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Discovery & Gap Assessment

A structured 2-week sprint to assess your AI maturity, identify opportunities, and deliver a board-ready roadmap with prioritized initiatives.

Duration

2 weeks

Deliverables

Scorecard, heatmap, board brief

Format

Intensive sprint

You'll leave with an AI maturity score, opportunity heatmap, and a 12-slide executive brief ready for your board—the same outputs I use with ongoing advisory clients.

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What You'll Receive

Three strategic documents designed to give your leadership team clarity and confidence in your AI journey

Maturity Assessment

Executive scorecard across 8 capability dimensions with peer benchmarks, risk flags, and a clear maturity rating your board can grasp in minutes.

Strategic Roadmap

12-month roadmap sequencing quick wins and foundational builds, with owners, investment ranges, and KPI targets for the first 90 days.

Pilot Charter

Pilot charter detailing business case, data requirements, success metrics, governance checkpoints, and change-management talking points.

Board-Ready Package

The final deliverable is an executive briefing kit you can present immediately—crafted to answer the questions boards, investors, and senior stakeholders ask most.

12-slide executive deck covering current state, investment thesis, prioritized roadmap, and risk mitigations.

Two-page investment memo summarizing ROI assumptions, required resources, and decision-ready next steps.

Risk & governance snapshot with data, compliance, and change-management considerations plus recommended owners.

30-day post-engagement check-in to review early momentum and resolve any questions from leadership.

The 2-Week Sprint

A proven process that delivers clarity without disrupting your operations

Days 1-3

Discovery & Stakeholder Interviews

Understanding your business context, goals, and constraints

  • 90-minute executive kickoff to align on objectives and constraints
  • 4-6 stakeholder interviews across operations, technology, and finance
  • Data and process inventory to capture the current state
Days 4-7

Analysis & Opportunity Mapping

Identifying high-impact AI opportunities specific to your business

  • Process and customer journey mapping workshops (2 sessions)
  • Data readiness scoring across quality, accessibility, and governance
  • Opportunity heatmap evaluating value, effort, and timeline
Days 8-10

Roadmap Development

Creating your prioritized implementation plan

  • Initiative prioritization matrix with value vs. feasibility
  • Investment ranges, resource assumptions, and dependency mapping
  • Risk and compliance review with recommended guardrails
Days 11-14

Documentation & Presentation

Delivering board-ready materials and recommendations

  • Executive playback session with your leadership team (60 minutes)
  • Delivery of briefing deck, investment memo, and pilot charter
  • Leadership Q&A plus 30-day action plan and kickoff checklist

What Success Looks Like

Each assessment produces decision-ready outputs executives can act on immediately.

Board briefing packages that have shortened approval cycles by up to 50% because stakeholders see the value, risk, and readiness on one page.

Prioritized roadmaps that identify at least three quick-win initiatives delivering measurable impact within the first 90 days.

Confidence to respond to board and investor questions on ROI, data, and risk—backed by evidence and executive-ready narratives.

Our Approach

1

Listen

Understanding your unique context, challenges, and aspirations

2

Analyze

Identifying gaps and opportunities specific to your industry

3

Prioritize

Focusing on initiatives with the highest impact and feasibility

4

Deliver

Providing clear, actionable recommendations you can implement

This Assessment Is Ideal If You're...

A CEO/Executive seeking clarity on where to start with AI

Preparing for board discussions about AI strategy

Feeling overwhelmed by vendor pitches and need neutral guidance

Looking to identify quick wins while building long-term capability

Need to align leadership on AI priorities before investing

Ready to Get Started?

Share a few details and I'll send a tailored agenda and scheduling link within one business day.

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Ready for Clarity?

Let's discuss your situation and determine if this assessment is the right fit for your organization.

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