Bring a real AI proposal on your desk, a vendor you are weighing, and your actual roadmap. The day is a working session: by the end each person has pulled apart a live case, pressure-tested a vendor pitch, and scored their own shortlist, on paper, to take back to their board.
Tear apart a real business case.
Each participant brings a proposal they are actually being asked to fund, and works it against the checklist: cost per run, the dated baseline, the success metric, the kill criterion. They mark what is missing and leave with a marked-up case and the questions they now have to ask before signing.
Run the five questions on a real pitch.
Working from a vendor pitch they are weighing (or one we supply), each person puts it through the five that expose a demo dressed as a pilot: what was the baseline, who graded the output, what did each run cost, what would have made you stop, what happens at full volume.
Output: a go or no-go call they can defend.
Sort your own use cases.
Each person lists the AI ideas live in their organization and sorts them into build, buy, or solve-it-cheaper-without-AI. They practice writing the “no” that a rule, a spreadsheet, or a hire makes the honest answer, and walk away with a shortlist and a kill list, both with reasons.
Write your guardrails.
Each participant drafts the guardrails their own workforce needs before scaling: who can run what, budget caps per person and per company, the safe-use rules, the monthly rhythm.
Output: a one-page governance sketch for their unit.
Score it, out loud.
Each person scores their top use case on feasibility, data-readiness, and impact in the same frame the strategy roadmap uses, and defends the score to the room. They leave with a first ranking they built, not one we handed them.






