Pre-work
Pre-work
Complete these four short tasks before the workshop. They take about 20 minutes total and will help your team hit the ground running on workshop day.
List all your current and planned AI initiatives. Include everything from early ideas to actively deployed solutions. There are no wrong answers -- even a one-line idea counts.
Based on Power & Prediction by Agrawal, Gans & Goldfarb. These five questions help you reflect on where your organization sits in its AI journey. Select the answer that best describes your current situation.
Share your organization's strategic context so the workshop can be tailored to your specific situation. Your answers will shape the exercises and discussions on workshop day.
A 2-minute introduction to the Strategy Map concept. Read through this before the workshop so you have a shared language with the rest of the group.
A Strategy Map is a visual tool developed by Robert Kaplan and David Norton (the creators of the Balanced Scorecard). It shows how an organization creates value by connecting strategic objectives across four perspectives -- from foundational capabilities at the bottom to financial outcomes at the top.
Think of it as the "blueprint" behind your strategy. While a strategic plan tells you what you want to achieve, a strategy map shows you how one objective enables the next.
The power of a Strategy Map lies in the cause-and-effect logic that flows from bottom to top. Each objective at a lower level enables objectives above it.
Reading the chain from bottom to top: deploying an AI service agent enables automated inquiry routing, which reduces customer response time, which drives revenue growth through better retention and satisfaction.
AI investments fail when they are disconnected from business strategy. A Strategy Map forces you to answer: "Which business objective does this AI initiative serve?" -- before you invest.
Most organizations have a growing list of AI ideas and pilots, but no shared view on how they connect to strategic goals. The AI Strategy Map solves this by placing every AI initiative in the context of a cause-and-effect chain. This makes it possible to prioritize, sequence, and communicate AI investments in the language of business outcomes.
In the workshop, your leadership team will build your organization's AI Strategy Map together. You will define strategic objectives across all four perspectives, map your AI initiatives to those objectives, identify gaps and dependencies, and leave with a prioritized roadmap that connects AI to business value.
Your pre-work (the initiative inventory, self-assessment, and strategic priorities you just completed) will serve as the raw material for the workshop exercises.
Your responses have been saved. The facilitator will use this input to tailor the workshop to your organization. See you on workshop day.