Phase 1: Intake & Scoping
Define the AI initiatives, business objectives, and leadership stakeholders in scope.
- Align on AI use cases and delivery context.
- Identify key leadership participants across functions.
- Establish interview schedule and artifact request list.
- Duration: 1–2 days.
Phase 2: Stakeholder Interviews
Structured sessions with technology, security, legal, product, and operations leadership to surface the real picture.
- Uncover actual AI program status and gaps.
- Capture governance, risk, and readiness signals.
- Surface vendor, data, and operating model concerns.
- Duration: 3–4 days.
Phase 3: Artifact Review
Review of existing AI policies, vendor contracts, data architecture, and security documentation.
- Assess existing policy and governance documentation.
- Review vendor and data handling agreements.
- Evaluate security controls against AI rollout plans.
- Duration: 2–3 days.
Phase 4: Readout & Planning
Executive readout presentation and delivery of the written 90-day action plan.
- Present findings to C-suite and board stakeholders.
- Walk through prioritized governance gap register.
- Deliver sequenced 90-day action plan with clear next steps.
- Duration: 1–2 days.