Toolkit
Post-workshop
AI Strategy Map Workshop

Post-workshop deliverables

Templates for all five client deliverables, follow-up email, and next-workshop transition. Complete and send within 48 hours of the workshop.

AI Strategy Map

The polished, visual representation of the client's AI strategy across all four Balanced Scorecard perspectives. This is the primary artifact: the single-page view that shows how AI investments connect to business outcomes.

Deliver within 48 hours

[CLIENT_NAME] AI Strategy Map

Date: [WORKSHOP_DATE]  ·  Facilitator: [FACILITATOR_NAME]  ·  Participants: [PARTICIPANT_NAMES_AND_ROLES]

Financial Perspective
[F1: e.g., Increase revenue through AI-enabled services]
[F2: e.g., Reduce operational cost by 15%]
[F3: e.g., Improve profit margins via automation]
Customer Perspective
[C1: e.g., Faster time-to-resolution for service requests]
[C2: e.g., Personalized customer experiences at scale]
[C3: e.g., Higher customer satisfaction (NPS +10)]
Internal Process Perspective
[P1: e.g., Automate document processing pipeline]
[P2: e.g., Implement predictive maintenance]
[P3: e.g., Deploy AI-assisted quality control]
[P4: e.g., Streamline compliance monitoring]
Learning & Growth Perspective
[L1: e.g., Build AI literacy across all business units]
[L2: e.g., Establish AI Center of Excellence]
[L3: e.g., Develop responsible AI governance framework]

Strategic Themes

Strategic themes are vertical chains that connect objectives across all four perspectives, showing how foundational investments in learning and process drive customer value and financial outcomes.

Theme Color Financial Customer Process Learning & Growth
[Theme 1: e.g., Operational Excellence] [F2] [C1] [P1, P2] [L1]
[Theme 2: e.g., Customer Intimacy] [F1] [C2, C3] [P3] [L2]
[Theme 3: e.g., Risk & Compliance] [F3] [C1] [P4] [L3]
How to read this map
Financial Perspective (outcomes)
Customer Perspective (value proposition)
Internal Process (operations)
Learning & Growth (capabilities)
Cause-and-effect link
Strategic objective

Read bottom-up: investments in Learning & Growth enable improved Internal Processes, which deliver Customer value, which drives Financial results. Vertical color-coded chains represent strategic themes.

Facilitator Notes

  • Transfer objectives from the workshop canvas to this polished template
  • Ensure every objective has at least one cause-and-effect link to a perspective above it
  • Validate strategic themes: each theme should connect at least one objective in each perspective
  • Flag any "orphan" objectives (no links up or down) for follow-up discussion
  • Apply color coding consistently per theme across all four perspectives
  • Recommended tool: PowerPoint, Miro, or Figma for the final visual

Initiative Portfolio Assessment

A structured evaluation of all AI initiatives identified during the workshop, scored on Strategic Impact, Feasibility, and Readiness. Provides the data-driven basis for prioritization and sequencing decisions.

Deliver within 48 hours

[CLIENT_NAME] AI Initiative Portfolio Assessment

Date: [WORKSHOP_DATE]  ·  Facilitator: [FACILITATOR_NAME]

Summary Statistics

[N]
Total Initiatives
[N]
Now (0-90 days)
[N]
Next (90-180 days)
[N]
Later (180+ days)

Priority Matrix

Position each initiative as a bubble on the matrix below. X-axis = Feasibility (technical and organizational readiness to execute). Y-axis = Strategic Impact (alignment to strategy map objectives and business value). Bubble size = Readiness score.

Bubble chart placeholder

Create in PowerPoint or Excel: plot each initiative with Feasibility (x), Strategic Impact (y), and Readiness (bubble size)

Low Feasibility High Feasibility

Y-axis: Low Strategic Impact (bottom) to High Strategic Impact (top)

Detailed Initiative Scoring

# Initiative Objective(s) Served Strategic Impact Feasibility Readiness Total Priority Owner
1 [Initiative name] [F1, C2] [1-5] [1-5] [1-5] [/15] Now [Name]
2 [Initiative name] [P2, L1] [1-5] [1-5] [1-5] [/15] Now [Name]
3 [Initiative name] [C1, P3] [1-5] [1-5] [1-5] [/15] Next [Name]
4 [Initiative name] [F3, P4] [1-5] [1-5] [1-5] [/15] Next [Name]
5 [Initiative name] [L2, L3] [1-5] [1-5] [1-5] [/15] Later [Name]

Scoring guide: 1 = Very Low, 2 = Low, 3 = Medium, 4 = High, 5 = Very High. Total = sum of three scores (max 15). Now = 12-15, Next = 8-11, Later = 3-7.

