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Strategic AI planning for leadership teams

You know AI matters. The hard part is knowing where to apply it.

Sorvanti Advisory works as your outsourced AI planning office. We do the analysis, make the hard calls with you, and hand your teams a plan they can execute. You don't need to reorganize to work with us.

Start a conversation Find your starting point

No AI policy yet? Start with AI Foundations, ready in two to three weeks.

The application gap
Most leadership teams aren't short of AI conviction. They're short of a plan that connects it to their business.

A long list, no ranking.Dozens of use-case ideas and no defensible way to choose between them.

Vendors set the agenda.Your roadmap is whatever the last good pitch proposed.

Pilots with no path.Experiments that work but never become how the business runs.

The board is asking."What's our AI strategy?" and the honest answer is a slide of tools.

Nobody owns it.Planning is split between IT, innovation and the business, so nothing gets decided.

AI Foundations · Fastest start

Make AI safe to use by next month

Your people are probably using AI already. AI Foundations gives you clear rules, practical governance, and a plan for the next 90 days, tailored to your business and delivered in two to three weeks.

  • AI use policyThree to four pages in plain language, tailored to your industry, data, and risk appetite
  • One-page employee guideWhat's fine, what needs a check, and what's off limits
  • Approved tools and data rulesWhich tools are approved, and which data may go into each
  • Use-case intake and risk tiersA short form for new AI uses, and how much review each one needs
  • Decision rightsWho approves what, and who stays accountable
  • AI registerA living list of where AI is used across the organization
  • Vendor AI checklistQuestions to ask before you buy any tool with AI inside
  • AI incident playbookWhat to do when an AI output causes a problem
  • 90-day general use planWhich teams start, training, quick wins, and how to measure them
  • Board one-pagerYour AI position, ready for the next board meeting
  1. 20-minute intakeYour sponsor answers a short questionnaire.
  2. Two working sessionsWe tailor the pack with your leaders.
  3. Your pack, ready to adoptDelivered in two to three weeks.

Mapped to the NIST AI Risk Management Framework and ISO/IEC 42001. We recommend your counsel reviews the policy before you adopt it; we're glad to work with them.

What we answer

Five questions every leadership team should be able to answer

"How do we apply AI?" is really five questions. Each engagement answers them for your business, in writing, with the reasoning shown.

  1. Where does AI belong in our business, and where doesn't it?

    We look at the work first: where your people spend effort, where decisions are made, and where judgment creates value. AI belongs where it widens what people can do without hollowing out the expertise you depend on.

    You getA map of AI opportunity across functions, including what to leave alone.

  2. What should we do first, and why?

    Every opportunity is scored on value, readiness, and risk, then sequenced so early work builds the data, skills, and confidence that later work needs.

    You getA ranked portfolio and a sequenced roadmap.

  3. Which decisions must stay human?

    Some decisions are not delegable: framing the problem, accepting risk, setting priorities, signing off. We name them explicitly so AI is designed around them, not over them.

    You getA decision-rights view for each priority area.

  4. What will it take?

    People, data, technology, money, and governance. We size each one honestly, including the organizational change that most AI plans leave out.

    You getAn investment case and capability plan.

  5. How will we know it's working?

    Adoption counts aren't outcomes. We define measures tied to the work itself: decision quality, cycle time, capacity returned to people, and risk.

    You getA measurement framework and review cadence.

The application filter

How we decide where AI belongs

Every opportunity goes through the same filter. The result is a portfolio your leadership team can defend, not a list of ideas. Select a point to see the reasoning.

AI can lead, people reviewHigh judgment at stake: people decide, AI assists

Illustrative portfolio for a regional insurer

Value

How much does this work matter to customers, revenue, cost, or risk?

Readiness

Are the data, process, and people ready, or does groundwork come first?

Judgment at stake

Is human judgment the source of value here? If so, AI assists and people decide.

Risk

What happens when it's wrong, and how quickly would anyone notice?

How we work

Senior thinking, light footprint

We take the planning off your plate. Your leaders spend a few focused hours with us; we do the research, analysis, and writing in between.

