Pre-work
Understand goals, candidate opportunities, constraints, and available information.
For leadership teams that have multiple possible AI opportunities and need to determine which ones deserve investment first.
Standard scope: evaluation of a bounded portfolio of up to 10 candidate AI use cases. More than 10 are scoped separately.
This is a portfolio-level prioritization engagement. It is distinct from the AI Initiative Review, which evaluates one already-selected initiative in greater depth for a fixed fee of $3,500 over 5 business days.
Everything needed to leave with a defensible investment order.
Understand goals, candidate opportunities, constraints, and available information.
Evaluate up to 10 candidate AI use cases against a consistent decision framework.
Business value, operating impact, workflow feasibility, data readiness, implementation burden, human workload, ownership, consequence, evidence requirements, and path to production.
One facilitated session to compare opportunities and pressure-test the ranking.
Identify major assumptions, dependencies, and evidence gaps that affect investment decisions.
Written prioritization and recommendations leadership can use to allocate time and money.
Clear order. Clear rationale. Clear next actions.
Ranked portfolio of candidate AI opportunities.
Rationale for the ranking.
Recommended first priorities.
Opportunities that need more evidence before investment.
Opportunities better deferred or deprioritized.
Key implementation considerations for the highest-priority opportunities.
Recommended next action for each priority use case.
Leadership leaves with a defensible view of where to invest first, what should wait, and what should happen next.
More than 10 candidate use cases are scoped separately.
Use this workshop when you have multiple possible AI opportunities. Once a top opportunity is selected, pressure-test it with an AI Initiative Review ($3,500 · 5 business days). If requirements are already clear, route to a Scoped Build. If a pilot exists, use Pilot Efficacy & Scale Readiness. If AI shapes consequential actions, use a Decision Control Assessment.
$7,500 fixed fee · 7 business days · up to 10 use cases. Bring your candidate list. We will confirm fit on a 30-minute call.