Gap Analysis

Identify strategy map objectives that have no supporting initiatives. These represent strategic blind spots that need attention.

Objective (No Initiatives) Perspective Strategic Theme Risk / Implication Recommended Action
[Objective ID & name] [Financial / Customer / Process / Learning] [Theme name] [What happens if this is not addressed] [Suggested initiative or follow-up]
[Objective ID & name] [Perspective] [Theme name] [Risk / implication] [Suggested action]

Cluster Analysis

Identify objectives with too many overlapping initiatives (3 or more initiatives targeting the same objective). This may signal resource competition or scope confusion.

Objective # Initiatives Initiatives Overlap Risk Recommendation
[Objective ID & name] [N] [List of initiative names] [High / Medium / Low] [Consolidate, sequence, or differentiate scope]

Recommendations

Recommendation 1
Top Priority Initiatives

[Summarize the 2-3 "Now" initiatives that should start immediately and why they scored highest. Reference which strategy map objectives they serve and their expected impact.]

Recommendation 2
Address Strategic Gaps

[Describe which objectives have no supporting initiatives and recommend whether the client should develop new initiatives, repurpose existing ones, or accept the gap as a conscious choice.]

Recommendation 3
Resolve Clusters and Dependencies

[Describe any objectives with too many competing initiatives. Recommend consolidation, phasing, or clearer scope boundaries. Note any critical dependencies between initiatives.]

Recommendation 4
Resource and Governance Considerations

[Provide guidance on resource allocation across the portfolio. Recommend governance structure (e.g., steering committee cadence, reporting framework, decision rights) to keep the portfolio on track.]

90-Day AI Roadmap

An actionable implementation plan for all "Now" priority initiatives, broken into three 30-day phases with clear milestones, owners, and success metrics. Designed to create visible momentum in the first quarter after the workshop.

Deliver within 48 hours

[CLIENT_NAME] 90-Day AI Roadmap

Start date: [START_DATE]  ·  End date: [END_DATE]  ·  Prepared by: [FACILITATOR_NAME]

Phase Overview

Foundation (Days 1-30)
  • Establish governance structure
  • Assign initiative owners
  • Secure initial budgets
  • Launch quick wins
  • Set up tracking cadence
Acceleration (Days 31-60)
  • Execute pilots and MVPs
  • Collect first results data
  • Iterate based on feedback
  • Begin stakeholder communication
  • Address emerging blockers
Scale (Days 61-90)
  • Evaluate pilot outcomes
  • Decide go / no-go for scale
  • Plan resource ramp-up
  • Document lessons learned
  • Prepare Q2 roadmap

Initiative Detail Plans

Complete one block per "Now" priority initiative from the portfolio assessment.

[Initiative 1 Name]
Owner: [OWNER_NAME, ROLE]
Phase 1: Foundation
  • [Milestone 1.1]
  • [Milestone 1.2]
  • [Milestone 1.3]

Success metric: [e.g., Project charter approved, team staffed]

Phase 2: Acceleration
  • [Milestone 2.1]
  • [Milestone 2.2]
  • [Milestone 2.3]

Success metric: [e.g., MVP live with 10 users, feedback collected]

Phase 3: Scale
  • [Milestone 3.1]
  • [Milestone 3.2]
  • [Milestone 3.3]

Success metric: [e.g., Full rollout decision made, ROI validated]

Dependencies
[e.g., Data platform upgrade, vendor contract, hiring]
Budget Indication
[e.g., EUR 25,000 - 50,000]
[Initiative 2 Name]
Owner: [OWNER_NAME, ROLE]
Phase 1: Foundation
  • [Milestone 1.1]
  • [Milestone 1.2]
  • [Milestone 1.3]

Success metric: [Measurable outcome]

Phase 2: Acceleration
  • [Milestone 2.1]
  • [Milestone 2.2]
  • [Milestone 2.3]

Success metric: [Measurable outcome]

Phase 3: Scale
  • [Milestone 3.1]
  • [Milestone 3.2]
  • [Milestone 3.3]

Success metric: [Measurable outcome]

Dependencies
[List key dependencies]
Budget Indication
[EUR range]
[Initiative 3 Name]
Owner: [OWNER_NAME, ROLE]
Phase 1: Foundation
  • [Milestone 1.1]
  • [Milestone 1.2]
  • [Milestone 1.3]

Success metric: [Measurable outcome]

Phase 2: Acceleration
  • [Milestone 2.1]
  • [Milestone 2.2]
  • [Milestone 2.3]

Success metric: [Measurable outcome]

Phase 3: Scale
  • [Milestone 3.1]
  • [Milestone 3.2]
  • [Milestone 3.3]

Success metric: [Measurable outcome]

Dependencies
[List key dependencies]
Budget Indication
[EUR range]

Quick Wins

Small, visible actions that build momentum in the first two weeks. These demonstrate progress and create psychological buy-in for the larger roadmap. (Switch: "shrink the change" -- make the first step so small it feels easy.)

