Five ways to engage. All built on Plan, Implement, Review.
Whether you're evaluating a deal, aligning a leadership team, or embedding AI into daily operations — every engagement is structured around the same management framework.
AI Due Diligence
2–4 weeksWhen you're evaluating a target, AI exposure matters — both the opportunities the business is missing and the competitive threats it's accumulating. We run a focused AI due diligence alongside your commercial workstream, assessing the target's operating model through the lens of Plan, Implement, Review. The output is a board-ready report that the investment committee can act on, not a technology inventory.
What this looks like in practice
A PE house is looking at a mid-market professional services firm. The commercial DD is strong but nobody has assessed AI exposure. We run a focused two-week AI DD: map the highest-leverage workflows, assess management's readiness to execute, identify where AI-native competitors are building structural advantages, and deliver a report with a 12-month value creation plan. The operating partner uses the value creation plan to brief the incoming management team on day one post-close.
What you get
- Current AI maturity assessment
- High-leverage workflow opportunities (ranked)
- Competitive AI threat analysis
- Management readiness evaluation
- Prioritised action plan with sequencing
- Post-acquisition AI value creation plan (12–24 months)
Executive Briefing
60–90 minutesMost leadership teams have absorbed AI through vendor pitches and press coverage. Both sources have an incentive to mystify it. This briefing strips that out. Ninety minutes with your management team, structured around the question that actually matters: how do you set objectives for AI-driven work, delegate to it effectively, and know whether it's performing? The output is a shared language your team can use immediately and a shortlist of workflows worth examining first.
What this looks like in practice
A founder has been asked by their board to present an AI strategy. They've collected vendor demos and analyst reports but can't distinguish hype from substance. The briefing reframes the question — what they need is an operating model for AI-enabled work, not a procurement decision — and gives them a structure they can present, defend, and act on.
What you get
- Shared operating model framework for AI across the management team
- Three to five prioritised workflow candidates identified during the session
- One-page Plan, Implement, Review primer for ongoing reference
- Honest assessment of which next steps are worth pursuing and which aren't
Leadership Workshop
Half dayThe half-day format is for the team that has agreed AI matters but can't agree where to start. We work through your actual workflows — not generic categories — and assess each against three criteria: is the task genuinely delegatable to AI, do you have the inputs it needs, and does your team have the review discipline to catch its failures? The output is a ranked shortlist with sequencing logic, not a strategy document that needs a second round of interpretation.
What this looks like in practice
A professional services firm's management team — four partners, each with a different view of where AI fits. The workshop doesn't try to reconcile opinions. It applies a shared framework to specific workflows and produces a ranked list both the optimists and the sceptics can work with. Two workflows go into design immediately. Three go on hold with clear criteria for when they'd be worth revisiting.
What you get
- Workflow mapping against Plan, Implement, Review criteria
- Ranked shortlist with sequencing rationale
- Implementation guide for each shortlisted workflow
- Clear criteria for evaluating whether each workflow is performing
Applied Workflow Design
Full dayThe full-day format takes a single prioritised workflow and works it through the complete design process. By end of day, you have: a precise description of the task being delegated to AI, the inputs and context it needs, the output format expected, the review checkpoint with pass/fail criteria, and the correction loop for when it gets it wrong. The design is specific enough that any capable person in your organisation can run it without us.
What this looks like in practice
A firm that completed the Leadership Workshop identified proposal drafting as their highest-leverage opportunity. The full day maps the exact briefing structure, the review checklist the partner uses before sending, the escalation logic for edge cases, and the weekly performance check. The managing partner runs the new workflow with their EA the following Monday.
What you get
- Complete Plan, Implement, Review workflow design document
- Briefing templates and input specifications
- Review checklist with pass/fail criteria
- Correction and escalation protocols
- 30-day implementation guide with performance checkpoints
Retained Advisory
MonthlyAI tools change fast. A workflow that performed well in January may produce subtly wrong output by June because the underlying model changed. Retained advisory is a structured monthly engagement: one session to review active workflows against their performance criteria, one to design or refine a new workflow. We also track which model improvements and new tools are worth your attention — and, more often, which aren't.
What this looks like in practice
A firm deployed three workflows from their Leadership Workshop. Six months in, one has degraded because the model it depends on was updated. One is outperforming its original criteria and the team wants to extend it. They've identified two new candidates. The monthly session recalibrates the degraded workflow, scopes the extension, evaluates both candidates, and parks one with a clear reason why it's not ready yet.
What you get
- Monthly performance review of active workflows against their criteria
- One new workflow design or redesign per session
- Horizon briefing on relevant model and tool changes
- Updated Plan, Implement, Review documentation
Not sure which service you need?
That's completely normal. Most engagements start with a conversation, not a purchase order. Tell us what you're trying to achieve and we'll tell you honestly what's involved.