Executive Suite

AI Executive Suite: board deck, ROI calculator and AI policy templates.

Built for leaders who need to present this upward, not just implement it themselves. The Executive Suite adds the board-level layer to the AI Capability Rollout Framework: an editable board briefing deck, an AI ROI calculator, an AI governance policy template kit, 90-day department roadmaps, and a Rollout & Operations Kit of nine templates for running the rollout day to day.

Editable PowerPoint, Word and Excel files
Numbers a CFO can test
AI policy templates, ready to adapt
One-time $299 · Includes the framework
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  • Everything in the Framework, plus:
  • Board Briefing Pack: editable PowerPoint investment case
  • AI ROI & Impact Calculator (web tool)
  • AI Governance & Policy Kit: three editable Word templates
  • Rollout & Operations Kit: nine templates for running the rollout
  • 90-day execution roadmaps for Sales, Operations, HR, Marketing and IT
  • Executive Audio Masterclass (59-minute audio)
  • The AI Glossary for Leaders (20-page PDF)
  • Leading Our AI Rollout: 15-slide editable deck with speaker notes
  • Includes 1 seat of AI at Work, our 49-minute employee course
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30-Day Money-Back Guarantee

If you work through it and don't feel it was worth your investment, contact us within 30 days for a full refund.

What is the AI Executive Suite?

The AI Executive Suite is everything in the AI Capability Rollout Framework, plus the board-level layer. The framework gives a manager or director the 90-day system to roll AI out responsibly. The Executive Suite gives the person accountable for that rollout what they need to take it to a board or leadership team: the investment case, the numbers behind it, the policies that govern it, and a plan for each department.

It is sold only as a bundle with the framework, for $299 one-time. Framework owners can upgrade for $200.

AI Governance & Policy Kit

An AI policy template kit you can adopt, not just read.

Most AI policy examples online are either a one-page list of principles or a legal document nobody on your team will read. The AI Governance & Policy Kit sits in between: three editable Word templates that together form a complete company AI policy, written in plain language, with every decision you need to make marked for you.

Template 1

AI acceptable use policy template

Your AI usage policy: who it covers, which tools are approved, what is and isn't acceptable (with examples in three columns), human review, transparency, security, incident reporting, roles and an employee acknowledgement. Seventeen numbered sections.

Template 2

AI data safety guidelines

Which information can go into which AI tool. Four data classes (Public, Internal, Confidential, Regulated) mapped against three tool tiers, six questions to ask before pasting anything, and what to do when something goes wrong.

Template 3

AI vendor assessment checklist

How a tool gets onto your approved list: 34 rated questions across data handling, security, output quality, contract terms and fit with your policy, with ten critical questions that block approval.

What an AI usage policy should include

Whether you use this kit or write your own, a workable AI usage policy covers at least these seven things. Each one is a section in the templates.

  1. Scope: the people, tools and devices it applies to, including AI features built into software you already use.
  2. Approved tools: a named list, a named owner, and a route for requesting new tools.
  3. Data rules: which classes of information may be used with which tools.
  4. Acceptable and prohibited uses: concrete examples, not just principles.
  5. Human review: who checks AI output, and when, especially before anything leaves the organization.
  6. Incident reporting: how to report a mistake quickly, without blame for honest errors.
  7. Ownership and review: who owns the policy and when it is next reviewed.

Template, not legal advice. The kit is jurisdiction-neutral: where laws differ by country or industry it uses clearly marked placeholders and drafting notes instead of naming specific regulations. Have qualified counsel review your adapted policy before you adopt it.

Board Briefing Pack

An AI strategy deck built for the boardroom.

An 18-slide, fully editable PowerPoint investment case for organization-wide AI capability: the decision you are asking for, readiness by capability pillar, department sequencing, buy-versus-build, investment by quarter, payback, governance and risk, workforce commitments, the six measures the board will see, a gated 12-month roadmap, and a resolution slide. Every chart is a native PowerPoint chart you update with your own figures. Speaker notes on every slide explain what to say and what directors will ask.

It is a different document from the framework's Executive Briefing template, which reports the results of one pilot. The Board Briefing Pack makes the case for the whole programme.

