Your board asks 'what's our AI strategy?' every quarter and gets a different answer each time. They see competitors announcing AI wins and wonder if you're falling behind. They don't know what questions to ask, what metrics matter, or whether your AI investments are actually working.
Board AI illiteracy — directors can't distinguish genuine AI capabilities from vendor hype, and they're making investment decisions without understanding the technology.
No consistent AI reporting — every quarter the board gets a different format, different metrics, and a different story. There's no baseline and no way to track progress.
Competitors are outpacing you — or at least that's what the press releases say. Your board reads the headlines and panics, but nobody can provide an honest competitive assessment.
AI investments are happening with no accountability — money goes in, but nobody tracks whether the AI initiatives are delivering ROI or burning cash.
A structured advisory approach that keeps leadership informed and accountable on AI progress. Not a full-time engagement — quarterly briefings, monthly check-ins, and on-call advisory when decisions need to be made.
Assess current board AI literacy, audit existing AI reporting and metrics, and establish a clear starting point for what leadership knows and what they need to know.
Create a reporting framework and dashboards tailored to your board — the right metrics, the right format, the right frequency. No jargon, no vanity metrics.
Deliver quarterly AI landscape briefings covering industry trends, competitive intelligence, and your AI portfolio performance. Board-ready, executive-clear.
Ongoing strategic advisory — monthly calls, on-demand guidance for AI investment decisions, competitive intelligence updates, and preparation for board AI discussions.
A structured approach to keeping leadership informed and accountable on AI progress. Built from experience presenting to boards and C-suites across 25+ companies and advising investors on AI portfolio decisions.
Your board keeps asking 'what's our AI strategy?' and getting inconsistent answers. AI investments are happening but nobody tracks whether they're working. You need a trusted advisor to cut through AI hype and give leadership honest, actionable intelligence — without the commitment of a fractional executive.
Fractional leadership means I embed in your team 2-3 days per week and own AI execution. Board advisory is lighter — quarterly briefings, monthly calls, and on-demand guidance. I inform and advise your board; I don't run your AI program. If you need hands-on execution, fractional leadership is the right engagement. If you need strategic oversight and accountability, board advisory is more appropriate.
Three sections: (1) AI landscape — what's changed in the industry, what competitors are doing, what matters for your business; (2) Portfolio performance — how your AI initiatives are tracking against KPIs, what's working, what's not; (3) Recommendations — specific decisions the board should make, investments to continue or cut, and strategic pivots to consider. Each briefing is designed for a 30-minute board slot with detailed backup materials.
Yes. I can attend board meetings as an invited advisor to present AI briefings, answer technical questions, and provide real-time guidance on AI discussions. This is included in the quarterly retainer. Many clients find it valuable to have an independent technical voice in the room — especially when evaluating AI investments or vendor proposals.
Honest, research-backed assessment of competitor AI capabilities — not just what they announce in press releases, but what's actually in production, what's vaporware, and what it means for your competitive position. This includes analysis of their technical hires, patent filings, product features, and public infrastructure signals. No speculation, no FUD — just facts your board can act on.
Quarterly retainer with a minimum of two quarters. The first quarter establishes baselines, builds the reporting framework, and delivers the initial AI literacy program. The second quarter is where the value compounds — you see trend lines, competitive shifts, and ROI tracking. Most clients continue because the intelligence becomes essential to their board cadence.
Absolutely. Many advisory relationships evolve into fractional leadership when the board realizes they need hands-on AI execution, not just oversight. The advisory engagement gives both sides a low-commitment way to work together and assess fit. If you decide to move to fractional leadership, the advisory work becomes the foundation — all the governance frameworks, dashboards, and strategic context carry over.
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