Quick Wins (Week 1-2)
  1. [Quick win 1: e.g., Share strategy map visual with all workshop participants for validation]
  2. [Quick win 2: e.g., Schedule weekly 30-min AI steering check-in with initiative owners]
  3. [Quick win 3: e.g., Identify one existing tool that can be AI-enhanced with zero procurement]
  4. [Quick win 4: e.g., Create a shared channel/space for AI initiative updates and wins]
  5. [Quick win 5: e.g., Run a 2-hour AI demo session for the broader leadership team]

Risk Register

# Risk Likelihood Impact Mitigation Owner
R1 [e.g., Key sponsor leaves organization] [Low / Medium / High] [Low / Medium / High] [e.g., Ensure dual sponsorship, document rationale] [Name]
R2 [e.g., Data quality insufficient for AI models] [Likelihood] [Impact] [Mitigation strategy] [Name]
R3 [e.g., Budget reallocation during Q2 planning] [Likelihood] [Impact] [Mitigation strategy] [Name]
R4 [e.g., Organizational resistance to process change] [Likelihood] [Impact] [Mitigation strategy] [Name]
R5 [e.g., Vendor/technology lock-in] [Likelihood] [Impact] [Mitigation strategy] [Name]

Executive Summary

A concise 2-page summary for the executive sponsor and stakeholders who were not in the room. Designed to be forwarded to the board or leadership team. Complete within 48 hours while the workshop is still fresh.

Deliver within 48 hours
Digital Bricks Confidential

[CLIENT_NAME] AI Strategy Map Workshop — Executive Summary

Date: [WORKSHOP_DATE]  ·  Location: [LOCATION]  ·  Facilitated by: [FACILITATOR_NAME], Digital Bricks

Section 1
Strategic Context

[CLIENT_NAME] operates in [INDUSTRY], where AI adoption is [accelerating / emerging / mature]. The organization currently [brief description of AI maturity level, e.g., "has piloted several AI tools in customer service but lacks a unified strategy for scaling across business units"]. This workshop was convened to [purpose, e.g., "align the leadership team on where AI investments should be directed to support the 2026-2028 strategic plan"].

Section 2
Key Findings
  • [Finding 1: e.g., "The leadership team identified 12 potential AI initiatives but had no shared framework for evaluating which ones to pursue first"]
  • [Finding 2: e.g., "There is strong alignment that AI should first address operational efficiency (internal processes) before pursuing revenue-generating applications"]
  • [Finding 3: e.g., "Data readiness is the primary bottleneck -- 3 of 5 top-priority initiatives require data infrastructure investments before AI deployment"]
  • [Finding 4: e.g., "AI literacy varies significantly across business units, creating uneven adoption capacity"]
  • [Finding 5: e.g., "The organization lacks a formal AI governance framework, which creates risk as adoption scales"]
Section 3
AI Strategy Map

The workshop produced a unified AI Strategy Map connecting [N] strategic objectives across four perspectives (Financial, Customer, Internal Process, Learning & Growth), organized into [N] strategic themes.

See full strategy map deliverable for the complete visual with cause-and-effect linkages.

Financial
[F1]
[F2]
Customer
[C1]
[C2]
Process
[P1]
[P2]
Learning & Growth
[L1]
[L2]
Section 4
Priority Initiatives

From the [N] initiatives evaluated, the following three were scored highest on Strategic Impact, Feasibility, and Readiness:

