Advisory

Board and CEO advisory for practical AI adoption.

For leaders who are being asked to approve AI, control the risks, explain the value, reassure the team, and keep pace with competitors without turning the business into an experiment.

Compelling problem

Turn the board conversation from concern into a clear decision.

Most senior teams do not need another tour of prompts, tools, and predictions. They need a calm way to answer the questions already in the room: should we approve this, where does the data go, what will Finance control, is the POC real, and what should we do next?

The advisory work is for people already facing a live decision, or for leaders who are stuck and need a defensible next move rather than more explanation.

Qualification question

What AI decision is live, who owns it, and what deadline makes it matter?

Board problems

The AI questions boards are already asking.

There are many more AI questions a board can ask. These five usually reveal whether the next move is approval, containment, redesign, or a clearer decision trail.

Can we approve this AI use safely?

This is not a technology sign-off. It is a board judgement about risk appetite, evidence, value, and accountability.

What you leave with: Board questions, ownership map, risk boundary, and a stop/narrow/continue recommendation.

Where does our data go?

The board needs to know which providers touch the data, where it is processed, what is retained, and whether sensitive information can leave approved boundaries.

What you leave with: Data-flow map, data-location note, supplier exposure summary, and board-ready risk controls.

How do we control cost and usage?

Token spend, model choice, memory, retries, agent runs, and workflow volume can turn small pilots into uncontrolled operating cost before Finance can see the pattern.

What you leave with: Token budget, workflow cost model, approval thresholds, and ROI reporting rhythm.

Is this POC becoming real capability?

A demo is easy to like. A controlled operating test needs an owner, proof metric, access boundary, review rhythm, data controls, and a clear route into daily work.

What you leave with: POC charter, proof metric, review rhythm, access boundary, and next 30-day plan.

What should we do next?

This is the question when the board is stuck: people are nervous, informal AI use is spreading, competitors are learning, and no one wants to choose between reckless speed and comfortable delay.

What you leave with: Decision memo, safe adoption lane, competitive pressure map, and a practical next-move plan.

How I help

Choose the advisory day that matches the pressure in front of you.

Discuss advisory
AI Decision Day

For boards and CEOs that need clear questions, ownership, risk appetite, value logic, and a continue/stop/narrow decision before AI spend or access expands.

AI POC Challenge

For teams with a clever AI pilot that needs a POC charter, proof metric, access boundary, data controls, and next 30-day operating plan.

AI Operating Model Review

For leaders who need to know whether AI decision rights, finance controls, data boundaries, review rhythm, and accountability are real enough to rely on.

AI Next-Move Advisory Day

For boards and CEOs who are stuck between speed and caution, and need a defensible next move rather than another general AI discussion.

A typical day

Useful advisory should leave a decision trail, not just a good conversation.

1

Frame the live decision

Name the board, team, client, or operating decision that needs to be made, and what would make inaction expensive or risky.

2

Challenge the operating model

Look at access, accountability, workflow boundaries, data use, review rhythm, exception handling, and incentives.

3

Make the next move explicit

Decide whether to continue, narrow, stop, or redesign the AI work before it grows beyond the evidence.

4

Leave with usable artefacts

Capture the questions, decisions, owners, boundaries, and follow-up actions in language a board, boss, team, or client can repeat.

Why this fits

Public proof points point toward senior AI judgement, not commodity implementation.

The public profile is strongest where board judgement, operations, governance, capability, and agentic systems meet. That is why the commercial offer should focus on decisions, accountability, safe operating models, and practical adoption.

Useful signals

  • Head of Lab at JUVO for applied AI in real operating environments.
  • CEO CF community work with CEOs, founders, and decision-makers.
  • University of Exeter teaching around technology, FinTech, and practical capability.
  • St George's House leadership dialogue around responsibility, judgement, and decisions.

Future briefing

A lighter-touch briefing layer can come later.

I am still shaping The Agentic Operator Briefing as a way for people to get my thinking earlier and more regularly. That is the lighter-touch layer. The main commercial route for now is advisory: direct help with a real decision, risk, workflow, or operating question.

If you already know there is an AI decision in front of you, advisory is the better starting point.

Good enquiry signals

  • You have a real AI workflow, POC, board paper, CEO question, or client discussion.
  • There is a deadline, decision, or accountability question.
  • The risk is not just technical; it is operating, governance, trust, or commercial risk.

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