A half-day AI workshop for leadership teams
Your leadership team has heard a dozen AI pitches this quarter. They came from vendors, from staff and from the board, and nobody in the room agrees on which ones matter. The Executive AI Session is a four-hour AI workshop for leadership teams in that spot. So the team goes through each pitch together and leaves with a ranked list and a name against every item.
Most of your peers are past the question of whether to use AI. Stanford’s 2025 AI Index Report found that 78% of organizations used AI in 2024, up from 55% the year before. The harder question is which projects deserve the next round of money and attention, and that is what the session settles.
How the AI workshop for leadership teams runs
First, Joe has a 30-minute call with the sponsor. Attendees then get a short pre-read, and we collect the AI initiatives and claims already in play in your organization. That way the room works on its own list.
In the room, the team runs each item through four questions. We call them the Four Unlocks:
- Context: does the system have access to the documents and data the task needs?
- Agency: can it act, or only suggest?
- Scale: do we know its error rate on our work, and who is watching?
- Workflow redesign: would the process around it change if this step became free?
Each answer points to a different fix. By the end, every item has the question that holds it back written next to it, and the list has an order.
People vote with dots on a shared board and answer live polls. We skip breakout rooms, because leadership teams need the time for decisions. We also plan the agenda long, since real discussion runs slower than any desk estimate.
What your team has on Monday
- Your AI initiatives, each tagged with the question holding it back.
- A ranked shortlist: what to do now, what to do next, and what to stop.
- An owner and a first decision for each item on the shortlist.
- A written summary within 48 hours.
- An optional follow-up call at 30 days.
Who it suits, and when to skip it
The session suits a CEO and leadership team of 8 to 20 people. It runs for four hours with a break, either on-site or on Zoom. We last ran it in October 2026 for a 16-person leadership team at a global industrial manufacturer.
It is the wrong choice if you want a talk about what AI might do someday. The session works on your own list, so it needs the people who can make decisions in the room. For mid-sized firms it is usually the first step, as the AI training for mid-sized companies page shows.
Questions we get
Do our executives need technical background?
No. The four questions are business questions. Where a technical answer matters, we say so and name who on your team should own it.
Is this a vendor pitch?
No. AdTelic sells no AI software. When a tool comes up, the team asks which of the four questions it answers, and the brand comes later.
What happens after the session?
Often nothing more from us, because we write the summary for your team to act on. If the shortlist needs trained staff, the AI Champions Program is the next step. If it needs engineering, we scope implementation separately. You can compare all the options on the AI training programs page.
How much does it cost?
It depends on group size and whether we come on-site. We quote after the discovery call.
Book a 30-minute discovery call
Tell us who would be in the room and what is on the table. Then we will tell you whether a session is the right first step.