Plan & Proof
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Add-on to the strategy

Annual update

The strategy is revisited, the portfolio reprioritised and maturity measured again. Timed before the budget, using the same model and scoring as the strategy.

Duration

2-3 weeks

Pricing model

One-off or subscription

You end up with

A status against the plan, a new maturity assessment and an updated roadmap with an investment envelope.

For you if you

Have a strategy that is a year old. Need to set next year's budget. Have use cases that do not deliver but keep running. Or have a board asking what AI has delivered.

Price and payment

An update in 2-3 weeks, strategy as a service all year with three quarterly reviews, or a 1-week maturity assessment.

What it includes

01Status of deliveries and benefits against the plan
02New maturity assessment with the same model as last time
03Scan of technology, competitors and requirements since last time
04Reprioritisation: continue, accelerate, adjust or stop
05Updated roadmap and investment envelope for next year
06Decision paper for the executive team before the budget

Why an annual update

New technology

New models and agents make new cases possible and old solutions outdated.

Show the benefit

Leadership wants to see what the investment has delivered. Fewer than 1 in 5 track clear KPIs for generative AI.

Adjust the portfolio

Some cases deliver, others should be stopped. The money should move to what works.

New requirements

The AI Act and other requirements come into force in stages. The plan has to keep up.

Four decisions for every use case

Each case is placed by value delivered and future potential, using the same scoring model as the strategy.

AccelerateHigh potential, high value: more resources and wider rollout
ContinueLow potential, high value: keep in operation and harvest the benefit
AdjustHigh potential, low value: change scope, data or owner, and set a new deadline
StopLow potential, low value: stop the case and move the money to what works

Six steps in 2-3 weeks

Quarterly reviews keep the strategy alive between the annual updates.

Week 11. StatusDeliveries and benefits against the plan, reviewed with the benefit ownersStatus against plan
Week 12. New maturity assessmentSame model and same questions as last yearMaturity then and now
Week 1-23. Scan of the outside worldTechnology, competitors and requirements since last timeNew opportunities and requirements
Week 24. ReprioritiseContinue, accelerate, adjust or stop for each caseNew portfolio
Week 2-35. Roadmap and envelopeNew sequence and investment envelope for next yearUpdated roadmap
Week 36. DecisionThe executive team approves before the budget is setDecision and budget

How we can work together

Subscription

Strategy as a service

All year

Three quarterly reviews, an annual update before the budget and sparring as needed.

Outcome: The strategy is kept alive all year

Annual update

Strategy update

2-3 weeks

Status and new maturity assessment, portfolio reprioritisation, roadmap and investment envelope.

Outcome: An updated strategy before the budget

Door opener

Maturity assessment

1 week

Eight building blocks with the same model every time, comparison with the target picture and three recommendations.

Outcome: A quick picture of where you stand

Read more

ExampleSee an example of a data and AI strategy →
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Facing a decision on digital, data and AI?

A new CIO, a new group strategy, an ERP change, many pilots and few in production, or a board asking about AI. Call when the decision is approaching.

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