What we need from you

  • Kickoff with the executive sponsor90 min
  • Interviews with function leaders45 min each
  • Access to existing plans, data inventories, and AI activitydocuments
  • Two leadership working sessions2 × 2 h
  • Final review with the executive team90 min

About 8 hours of leadership time over four weeks

What you get

  • A written answer to the five questionsbrief
  • A ranked, sequenced opportunity portfolioportfolio
  • A 90-day plan with owners and milestonesplan
  • A board-ready summary of your AI strategy10 pages
  • Criteria for judging every future AI proposalchecklist

A plan your own teams, or any partner, can execute

We don't implement, resell, or take referral fees. We have no platform to promote, so our only interest is the right answer for your business.

Engagements

Fixed scope, fixed timeline

Each engagement ends with something you can act on. Most clients start with AI Foundations or a Brief, then keep us on as their planning office.

Fastest start

AI Foundations

For organizations whose people are already using AI, without clear rules yet.

A tailored policy and governance starter pack, built from proven templates and your answers, so people can use AI safely while you plan what comes next.

  • AI use policy and one-page employee guide
  • Approved tools and data rules
  • Use-case intake, risk tiers, and decision rights
  • 90-day general use plan and board one-pager
Duration
2–3 weeks
Your time
~4 hours
Output
Policy + governance pack

Leadership Briefing

For teams that need a shared, realistic view of AI before deciding anything.

A working session that separates what AI can do for your business today from the noise.

  • Pre-read tailored to your industry
  • Facilitated session with your executive team
  • Short written summary of agreed priorities
Duration
1 day
Your time
Half day
Output
Shared view
Most common start

AI Application Brief

For leaders who know AI matters and need to decide where to apply it.

The five questions answered for your business, with a ranked portfolio and a first-90-days plan.

  • Opportunity map across functions
  • Ranked portfolio through the application filter
  • Decisions that stay human
  • 90-day plan with owners
Duration
4 weeks
Your time
~8 hours
Output
Written brief

AI Strategy & Roadmap

For organizations ready to commit investment and need a plan the board can approve.

Everything in the Brief, extended into an 18-month roadmap with an investment case, operating-model implications, and governance posture.

  • Sequenced roadmap and investment case
  • Workforce and skills implications
  • Governance and risk posture
  • Board paper
Duration
8 weeks
Your time
~16 hours
Output
Strategy + board paper

Fractional AI Planning Office

For organizations that want senior AI planning without hiring a full team.

We act as your standing AI planning function: keeping the roadmap current, reviewing proposals, and preparing leadership for decisions.

  • Quarterly roadmap refresh
  • Independent review of vendor and internal proposals
  • Board and executive preparation
  • Portfolio tracking against measures
Duration
Ongoing
Your time
~2 h / month
Output
Living roadmap

Proposal & Vendor Review

For a specific decision: a platform, a vendor contract, or a large internal proposal.

An independent assessment of whether the proposal fits your strategy, what it will really take, and what to ask before you sign.

  • Fit against your priorities
  • Hidden costs and dependencies
  • Questions for the vendor
Duration
2 weeks
Your time
~3 hours
Output
Recommendation
Where to start

Six questions to find your starting point

Answer honestly. The recommendation updates as you go. Nothing is sent anywhere.

What guides our advice

Our point of view

The same convictions behind all of Sorvanti's work, applied at the planning stage, where they're cheapest to get right.

Start with the work, not the technology.

We choose where AI goes by looking at what your people are trying to accomplish. Tools come last.

Increase meaningful thinking.

The goal isn't fewer people thinking. It's more of your organization's attention on the work that needs judgment.

Name what stays human.

A plan that doesn't say which decisions remain with people will quietly hand them away.

Plan past the pilot.

Every recommendation includes the path to normal operations: ownership, skills, governance, and measures.

Need hands-on help once the plan is set? Sorvanti's transformation practice redesigns workflows, implements systems, and stays until the new way of working is normal.

Visit Sorvanti Transformation
Start a conversation

Bring us the question. We'll bring back a plan.

Tell us where your leadership team is today. We'll suggest the right first step, usually within one conversation.