Strategy Workshops

Strategy workshops for enterprises

Programs in which your executives, your board, or both build an AI strategy for your own company and agree how it will be governed. Three programs on one method, with the option to include senior management, each adapted to your industry, size and governance.

Duration
1.5 to 4 days
Participants
Executives, board members or both
Starting point
Your own company, managers and data
Location
Your company, a venue of your choice, or on campus
Why it matters

AI adoption and business results

Most companies now use AI regularly. Only a minority can attribute a measurable effect on operating results to it. Closing that gap depends on decisions only a company’s leadership can make: which AI initiatives deserve investment, who owns them, how work changes, and how the company keeps control as use grows. Boards are expected to oversee AI without taking over management’s role, and many directors say their board lacks the knowledge to do so.

Companies using AI 9 in 10

use AI regularly in at least one business function.

AI high performers 6%

of companies attribute at least 5% of operating profit (EBIT) to AI.

Boards and AI 66%

of board members and executives say their board has limited or no knowledge of AI.

Program design

How the programs are designed

  1. 01Your company as the casePreparation starts inside the company with interviews with your own managers, and the program builds on what they report.
  2. 02Decisions made during the programExecutives, directors or both take part, so priorities, ownership and oversight tools are agreed before the program ends.
  3. 03Tools for management and the boardFor management: a strategy, a roadmap, business cases and clear ownership of AI. For the board: agreed oversight rules, the level of AI risk the company accepts, and a regular AI report.
How it works

Our method, step by step

Every program follows the same sequence. Each step starts with short faculty input, is practiced on a teaching case (a prepared example from another company) and is then applied to your own company.

  1. 01PreparationInterviews and reading, so the program starts from your own situation
  2. 02LearnShort faculty input on one part of the strategy or of oversight
  3. 03PracticeThe step is tried first on a teaching case
  4. 04ApplyYour team or board applies it to your own company
  5. 05Follow-upAn optional review once the first results are in

What every program includes

  • Your company is the caseExecutives interview their own managers before the program; directors receive a primer, and the chair a conversation with faculty. A teaching case is used only to practice each step.
  • Agreed before the program endsBecause the people who decide take part, the strategy, the operating model or the oversight tools are agreed during the program.
  • Tailored before it startsEvery program is adapted to your industry, size and governance before it starts.
  • Follow-up on first resultsAn optional review after 90 days, or after the first quarterly AI report for boards, tests whether the plan and the reporting work in practice.
How we frame the work

What a strategy must reconcile

An AI strategy holds only where three things meet. Where only two overlap, something is missing.

1What AI can do2What the company stands for3What the board will support Right, but unfundedFunded, but off-missionSupported, but not feasible Your AI strategy
  1. 1
    What AI can doWhich tasks it can improve today, at what cost and risk
  2. 2
    What the company stands forCustomers, people, values and the limits the owners set
  3. 3
    What the board will supportInvestment, oversight and the evidence directors need
  4. AI StrategyA strategy the company can fund, run and stand behind.
Where circles partly overlap
  • Right, but unfunded
  • Funded, but off-mission
  • Supported, but not feasible
Side by side

Compare the programs

For Executives AI Strategy for Enterprise 3 daysFor Non-Executives Governing AI for Boards 1.5 daysFor Executives and Non-Executives Board-Aligned AI Strategy 3.5 daysOption Senior Management 4 days
Who takes partCEO and executive teamNon-executive and supervisory board membersExecutive team, with the non-executive board on the first day and the closing sessionExecutives and the department heads who report to them
FocusBuild the company’s AI strategy and operating modelOversee AI: understanding, risk and reportingStrategy by executives, oversight agreed with the boardStrategy built with the people who run the work
PreparationExecutives interview their own managersA short primer and a conversation with the chairManager interviews; a primer for directorsLight: a one-page sheet per department
Board’s roleBackground; directors may join the final dayThe board is the participantJoins Day 1 and the closing sessionBackground; directors may join the final day
Main outputsStrategy, roadmap, operating model, metricsOversight charter, risk appetite, dashboardStrategy plus board metrics and charter, agreed with the boardStrategy plus an AI plan per function
Best whenThe executive team needs a plan of its ownDirectors need a shared basis for oversightManagement and the board should align from the startDepartment heads must shape and lead adoption
See the program →See the program →See the program →See the program →
Operating model
Who owns AI, who decides, and how new ideas are found.
Oversight charter
What the board decides, what its committees cover, and what is brought to it.
Risk appetite
How much AI risk the company accepts, and where.
AI dashboard
A regular report on AI use, value and risk.
Who takes part

Who is in the room

Each group joins where its knowledge or authority is needed.

