Understand what matters.
Examine AI news, tools and claims. Check the evidence and consider the implications for your clients, services and costs.
Executive AI advisory
Make sense of AI. Put it to work in your business.
One-to-one coaching for leaders in professional services. Understand what new AI developments mean for your firm, use the tools on your own work, and decide what to do next.
Start with a prepared one-day session, with further coaching arranged around your needs.
Discuss executive AI advisoryIllustrative coaching example
From an AI claim to a business decision
“AI can produce a client-ready report.”
A vendor makes this claim. What would “client-ready” need to mean for the service your firm provides?
Understand what matters. Then try it on your work.
Use AI on your own work.
Work through a briefing, proposal or decision using your approved tools and suitable source material. Practise questioning the output and checking what it misses.
Decide how to respond.
Identify a useful test, what would count as evidence, and which decisions need a person’s approval.
AI coaching for the decisions in your role.
CEO / Managing Partner
What could this AI development change for our firm?
Examine how AI could affect your services, client expectations and investment priorities. Work through the evidence and choose what to test before committing the firm.
COO / Operations Director
Where could AI help this process—and who checks the work?
Review a workflow, its handovers and the work people repeat. Identify an application to test and decide who reviews the output and owns the process.
CFO / Finance Director
Does this AI business case stand up?
Question the costs, assumptions and expected benefits. Use AI to examine financial information, then check its analysis against the source data.
CIO / CTO / Technology Director
Should we build, buy or wait?
Evaluate vendor claims against your requirements, compare options and explain the trade-offs to other leaders. Decide what evidence you need from a pilot.
People / HR / Learning Director
How will this change people’s work?
Examine which tasks may change, what staff need to learn and where support is needed. Choose practical training and ways to check whether people can apply it.
Practice / Service-Line Leader
Can we use this in a client deliverable?
Apply AI to a specialist task, compare recommendations and check their sources. Decide what needs your review before the work reaches a client.
Your questions. Your tools. Your work.
Before we meet, we agree what you want to work on and prepare the session. Bring work samples you are allowed to share and access to your approved AI tools.
Agree the work
Choose your questions, current tools and suitable work samples before the session.
Examine what is changing
Look at relevant AI developments and consider what they could mean for your business.
Work through a task
Use AI on the selected work. Question its answers and check the source material.
Record the next steps
Write down the checks, the next experiment and the decisions to follow up.
What you take away
- Worked examples using your own tools and suitable work samples.
- A checklist for assessing AI claims and checking outputs.
- Written next steps for what to try and what to review.
Keep working through what changes.
Further coaching is arranged separately. We can examine new developments, review what happened when you tried the approach and work through the next question.
For leadership teams
Need your leadership team to agree what comes next?
Executive AI Alignment
Two half-days · 5–10 leaders
A workshop for leadership teams, rather than a group version of one-to-one coaching. Use practical exercises and discussion to agree how your firm will put AI to work.
Available as a standalone workshop.
Discuss a leadership workshopBring the different views into the room
Participants share their questions and current views before the workshop. Together, examine where expectations differ and work through practical AI exercises.
Agree a place to start
Choose a first workflow to test, agree who owns it and discuss which risks are acceptable and where people need to review the work.
What the team takes away
- A summary of the team’s different views.
- A record of the decisions, owners and agreed risks.
- Actions for the next 30, 60 and 90 days.
Let’s talk
Tell us what you need to understand or put into practice.
Describe your role and the question or task you want help with. If you are enquiring for a leadership team, tell us what you need to agree.
Meet the people you could work with