Most companies have bought AI.Far fewer have changed how work gets done.
The Executive AI Briefing is a 90-minute working session for your leadership team. It is not a general AI course.
Everything in the room is built around how your organisation works, and it ends with three decisions made and a 30-day plan to act on them.
- Format
- 90 minutes
- For
- ≤ 8 leaders
Three decisions, made in the room
The gap between having AI tools and using them is organisational, not technical. Closing it starts with three decisions most leadership teams haven’t yet made.
First team and first workflow
Where you start, so effort goes somewhere measurable instead of everywhere at once.
Data policy owner and publish date
Who decides what information may go into AI tools, so your people can use them safely without asking each time.
Baseline and measure of success
How you will know, in eight weeks, whether it worked.
The Briefing Deliverable
Four things, sent to you within 24 hours of the session.
Your team’sAI usetoday
Before the session, your leadership team and the layer below each complete a two-minute anonymous survey.
You receive the results as a clear picture of which AI tools people are actually using day to day, approved or not, and what kinds of information are going into them. Most leadership teams find the real picture differs from the one they assumed, which is why every later decision starts here.
Your workflowshortlist
Eight to ten of your organisation’s recurring workflows, such as the month-end close, a weekly report or a client proposal, each screened during the session.
For every workflow, the shortlist shows where AI can safely help, where it should not be used at all, and why. It tells you where to start, and just as usefully, what to leave alone.
A one-pagedata policy
A plain-language policy that answers one question: what information may go into which AI tools.
It is drafted for your organisation before the session and edited by your team in the room, so it leaves ready to publish rather than waiting months in review. With it in place, your people can use AI tools safely without asking permission each time.
Your 3 decisionsand a 30-day plan
The 3 decisions made in the session, written up with an owner and a date against each.
The 30-day plan sets out what happens week by week, from measuring today’s baseline to rebuilding the first workflow, so the decisions turn into a measured result rather than a good meeting.
From confirmation to a measured result
Numbers are days before or after the session.
- −7
Survey
A two-minute anonymous survey to your leadership and the layer below.
- −5
Prep call
Thirty minutes to understand how your organisation works and agree the agenda.
- 0
The session
Ninety minutes, hands-on, on your own workflows. Three decisions made.
- +1
Deliverable
The Briefing Deliverable arrives, including your 30-day plan.
- +7
Follow-up
A short call to check the decisions are holding.
- Wk 1–4
30-day plan
Baseline, publish the policy, train your team, rebuild one workflow.
- Wk 8
Measure
The result, measured against the baseline agreed in the session.
Nothing confidential is needed for the session itself. Allow about two weeks from booking to the session.
Bryan G. Joseph
Founder of Swifty Advisory Asia. I began my career in audit at KPMG Malaysia, then joined Common Ground’s founding team, leading its expansion into the Philippines and Thailand and heading the business in both markets.
I now work with leadership teams across Southeast Asia to adopt AI in ways that make a measurable difference to productivity and the bottom line. More about Swifty Advisory Asia