Participation by program

Who is in the room
For Executives AI Strategy for Enterprise 3 daysFor Non-Executives Governing AI for Boards 1.5 daysFor Executives and Non-Executives Board-Aligned AI Strategy 3.5 daysOption Senior Management 4 days
Executive team Takes part throughout: All three days Optional: CEO and CFO can join the close Takes part throughout: Every session Takes part throughout: All four days
Non-executive or supervisory board Optional: Can join the final day Takes part throughout: The whole program Joins for part of the program: Day 1 and the closing session Optional: Can join the final day
Department heads Optional: Selected function heads can join Not in the roomNot in the room Takes part throughout: All four days
Strategy programs

How executives build the strategy

In the programs for executives, the opportunities found by your own managers are narrowed step by step to a funded plan with clear ownership.

  1. Opportunities from your own managersBefore the program
  2. A scored list of opportunitiesProgram days
  3. Business cases for the strongest optionsProgram days
  4. A phased roadmapProgram days
  5. Operating model and metricsFinal day

How opportunities are sorted

Every opportunity is rated on the value it creates and on how feasible it is with today’s data, systems, risks and costs.

Strategic betsHigh value, but groundwork comes firstPlan the groundwork
Do nowHigh value and ready to startFund and start
StopNot worth the effort or the riskDrop or park
Fill-insModest value, easy to do when capacity allowsHand to the teams
Groundwork, such as cleaner data or a new system, can turn a strategic bet into one to do now.
What the executive team takes home
  • AI strategyAmbition, limits and priorities your team has agreed
  • ROI casesValue, cost and payback for the strongest opportunities
  • 18-month roadmapPhased, with a check before each new investment
  • Operating modelWho owns AI, who decides, how new ideas surface
  • People planWho is affected and how the company supports them
  • MetricsWhat management tracks and what the board receives
Board program

How directors oversee AI

In the board program, directors build a shared understanding of AI and agree the tools they will use to oversee it. Because directors take part, the tools are agreed during the program.

What directors oversee

  • ValueIs AI spending creating value against plan?
  • Risk and complianceWhere is AI used, how risky is it, and do the controls work?
  • PeopleWho is affected, and how does the company support them?
  • Reputation and valuesDoes the way the company uses AI fit what it stands for?

Risk tiers and the dashboard

Rating AI uses by impact
  1. Not allowedUses the company has ruled out
  2. Board attentionHigh impact on customers, people, money or safety
  3. Controls and monitoringHuman review, testing and regular checks
  4. Left to managementLow impact, standard rules apply
What the AI dashboard can showIllustrative
  • Value against plan
  • Adoption
  • AI uses by risk tier
  • Incidents
  • Compliance actions
  • People and skills
Annual AI agenda for the board
  1. First quarterStrategy and investment review
  2. Second quarterRisk review and list of AI uses
  3. Third quarterIndependent review of key controls
  4. Fourth quarterDirector education and next year’s priorities
What the board takes home
  • AI oversight charterWhat the board decides, what its committees cover, and what is brought to it
  • Risk appetiteWhat the company will not do, does with controls, or leaves to management
  • AI dashboardThe regular AI reports the board will ask for, and when an issue must be brought to it
  • Annual AI agendaStrategy review, risk review, independent review of controls and director education
  • Question setThe questions directors ask at each management review
  • Shared understandingA common vocabulary on AI across the board
Next step

How an engagement runs

  1. 01Initial conversationYour situation, your goals and the people who should take part
  2. 02TailoringThe program is adapted to your industry, size and governance
  3. 03PreparationInterviews with your own managers, or a primer and a conversation with the chair
  4. 04Program daysLearn, practice and apply each step to your own company
  5. 05Follow-upAn optional review once the first results are in
  • One company per programEach program is run for the leadership of one company, so its data and discussions stay within the company.
  • Where it takes placeThe program comes to you, or to a venue of your choice; boards can meet in their own boardroom. Every program can also run on campus.
  • Agenda agreed with youDetailed agendas and logistics follow after the initial conversation.
Family enterprise

Run by a family?

Each program has a family enterprise version. It adds the questions only family firms face: values as the basis for AI rules, a longer investment horizon, the knowledge of the senior generation and the role of the next generation.

For Family Enterprises →

Frequently asked

  • Which program should we start with?

    If the executive team needs a plan, start with AI Strategy for Enterprise. If directors need a shared basis to oversee AI, start with Governing AI for Boards. If both sides should align from the start, choose the integrated program. We help you choose in an introduction.

  • Do the programs work for two-tier boards?

    Yes. In a two-tier system the supervisory board takes the non-executive role and the management board the executive role. We use your own terms and your own governance code.

  • Is the program built around our own company?

    Yes. Every program is run for one company and works on its own situation, with input from its own managers, under strict confidentiality. We adapt it to your industry, size and governance before it starts.

  • Do participants need technical knowledge?

    No. The programs are written for executives and directors. We explain what AI can and cannot do in plain business terms, and participants try it themselves.

  • Where do the programs take place?

    At your company, in your boardroom or at a venue of your choice, or on campus at Columbia Business School in New York.

  • What happens after the program?

    An optional review once the first results are in. To put the strategy into practice, the executive team can continue with a guided implementation track.

Find the program that fits

Tell us about your company and who should take part. We will propose the program that fits and how to adapt it.