Direction & Portfolio
Decide what AI should improve, which projects matter and what the company should stop, combine or fund.
The free Playbook gives your leadership team 36 questions across six parts of AI delivery. Use it to find duplicated work, missing owners and problems that one team cannot fix alone. You can run it without us.
The PDF includes the six-part model, practical exercises and the complete Scorecard.
A strong tool choice can still fail because people lack time, data access is unclear or nobody owns the workflow. The Scorecard helps you see those links.
Decide what AI should improve, which projects matter and what the company should stop, combine or fund.
Give people the time, skills and support to change how the work gets done.
Choose which tools and models the company will support, how people get access and what the limits are.
Choose the right approach for each job and make sure somebody is responsible for every workflow, agent or app people rely on.
Give AI useful company knowledge while making sure the information is current and only the right people can use it.
Set practical rules and track whether the work is useful, safe and worth the money.
The pattern matters more than the total. One missing decision may explain why several projects are stuck.
Practices you can point to, with an owner and examples from more than one team.
Questions with no clear answer, owner or working practice behind them.
One part of the company holding another back, such as an agent waiting for a decision on data access.
Claims that clash with the facts, such as rapid growth with no way to check whether the live work is good enough.
A good model will not fix a badly designed workflow. Training will not fix missing authority. The Scorecard gives the executive team a practical way to discuss those problems.
The answers should tell you whether the problem is broad, narrow or already under control.
If the same unanswered questions appear across several teams, the executive team needs to deal with them together. A 4–6-week Blueprint is usually the right starting point.
If one workflow or agent is stuck because nobody has decided whether to buy a tool or build one, a focused piece of work may be enough.
If the answers are clear and the work is moving, keep going. Run the Scorecard again when the situation changes.
Send us the situation and we will tell you what we think, including when we think you do not need us.
Talk to us →Yes. Add your name, work email and company and we will send the complete PDF. You do not need to book a call.
Thirty-six questions, six for each part of AI delivery. It includes a scoring guide and prompts to help you spot gaps, blocks and conflicting answers.
No, though it is most useful when several teams, tools or workflows are moving at different speeds.
No. A Blueprint makes sense when problems cross teams and need executive decisions. A smaller piece of work may be enough for a narrower problem.
We do the interviews and review the evidence independently. We then run the executive working sessions and, where agreed, help design or deliver the next work.