership across functions |
Prepare a short brief your leadership team can agree on
Your preparation should help the expert understand the situation without turning into a research project. Share the commercial or operational objective, the decision date and what has already been tried. Explain where opinions diverge. One leader might be focused on cost, another on service quality, and a third on the burden of maintaining another tool. Making those differences visible helps the discussion address the actual trade-off.
Include a simple picture of the current workflow and the constraints you already know. An anonymised description is usually a better starting point than a folder of internal documents. Tell us who can approve further work and who will need to review it. We agree any additional materials and their handling during the intake, including whether the session can be recorded and who may receive the resulting note.
- The question: what should leadership be able to decide after the conversation?
- The evidence: what is measured, what is assumed and what remains unknown?
- The boundary: which teams, systems or decisions are outside this discussion?
A worked example: evaluating an internal knowledge assistant
Imagine a company whose account managers spend time searching product documentation. A supplier demonstrates an assistant that answers their questions fluently. The leadership question is whether to investigate it further. This is an illustrative scenario, not an AISB client result. The briefing would examine what the demonstration actually establishes and what it leaves unanswered.
The commercial lead might value quicker preparation for customer meetings. The product owner might worry about obsolete documents. IT could point out that different employees have different access rights. Together, these perspectives change the next step: the company needs representative questions, a reliable source set and a way to check answers before it can interpret a productivity claim.
A useful outcome could be an agreement to test a limited set of approved documents with a small internal group. The decision note would identify the sponsor, the quality criteria and the unanswered access questions. It would leave technical design and deployment to the people responsible for those activities.
Agree the depth and sequence of executive support
The right scope depends on the decision. A focused briefing can explore one question and define the evidence to collect. Broader advisory can connect several experiments, compare technology approaches and shape the sequence of leadership decisions. The proposal sets out preparation, participants, discussions, outputs and review points.
Your team remains responsible for technical testing, procurement and operational delivery. Strategic support can help define evaluation questions and identify the expertise to involve. It does not include developing, integrating or deploying a system.
What to confirm before commissioning the briefing
Your proposal should make the engagement easy to assess internally: the practitioner’s relevant experience, the preparation included, the participant group, the delivery format and the intended note. Ask which examples will be discussed and whether any commercial relationships are relevant to the topic. The value of the session depends on the match between your question and the person addressing it.
Preparation depth, specialist research, travel, moderation and additional stakeholder interviews can change the fee. A remote discussion based on a short intake is a different engagement from an in-person session requiring extensive background review. Once the note is delivered, your sponsor can use it to brief colleagues, commission further investigation or decide to pause. A further session is a separate decision, based on what your organisation still needs.
A few useful answers
Read before the conversation
Tell us what you want to move forward
Share your organisation, business question, people involved and preferred timing. We will discuss the relevant format and expertise, then agree scope, contributors, preparation and fees before an engagement is confirmed.
Discuss strategic AI adviceYour selected topic is carried into our dedicated company enquiry form.