Phase 1Strategy & Alignment
A half-day working session for your leadership team.
No prerequisites. No jargon. This is the starting point.
Why firstWhy alignment comes first
In most businesses, AI is already happening informally, but leadership has not aligned on what to do about it. Any money spent on tools, training, or builds without that alignment carries a high risk of being wasted.
AttendeesWho should be in the room
CEO, MD, COO, and senior leadership. Typically six to fifteen people.
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CEO / MD
Sets the strategic direction and final call on AI investment
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COO
Owns operational implementation and process change
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Senior Leadership
Function heads and key decision-makers across the business
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Sceptics are encouraged
That is where the most productive conversations happen.
The sessionWhat happens on the day
Interactive, jargon-free, and designed to provoke honest conversation. The
session covers four core areas:
DeliverablesWhat your team leaves with
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Shared Understanding
A clear, aligned view of what AI means
for your business. -
AI-First Definition
A defined vision of what becoming AI-first looks like for your company.
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Leadership Roles
Clear executive roles and responsibilities to move forward.
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Governance & Communication
An AI policy, communication plan, and internal alignment approach.
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Platform & Data Direction
Clarity on platform choices and your data strategy path.
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Action Plan
A structured plan with next steps, named owners, and execution clarity.
"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
Supporting ProductAction Plan
The Action Plan turns the alignment from the executive session into a concrete project plan, built collaboratively through working sessions. The deliverable is a written document with ownership, milestones, timelines, and a roadmap covering the next 30, 60, and 90 days.
Action PlanExecution Framework
Who is involved
The core leadership team from Phase 1, often joined by stakeholders from IT, HR, finance, or operations.
Why alignment alone is not enough
Alignment is not the same as a plan. Without a structured roadmap, momentum fades and the organisation defaults to ad hoc experimentation.
How it works
Collaborative working sessions, tailored to your organisation. The plan covers phasing and prioritisation, data readiness, governance with human oversight, internal communications, change management, and budget allocation.
What your team leaves with
A 60/90/180-day roadmap with named owners, milestones, and success criteria. A project plan your team owns and can use to communicate internally, secure budget, and hold teams accountable.
Built together, not handed over
The plan is built through working sessions with your team, grounded in your Phase 1 context. Practical and tailored, not a generic template.
FAQCommon questions
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Sporadic, uncoordinated use is exactly the problem this addresses.
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Sporadic, uncoordinated use is exactly the problem this addresses.
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Sporadic, uncoordinated use is exactly the problem this addresses.
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Sporadic, uncoordinated use is exactly the problem this addresses.
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Sporadic, uncoordinated use is exactly the problem this addresses.
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Sporadic, uncoordinated use is exactly the problem this addresses.
Still have questions?
Can’t find the answer you’re looking for? Please chat to our friendly team.
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.