Board Briefing Pack slide: what we are asking the board to approve, with investment, net benefit and payback placeholders
The decision, on slide 2
Board Briefing Pack slide: cumulative cost versus cumulative benefit chart showing the payback quarter, marked as illustrative data
Payback, from the ROI calculator
Board Briefing Pack slide: table of AI risks, controls, owners and what the board sees
Governance and risk, for oversight

Preview slides. Chart figures are illustrative and marked as such; you replace them with your own.

Numbers and plans

The numbers behind the case, and a plan for each team.

Web tool

AI ROI & Impact Calculator

Enter people in scope, hourly cost, hours saved and adoption for each department, plus programme costs including internal time. It projects payback month, 24-month ROI, year-two net benefit and hours returned per week. A confidence adjustment keeps the case conservative. One click copies the results into the Board Briefing Pack's charts.

Word templates

90-day AI adoption roadmaps by department

Plug-and-play 90-day plans for Sales, Operations, HR, Marketing and IT: candidate use cases scored by data class and risk, a recommended first pilot, a week-by-week plan with leadership gates, measures, team-specific guardrails, and answers to the concerns your people will raise.

Executive Audio Masterclass. A 59-minute audio masterclass that walks through the suite's material in 11 chaptered segments: organizational readiness, strategic levers, leading people through change, governance and risk, the CFO-ready business case, common objections, a practical FAQ and a worked example. Download it as an M4A with chapter markers for jumping between segments, or as an MP3. A short sample is below.

A short excerpt from the Executive Audio Masterclass — on leading your team through the shift, not just managing it.

Rollout & Operations Kit

Nine templates for running the rollout, day to day.

The policy says what the rules are. The Rollout & Operations Kit is how you put them to work: find the AI tools already in use, launch the policy, respond when something goes wrong, prepare for Microsoft Copilot, and track whether adoption is really happening. Editable Word templates and an Excel scorecard, written for leaders and IT leads rather than engineers. Templates, not legal advice.

Word template

AI Data Classification Guide

Twelve everyday examples showing employees which information can go into which AI tool.

Word template

Enterprise AI Tier Guide

Why company data belongs on business and enterprise AI plans, with a platform comparison worksheet and a setup checklist.

Word template

Shadow AI Inventory Worksheet

An employee survey, an IT discovery checklist and a register for finding the AI tools already in use.

Word template

AI Policy Rollout Kit

An announcement email, manager talking points, an employee FAQ, a one-page quick reference, an acknowledgement log and a refresher schedule.

Word template

AI Incident Response Playbook

First-hour steps, severity ratings and containment for five common AI incidents.

Word template

Microsoft Copilot Readiness Guide

A checklist for fixing oversharing before you turn on Microsoft Copilot (formerly Microsoft 365 Copilot).

Word template

Vendor AI Risk Questionnaire

A short questionnaire for software vendors that are adding AI features.

Word template

AI Champions Program Guide

How to choose, run and recognise a network of department AI champions.

Excel spreadsheet

AI Adoption Scorecard

A spreadsheet tracking licensed and active users, policy acknowledgement, training, incidents and sentiment, with a check against your ROI assumptions.

Pricing

Two ways in. Both one-time, both lifetime access.

Recommended

Framework + Executive Suite

$299

Everything in the framework, plus the board-level layer.

  • Everything in the Framework
  • Board Briefing Pack (editable PowerPoint)
  • AI ROI & Impact Calculator
  • AI Governance & Policy Kit (three Word templates)
  • Rollout & Operations Kit (nine templates)
  • 90-day roadmaps for Sales, Operations, HR, Marketing and IT
  • Executive Audio Masterclass (59-minute audio)
  • The AI Glossary for Leaders (20-page PDF)
  • Leading Our AI Rollout: 15-slide editable deck with speaker notes
  • Includes 1 seat of AI at Work, our 49-minute employee course
Get the Executive Suite — $299

Framework only

$99

The 90-day AI Capability Rollout Framework on its own: a lighter option for individual managers or smaller teams.

