Choose your first AI pilot
A nontechnical session for executives and leaders deciding where to use AI.
We assess a proposed use case: what the demo shows, what it leaves unanswered, and what a first pilot would need to test.
- Format
- 75-minute briefing or 3-hour workshop
- Experience
- No coding required
Assess the tasks your team has in mind
We compare two or three tasks your team is considering, looking at who would use AI, what information it would need, what could go wrong and who would catch the error.
In the workshop, you produce a use-case shortlist and a first-pilot worksheet: a clear scope, an owner, evidence of success, and a reason to stop if the experiment isn’t working.
The 75-minute briefing covers the assessment process and leaves time for discussion. Choose the three-hour workshop to work on the pilot worksheet.
Try the pilot worksheetPractise with a fictional use case
For one exercise, we look at a fictional training team using an AI-generated presentation and a Q&A assistant. You decide what the assistant can use, when it should hand over to a person, and how a wrong answer gets corrected.
The exercise uses fictional material, so you can examine these decisions without sharing confidential information.
See a sample three-hour agenda
| Activity | Minutes | Activity and output |
|---|---|---|
| Context and decisions | 15 | Identify the decisions participants need to make about AI. |
| Capability and limitations | 30 | Compare a demonstration with a dependable workflow; identify unanswered questions. |
| Use-case assessment | 35 | Evaluate two or three candidate tasks against usefulness, exposure, and feasibility. |
| Break | 10 | Pause before the more detailed planning work. |
| Safeguards and ownership | 30 | Specify which data AI can use, who reviews its output, and when to escalate or stop. |
| First-pilot worksheet | 40 | Define scope, baseline, owner, success evidence, review date, and stop conditions. |
| Challenge and next steps | 20 | Peer-review the proposal and identify what remains unresolved. |
Before we meet
We agree the audience, decision context, examples, and any tools or topics to exclude. We’ll also confirm group size and accessibility needs.
This is practical education, not legal advice, compliance certification, or a complete AI governance programme. Your security, privacy, and specialist reviews still matter.
Plan an executive session
Tell me who’s involved, which tasks you’re considering and what you need to decide. I’ll use that to plan the examples and discussion.