Phase 1: Strategy & Alignment
AI Strategy for Execs
A half-day working session
for your leadership team
An in-person session held at your office, approximately three and a half hours, designed to build a shared understanding of what AI means for your business, where the real opportunities are, and what a credible first step looks like. No prerequisites. This is the starting point.
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Who should be in the room
CEO, MD, COO, and senior leadership. Typically six to fifteen people. Sceptics are welcome and encouraged.
The best sessions include people who challenge the premise. That is where the most productive conversations happen.
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Why alignment comes first
In most businesses, AI is already happening informally. People are experimenting, but leadership has not aligned on what to do about it. Any money spent on AI tools, training, or builds without that alignment carries a high risk of being wasted.
In our experience, investment without alignment is the most common and most costly pattern. It is also the most avoidable.
What happens on the day
The session covers six areas. It is interactive, jargon-free, and designed to provoke honest conversation.
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01 -
What AI actually is and why it matters now
Building a shared foundation in plain language.
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Where your market is heading with AI
The broader landscape, framed in general terms.
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03 -
What becoming AI-First means for your company
Your business examined through a structured lens.
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A phased approach to becoming AI-First
What you need to know, do, and how to do it at each stage.
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Data readiness
An initial look at the decisions your leadership team will need to make.
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06 -
The obstacles and opportunities ahead
What is likely to slow you down, and how to plan for it.
Nine deliverablesWhat your team leaves with
A shared understanding of AI
Clarity on platform decisions
A plan for building a Champions group or AI Advisory Board
Guidance on choosing a data path
A definition of what AI-First means for your company
Defined roles and responsibilities for the exec team
A communication plan, an AI policy
And a plan of action with named owners and next steps
Your leadership team leaves the room with shared understanding, clear priorities, and a common language for the decisions ahead.
Why our approach works
Independent and platform-agnostic. We Are Agentic does not sell a platform and has no product to push. The advice is based on what fits your business.
Senior practitioners. Over twenty years of experience each in financial services, software development, and enterprise transformation. The person facilitating your session has done this work before, in complex, regulated environments.
Alignment before technology. The AI projects that work start with leadership alignment. When a private equity firm came to us wanting to build a large AI agent, our first job was to explain why that was the wrong place to start. The difference is sequencing and socialisation.
What happens on the day
The session covers six areas. It is interactive, jargon-free, and designed to provoke honest conversation.
What AI actually is and why it matters now — building a shared foundation in plain language.
Where your market is heading with AI — the broader landscape, framed in general terms.
What becoming AI-First means for your company — your business examined through a structured lens.
A phased approach to becoming AI-First — what you need to know, do, and how to do it at each stage.
Data readiness — an initial look at the decisions your leadership team will need to make. Full detail is covered in the Action Plan.
The obstacles and opportunities ahead — what is likely to slow you down, and how to plan for it.
What your team leaves with
Nine deliverables: a shared understanding of AI, clarity on platform decisions, a plan for building a Champions group or AI Advisory Board, guidance on choosing a data path, a definition of what AI-First means for your company, defined roles and responsibilities for the exec team, a communication plan, an AI policy, and a plan of action with named owners and next steps.
Your leadership team leaves the room with shared understanding, clear priorities, and a common language for the decisions ahead.
Why our approach works
Independent and platform-agnostic. We Are Agentic does not sell a platform and has no product to push. The advice is based on what fits your business.
Senior practitioners. Over twenty years of experience each in financial services, software development, and enterprise transformation. The person facilitating your session has done this work before, in complex, regulated environments.
Alignment before technology. The AI projects that work start with leadership alignment. When a private equity firm came to us wanting to build a large AI agent, our first job was to explain why that was the wrong place to start. The difference is sequencing and socialisation.
Common questions
Do we need this if we already have people using AI?
Yes. Sporadic, uncoordinated use is exactly the problem. Individual experimentation is not the same as leadership alignment.
Can sceptics attend?
They should. That is where the most productive conversations happen.
What if we want to skip this and go straight to training?
We would strongly advise against it. Strategy for leadership and skills training for the team are fundamentally different. Skipping alignment typically leads to fragmented activity.
How quickly can we move to Phase 2?
Immediately. You can run this session on Monday and begin Phase 2 training on Tuesday.
What clients say
"We brought in We Are Agentic because we knew we needed to start with AI but did not know where to begin. Raphael took us through what AI actually is, where the opportunities are for a business like ours, and we got the opportunity to discuss industry-specific examples, which was incredibly useful. We now feel much more confident and are excited to start planning for the future and understanding where AI can give us a real competitive advantage."
Kellie Leigh | Co-Founder and HR Director, ICAB | Insurance
One hospitality group completed the session, and within days team members were proactively asking when the next step was happening. The follow-up call to book Phase 2 took seventeen minutes. No business case was needed.
Delivered for teams of three and teams of seventeen, across legal, financial services, games, architecture, hospitality, manufacturing, retail, PR, creative agencies, recruitment, insurance, and private equity.
Action Plan
From alignment to a plan
The Action Plan turns the alignment from your executive session into a concrete project plan. Built collaboratively through recorded working sessions, the deliverable is a written document with ownership, milestones, timelines, and a roadmap covering the next 30, 60, and 90 days.
Who is involved
Leadership teams who have completed AI Strategy for Execs. The core team from Phase 1 typically leads, with additional stakeholders from IT, HR, finance, or operations often brought in.
How it works
Collaborative working sessions, tailored to your organisation. For a 30-person company, this might be a single in-person afternoon. For a 500-person company, it might be a series of sessions over several weeks. We work with you over the time it takes to get it right.
The plan covers: phasing and prioritisation, data readiness (including data stack identification, approaches such as data lakes and data warehouses, and how to evaluate what fits your organisation), governance with human oversight at every stage, internal communications, change management, and budget allocation.
What your team leaves with
A clear 60/90/180-day roadmap with named owners, defined milestones, and success criteria. A project plan document that your team owns and can use to communicate internally, secure budget, and hold teams accountable.
Built together, not handed over
The Action Plan is developed through collaborative working sessions with your team. It is grounded in your Phase 1 context, so the plan is practical and tailored rather than built from a generic template.
Common questions
Is this a document you produce for us or something we build together?
Built together through collaborative working sessions. WAA facilitates and structures the process, but the decisions and commitments are yours.
Does it cover just the AI journey or wider business considerations?
It covers AI phasing, data readiness, governance, internal communications, change management, and budget allocation.
ComeOn Group quote needed. Attributable quote from a named individual, including name and job title. Gaming industry.
[Name] | [Job Title], ComeOn Group | Gaming
Start with clarity
When your leadership team is ready to align on AI and build a plan to act on it, this is where to begin.