A two-day immersive workshop that takes senior business leaders from foundational AI fluency to a board-ready, company-wide AI strategy. Day 1 builds working confidence in both Claude and Microsoft Copilot through hands-on exercises across finance, strategy, and operations. Day 2 turns that fluency into a structured AI strategy that participants leave ready to present to their board.
Course ID: CWRAI
Crawl, Walk, Run, Strategize: AI for Business Leaders
Learning Objectives
- Identify the distinct capabilities of Claude and Microsoft Copilot, and recognize which tool is appropriate for different business tasks.
- Recall the three elements of an effective prompt and select prompt patterns suited to finance, strategy, and operational use cases.
- Distinguish appropriate from inappropriate data inputs based on tool tier, vendor, and data sensitivity.
- Identify a North Star vision for AI adoption within their organization and recognize the strategic bets that follow from it.
- Select capability gaps across the People, Process, Data, and Technology (PPDT) dimensions using a structured self-assessment.
- Indicate the initiatives, sequencing, and ROI logic required to close those gaps across short-, medium-, and long-term horizons.
- Recognize the governance, risk, and operating model considerations required to support enterprise-wide AI adoption.
Major Topics
- The two-tool mental model: when to reach for Claude versus Microsoft Copilot
- Setting up a personal Claude Project loaded with company context that persists across sessions
- Prompting foundations and a working prompt library labelled by tool, with handoff patterns between the two
- Live application of both tools across finance (variance narratives), strategy (stress-tests, competitor framing) and operations (inbox triage, meeting recaps, process diagnostics)
- Building a North Star vision for AI adoption and translating it into three deliberate strategic bets
- Diagnosing organizational capability gaps using the People, Process, Data, and Technology (PPDT) framework
- Sequencing initiatives into a short, medium, and long-term AI adoption roadmap – Governance, policy, risk register, and approval gates appropriate for the organization’s risk posture
- A communications plan covering staff, board, and external stakeholders
- Synthesis of all outputs into a single board-ready AI Strategy document, with first prompts ready to run
Advanced Preparations
None
Who Should Attend
C-suite executives and senior business leaders — including CEOs, CFOs, COOs, CIOs, and equivalent, who are responsible for shaping or setting their organization’s AI direction. The workshop is calibrated for a cross-functional senior audience and is particularly suited to leaders in finance, accounting, strategy, and operations who need to move beyond AI curiosity to a defensible, board-ready strategy.
Fields of Study
Business Management & OrganizationPrerequisites
None. No prior AI experience is required. Participants should bring their own laptop with; Claude and Microsoft Copilot accounts will be set up during the workshop. No pre-reading or pre-work is required.