PLANAXION · AI WORKSHOP · 4 WEEKS

Decide where AI moves forward.

In four weeks, your teams qualify opportunities, verify data, and determine what to fund, prepare, reframe, or discard.

Check if the workshop is right for you
See a decision example
4 weeks · About 5 participants · 1 business unit
Example PlanAxion AI Workshop deliverables with a prioritization matrix and 90-day roadmap.
THE STARTING POINT
01
Before the workshop

AI ideas come from multiple teams, using different criteria and with little visibility into the actual value, data, or effort required.

Priorities that are hard to compare
  • Scattered ideas
  • Poorly documented value
  • Data to be confirmed
  • Hidden dependencies

Management lacks a common framework for decision-making.

1
Scattered notes and criteria before the AI Workshop, illustrating ideas that are difficult to compare and prioritize.
02
After 4 weeks

Each initiative has been evaluated against the same criteria and comes with a clear next step.

Prioritized initiatives

Ranked by value, feasibility, data, and effort.

Documented hypotheses

Expected gains and success criteria are clearly established.

Identified dependencies

Data, systems, and constraints that need addressing are visible before moving forward.

Defined next step

Every initiative leads to a decision: launch, prepare, pivot, or postpone.

2
Example prioritized AI portfolio after four weeks, with a decision matrix and roadmap.
03
A package ready for leadership.

Findings are structured to facilitate trade-offs, funding, and the transition to execution.

Decision package

Prioritized portfolio, documented hypotheses, critical dependencies, and recommendations for each initiative.

View deliverables
3
PlanAxion decision dossier with executive summary, prioritized portfolio and AI roadmap.
AI Roadmap

Selected initiatives, their sequence, and the next decisions to be made.

From AI ideas to defensible decisions.

We qualify opportunities, verify success conditions, and prioritize initiatives that truly deserve time and budget.

Decision file

Decisions · risks · trade-offs

Execution plan

Sequence · dependencies · next test

AI Workshop document for leadership with a prioritization matrix and roadmap.
PlanAxion AI roadmap showing prioritized initiatives and a 90-day action plan.
See the method

Discover how each idea moves from hypothesis to a clear decision.

A common framework

Each initiative is evaluated using the same criteria to facilitate decision-making.

Verified hypotheses

Data, constraints, and dependencies are examined before launching.

A clear next step

Launch, prepare, pivot, or postpone based on observed facts.

The process

Five checks before authorizing an AI project

Each step reduces uncertainty before an AI initiative can be funded, prepared, or discarded.

Check if the workshop is a good fitSee a decision example
1
Prepare

Pre-assessment questionnaire and AI 101 leveling to ensure a common foundation.

View the framework
2
Identify

Ideation rooted in your operational friction, not in trends.

See an example
3
Prioritize

Every idea passes through the same filter: problem, value, data, and effort.

View criteria
4
Validate data

Required data is verified for availability, reliability, and usability.

See the impact
5
Decide and deliver

Prioritized roadmap, presented and defended to leadership.

View deliverables
The right filter

Four criteria. One clear decision for every idea.

Every idea goes through the same four questions before it earns a place on the roadmap. A weak assumption does not disappear because the idea is exciting.
What to verify4 criteria
01Problem

Problem

Is it real, specific and experienced by an identifiable team?

02Value

Value

Can the gain be measured in time, quality, cost, revenue or risk?

03Data

Data

Is it accessible and reliable enough to test without a major data project first?

04Effort

Effort

Is the first test proportionate to the expected gain?

DecisionLaunch · Prepare · Reframe · Defer
Expected outcome

A good decision can be not to launch.

The goal is to reduce uncertainty before committing budget, teams and data. Every idea receives an explicit decision and a clear next step.

LaunchAll four criteria are strong enough for a limited pilot.
PrepareThe value is clear, but a dependency needs to be resolved.
ReframeThe problem, use case or success measure is still too broad.
DeferThe value or feasibility does not yet justify the investment.

The selected cases fall into quick wins, efficiency levers and strategic bets. The rest is deferred, not discarded.

The expected impact must be measurable.

Example impact measurement report with time savings, avoided costs and quality indicators.
Two professionals reviewing cost and performance indicators on a document.
Time

Hours saved on a repetitive process.

Costs

Operational effort or avoided expenses.

Quality

Reduction in errors, rework, or variations.

Revenue

Better conversion, capacity, or speed to market.

Risk

Improved decisions, controls, or detection.

A use case should not be funded if its impact cannot be linked to a concrete indicator. Measurement is defined before the pilot to clearly determine whether to proceed, adjust, or stop.

See a decision example
THE DELIVERABLES

Everything you need to decide what comes next.

Clear deliverables to prioritize, decide, and take action.

Executive summary

Conclusions, trade-offs, and recommendations for management.

Prioritized portfolio

Initiatives ranked by value, feasibility, and readiness level.

Critical dependencies

Data, systems, and constraints to address before moving forward.

Roadmap

Recommended sequence, priorities, and next decisions to make.

Illustrative example

Three ideas. Three different decisions.

Here is a fictional scenario showing how three ideas can lead to different decisions. The filter is not meant to make every idea a winner, but to choose which ones to launch, prepare, or postpone.

Classify customer service emails

Specific problem, accessible data, and measurable result. Decision: launch a limited pilot.

Forecast demand by product

High value, but incomplete data history. Decision: ensure data reliability before the pilot.

Deploy an AI assistant everywhere

Problem too vague and success impossible to measure. Decision: postpone and define a specific use case.

Why PlanAxion

An independent recommendation, precise enough to be challenged.

The method combines business and technology judgment, explicit criteria and documented decisions. The result should be usable, challengeable and executable by your teams.

01
Independent advice

Recommendations follow your business priorities, with no specific software to push or predetermined solutions.

02
Business and IT vision

Each idea is evaluated based on its value, available data, integration, security, and adoption.

03
Defensible decisions

The use cases are evaluated, ranked, and documented to support budget allocation decisions with leadership.

What the method makes verifiable

A problem and a measure of success

Each use case is tied to a specific operational issue, an owner and an observable outcome.

Assumptions separated from facts

Available data, unknowns and required validations are distinguished before any recommendation.

An explained decision

Each idea receives a clear decision: launch, prepare, reframe or defer, with the reasoning behind it.

An assignable next step

Dependencies, the owner, the next validation and the implementation order are documented in the roadmap.

AI WORKSHOP

Frequently Asked Questions

Essential answers before you mobilize your team and launch the workshop.

What criteria should be used to prioritize an AI use case?
How long does it take to build an AI roadmap?
Who should participate in identifying AI use cases?
How much does a corporate AI workshop cost?

Scoping call

In 30 minutes, we will tell you whether the workshop is the right next step.

We will confirm the business unit, the people to involve, and the level of data readiness.

Duration

About 30 minutes

Participants

One person from leadership, operations or IT

To prepare

Your main objective, process or operational pain point

Next

A clear recommendation on the next step

Designed for one business unit able to involve a decision-maker, a business lead, and someone from IT or data.

Briefly describe your situation

These details will help prepare a useful conversation from the first call.

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