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Expert · Classroom / In-house

AI Portfolio Decision Workshop

Planning This course is not yet bookable.

Several AI initiatives compete for budget and specialist staff. Your leadership team compares them, allocates resources and reorders the portfolio when conditions change. Keep an editable board with follow-up assignments, owners and dates for further work.

Several AI initiatives compete for the same budgets and specialist staff. In this planned workshop, examine a portfolio in your organisation and compare the initiatives’ expected value, risks and operating consequences. Clarify decision rights, test assumptions and set conditions for approval, safeguards or termination. Role changes bring in objections from technology, business, risk and operations.

Each participant records an individual contribution to the assessment and decision and revises it following feedback. With the appropriate mandate, record the joint portfolio decision; otherwise, prepare a proposal for the responsible body. The result contains prioritised options, reasoning, unresolved questions and a review date. Example cases replace confidential or unavailable documents.

In the case, three initiatives compete for two specialists: one has demonstrated value, one has unresolved data rights and one avoids an operational bottleneck. Compare the options and record resources, conditions and a review date.

What you will work on

  • Frame an AI portfolio around a specific decision need, time horizon and dependencies, and justify which options belong in the decision.
  • Assess options against explicit value, risk, effort and operating criteria, making assumptions and uncertainty visible.
  • You jointly reorder a portfolio after a change in resources.

Who it is for

  • Members of an executive team or steering committee
  • Functional leaders responsible for AI, digital or data
  • Decision-makers in risk, operations or portfolio planning

Topics

  • Portfolio boundary and the decision question
  • Value assumptions, evidence and data quality
  • Risk, safeguards and operating consequences
  • Options, resources and dependencies
  • Decision rights and conditions for approval or termination
  • Committee brief, challenge and review points

Your result

Your editable portfolio board records the agreed priorities, resources, follow-up assignments and review dates for the next decision meeting.

Prerequisites

You have experience in managing or assessing projects and can bring a specific initiative from your area of responsibility. To work on an initiative from your area of responsibility, you need budget, risk or operating information that you are allowed to use. If those documents cannot be used, you can work with an example case.

Format and approach

Two in-person days as a planning assumption, combining short inputs, individual work, role shifts and joint decision work. The exercises can also be run offline with printed templates and cards. Confidential documents are not a precondition.

Planned learning time: 2 days

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