  • Full 90-day stage-gate implementation guide
  • 13 numbered implementation tools
  • Executive Briefing Builder for pilot results
  • Video guidance at every stage
  • Members-only AI Rollout Framework channel in our Discord community
Get the framework only — $99

Both include a 30-day money-back guarantee. Already own the framework? Add the Executive Suite for $200 →

Download the 2-page overview (PDF)

Questions

Common questions about AI policy templates and the Executive Suite.

At minimum: its scope (people, tools and devices, including AI features inside existing software); a list of approved tools with a named owner; rules for which data may be used with which tools; concrete examples of acceptable and prohibited uses; human review before AI output is relied on or leaves the organization; a way to report mistakes quickly and without blame; and who owns the policy and when it is next reviewed. Keep it short and plain enough that a new hire knows what to do on their first day.

A good AI governance policy template is specific enough to act on and honest about what it cannot decide for you. Look for concrete rules on data and approved tools rather than principles alone, clearly marked placeholders for the choices only your organization can make, guidance on those choices, and approval and review steps. It should also say plainly that it is a template, not legal advice, and send you to counsel for anything that depends on your jurisdiction or industry.

A practical corporate AI policy is usually a small set of documents rather than one. An acceptable use policy that every employee reads and signs; data guidelines that say which information can go into which AI tool; and a vendor assessment process that decides how a tool becomes approved. The AI Governance & Policy Kit in the Executive Suite follows that structure, as three editable Word templates designed to be adopted together.

No, and a template that suggests otherwise should worry you. Every organization has to decide which tools it approves, how it classifies its data, who owns the policy and what its legal obligations are in its own jurisdiction and industry. A good template makes those decisions quick by marking each one, but you still make them, and qualified counsel should review the adapted policy before you adopt it.

Broadly three kinds. University executive education programs cover AI strategy over several days or weeks. Short introductory online courses build general AI literacy. And practical, self-paced programs are built around leading a real rollout. The AI Capability Rollout Framework is the practical kind: AI training for executives and managers who need to move from talk to execution, with video guidance through a 90-day, stage-gated rollout. The Executive Suite adds a 59-minute audio masterclass and the tools to present the programme to a board or leadership team.

Everything in the AI Capability Rollout Framework, plus the Board Briefing Pack (an 18-slide editable PowerPoint investment case), the AI ROI & Impact Calculator (a web tool), the AI Governance & Policy Kit (three editable Word templates: an acceptable use policy, data safety guidelines and a vendor assessment checklist), 90-day execution roadmaps for Sales, Operations, HR, Marketing and IT, the Rollout & Operations Kit (nine editable templates for running the rollout: data classification, enterprise AI tiers, shadow AI discovery, policy rollout, incident response, Microsoft Copilot readiness, vendor AI risk, AI champions and adoption tracking), the Executive Audio Masterclass (59 minutes of audio in 11 chaptered segments), the AI Glossary for Leaders (a 20-page PDF), the Leading Our AI Rollout deck (15 editable slides with speaker notes), and one seat of AI at Work, the 49-minute employee course.

Yes. Every Executive Suite includes one seat of AI at Work, our 49-minute employee course, assigned to you so you can take it before rolling it out to your team. Add more seats any time, or choose the Rollout Pack.

The $99 framework is the complete 90-day system for leading an AI rollout: governance, a controlled pilot, measurement, and a briefing on the pilot's results. The Executive Suite is for the leader who also has to take the whole programme to a board or leadership team. It adds the investment case, the ROI model, a full set of AI policy templates and department-by-department plans. The Executive Suite is only sold together with the framework.

Yes. Framework owners can add the Executive Suite for $200 instead of $299. Sign in to the members area with the email you bought the framework with, then choose the upgrade. It appears in your members area as soon as payment completes.

No. It calculates from your own inputs: people in scope, hourly cost, hours saved and adoption for each department, and your programme costs. It comes pre-filled with a deliberately conservative example so you can see how it works. Use hours saved measured in your own pilot, and apply the confidence adjustment so the case you present is one you can defend.

Yes, on the same terms as the framework. If you work through it and don't feel it was worth your investment, contact us within 30 days for a full refund. The same applies to the $200 upgrade.

Lead the rollout. Then make the case for it.

The framework, the board deck, the numbers and the policies, in one place. One-time $299, lifetime access.

Get the Executive Suite — $299

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