  1. [Initiative 1 name] — [One-line rationale, e.g., "Highest impact on revenue with existing data infrastructure and proven technology"]
  2. [Initiative 2 name] — [One-line rationale, e.g., "Addresses the most critical customer pain point identified in pre-work"]
  3. [Initiative 3 name] — [One-line rationale, e.g., "Foundational capability that enables three other initiatives on the roadmap"]
Section 5
Recommended Next Steps
  1. [Next step 1: e.g., "Appoint an AI Strategy Owner within the executive team by end of this week"]
  2. [Next step 2: e.g., "Validate the strategy map with the broader leadership team in a 90-minute review session"]
  3. [Next step 3: e.g., "Kick off the top-priority initiative within 2 weeks using the 90-day roadmap"]
  4. [Next step 4: e.g., "Establish a monthly AI steering committee meeting with initiative owners"]
  5. [Next step 5: e.g., "Consider the Playing to Win AI Strategy Sprint to define the competitive strategy behind these investments"]
Section 6
Appendix References
  • Deliverable 1: AI Strategy Map (full visual with all objectives and linkages)
  • Deliverable 2: AI Initiative Portfolio Assessment (scoring, gap analysis, recommendations)
  • Deliverable 3: 90-Day AI Roadmap (phased implementation plan with milestones)
  • Pre-work data: AI Initiative Inventory and Self-Assessment responses
  • Workshop materials: Facilitated canvases, photos, and participant notes

Prepared by: [FACILITATOR_NAME], Strategy & Governance Practice

Digital Bricks · digitalbricks.ai

Digital Bricks

Follow-Up Email Template

Pre-written follow-up email to send to all workshop participants within 48 hours. Includes thank you, deliverable summary, key decisions, next steps, and a natural bridge to the next workshop offering.

Send within 48 hours

Transition to Next Workshop

A ready-to-use pitch section for the Playing to Win AI Strategy Sprint. Use in conversation, proposals, or append to the follow-up email when the client shows interest in going deeper on competitive strategy.

Use in follow-up conversations

Why the Playing to Win Sprint Is the Logical Next Step

The AI Strategy Map answers "Where should AI create value?" by connecting AI objectives to business outcomes across all four Balanced Scorecard perspectives. But a map without a competitive strategy is a list of good intentions.

The Playing to Win — AI Strategy Sprint answers the harder question: "How will we win with AI?" It forces five interconnected choices that turn a strategy map into a defensible competitive position.

Playing to Win — AI Strategy Sprint

A half-day facilitated session that translates your AI Strategy Map into a competitive AI strategy using Lafley & Martin's Strategic Choice Cascade.

4 hours
Half-day format
EUR 7,500
Investment
5 choices
Strategic Choice Cascade
The 5-Question Strategic Choice Cascade
  1. What is our winning aspiration? — Define the purpose and ambition of your AI strategy in business terms
  2. Where will we play? — Choose which business areas, customer segments, and use cases to focus AI investment on
  3. How will we win? — Determine your competitive advantage through AI: cost leadership, differentiation, or speed
  4. What capabilities must be in place? — Identify the people, process, data, and technology requirements
  5. What management systems are required? — Design the governance, measurement, and feedback loops to sustain the strategy

From Strategy Map to Winning Strategy

Here is how the two workshops connect:

AI Strategy Map Workshop Playing to Win Sprint
Core question Where should AI create value? How will we win with AI?
Framework Kaplan & Norton Strategy Map Lafley & Martin Strategic Choice Cascade
Output Strategy map + prioritized portfolio Competitive AI strategy on a page
Duration Full day (6 hours) Half day (4 hours)
Investment EUR 10,000 EUR 7,500
Best for Leadership alignment on AI direction Competitive positioning and resource commitment

Suggested Positioning in Conversations

Option A — In the follow-up email
Soft bridge

"Many organizations find that after mapping where AI should go, the natural next step is deciding how to win. Our Playing to Win AI Strategy Sprint is designed for exactly this. Happy to share more details."

Option B — In a follow-up call
Direct recommendation

"You now have a clear map of where AI should create value. The question I would recommend addressing next is: what is your competitive strategy for AI? How is this different from what your competitors are doing? The Playing to Win Sprint is a focused 4-hour session that answers exactly that question. It builds directly on the strategy map work we did together."

Option C — In a proposal
Package deal

"We recommend combining the AI Strategy Map with the Playing to Win Sprint as a two-session strategic package. Session 1 aligns the team on where to invest in AI. Session 2 defines how to win with those investments. Together, they produce a complete AI strategy — from objectives to competitive positioning — in less than two weeks."

Full Workshop Sequence

For clients who want a comprehensive strategic foundation for AI, the three workshops build on each other:

  1. AI Strategy Map Workshop (full day, EUR 10,000) — Where should AI create value?
  2. Playing to Win AI Strategy Sprint (half day, EUR 7,500) — How will we win with AI?
  3. AI Adoption Accelerator (full day, EUR 12,000) — How do we get people on board?

Combined investment: EUR 25,000 – 30,000 — leading to an Embedded Partner retainer for ongoing strategic support.