AI Strategy & Governance for Learning Organizations
Strategic advisory for organizations navigating AI adoption in learning and workforce development—without hype, missteps, or irreversible decisions.
The Challenge
Everyone is talking about AI.
Your CEO wants to know your AI strategy.
Vendors promise dramatic gains.
Your team experiments with tools like ChatGPT.
Yet fundamental questions remain unanswered:
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Which AI initiatives will actually deliver business value?
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How do we move from scattered pilots to coordinated, enterprise-level adoption?
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What governance and ethical guardrails are required?
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How should success be measured?
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Is the organization truly ready for AI at scale?
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Before tools, platforms, or pilots, organizations need clarity.
Our Advisory Approach
Phase 1: AI Readiness Assessment (2–3 weeks)
We assess organizational readiness across five critical dimensions:
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Technology Infrastructure
The extent to which current systems can support AI integration.
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Data Readiness
Availability, quality, and governance of data required for AI-driven value.
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Skills & Capabilities
Leadership and team readiness to manage, govern, and sustain AI initiatives.
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Organizational Culture
Appetite for adoption, change tolerance, and sources of resistance.
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Governance & Ethics
Policies, guardrails, and accountability structures for responsible AI use.
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Deliverable:
A comprehensive AI readiness report with clear findin
Phase 2: Use Case Identification & Prioritization (2–3 weeks)
Working with executive stakeholders, we identify and evaluate AI use cases with the highest potential impact, including:
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Content creation and curation
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Personalized learning pathways
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Skills assessment and gap analysis
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Coaching and performance support
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Administrative automation
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Learning analytics and insights
​Use cases are prioritized based on:
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Business impact
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Feasibility
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Organizational readiness
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Risk profile
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Deliverable:
A prioritized AI use-case portfolio with executive-ready business rationale for each initiative.
Phase 3: Strategic Roadmap & Implementation Plan (3–4 weeks)
We design a phased, realistic implementation roadmap that includes:
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Quick Wins
Low-risk initiatives that build confidence and momentum.
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Foundational Capabilities
Governance, infrastructure, skills, and operating models.
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Scalable Initiatives
Enterprise deployment of validated use cases.
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Measurement Framework
KPIs, milestones, and success metrics aligned to business outcomes.
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We also advise on:
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Vendor evaluation and selection
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Change management strategy
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Risk mitigation
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Budget sequencing and investment priorities
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Deliverable:
A 12–18 month AI implementation roadmap with mile
Phase 4: Ongoing Advisory Support
We remain engaged to ensure strategy translates into execution without drift.
Advisory support may include:
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Vendor evaluation and decision support
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Pilot oversight and course correction
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Change management guidance
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Executive updates and stakeholder communication
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Deliverable:
Fractional advisory support through critical stages of implementation.
What You Gain
✓ Strategic clarity on where AI fits within your learning organization
✓ Executive-ready business cases to support funding and alignment
✓ Risk mitigation through governance and ethical guardrails
✓ A practical roadmap grounded in organizational reality
✓ Ongoing advisory support from a former CLO with enterprise accou
Who This Is For
Ideal clients include:​
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CHROs and CLOs at mid-to-large organizations (500+ employees)
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Organizations with AI investment capacity but unclear direction
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Teams that have experimented with AI but failed to scale
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Leaders preparing to present AI strategy to executive leadership
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Organizations overwhelmed by vendor noise and conflicting advice
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Not a fit if:
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You are seeking tactical training on specific AI tools
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You want an external team to build or deploy technology
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You are not prepared to commit organizational resources to executio
Next Step
If AI adoption feels less like an innovation opportunity and more like a leadership risk, an executive conversation is the appropriate next step.
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