ADVISORY SERVICES
Advisory for the decisions that determine AI value.
LeanCxOs works at the executive and board level to establish who decides, what is allowed, how risk is controlled, and where AI investment moves next. A focused portfolio of engagements, three stages, one system behind all of them.
30 minutes. Clear next steps. No generic sales pitch.
THE PREMISE
Most organizations do not need more AI ideas. They need a disciplined way to choose among them.
LeanCxOs engagements are structured in three stages, Diagnose, Establish, Sustain, matched to how far your organization has moved from experimentation to enterprise consequence.
If the question is what the AI portfolio actually returns, do not start with a program. Start with the LeanCxOs AI Value & Debt Audit℠.
THREE STAGES
Diagnose. Establish. Sustain.
Diagnose · Find the decision that matters
Executive AI Decision Forum
A focused executive engagement that converts competing perspectives into aligned decisions, accountable owners, and a practical near-term agenda. Designed for leadership teams ready to move from discussion to direction.
Board AI Briefing
Decision-focused preparation for boards and management teams navigating AI investment, value, risk, and accountability. Directors gain sharper oversight questions; management gains a stronger basis for board-ready answers.
AI Decision Maturity Assessment
An evidence-based assessment of whether current decision practices can support the organization’s most consequential AI priorities and exposures. It identifies the constraint leadership must resolve and provides a sequenced path forward without reducing complexity to a misleading headline score.
Establish · Put decision discipline in place
LeanCxOs AI Value & Debt Audit
A focused four-week review of the AI portfolio that separates claimed value from supported evidence, surfaces accumulated decision debt, and brings material initiatives to an executive decision.
AI Scale & Control Sprint
An accelerated intervention for leaders accountable for AI activity expanding beyond established visibility or control, including agentic systems. It clarifies what can scale, under what conditions, and with whose accountability.
Enterprise AI Governance Design
Enterprise governance design that installs the decision architecture: aligning decision authority, accountability, escalation, and oversight with the organization’s operating model and risk profile.
Sustain · Keep accountability active
Executive AI Governance Office
Ongoing executive advisory that keeps priority shifts, exceptions, escalations, and accountability visible. It creates a disciplined decision cadence without adding another administrative layer.
Quarterly AI Portfolio & Value Review
A recurring executive review of portfolio evidence, value, and exposure. Leadership gains a clear basis to fund, govern, scale, measure, or stop each material item.
Board AI Oversight Advisory
Recurring support for boards and management teams as AI investment and exposure evolve. It strengthens oversight materials, management’s accountability narrative, and committee readiness.
HOW ENGAGEMENTS BEGIN
Most clients begin with a leadership question, not a defined scope.
A brief advisory conversation clarifies the decision problem, identifies where governance is exposed, and shapes the right entry point, typically inside the Diagnose stage.
01
Frame
A confidential conversation with the executive sponsor to define the decision problem and what must be true within 90 days.
02
Clarify authority
Establish who decides, what is allowed, and how risk is controlled, at the executive level.
03
Install
Put the operating discipline in place so decisions move with speed, and governance holds without bureaucracy.
04
Steer
Ongoing executive accountability as AI scales, so value stays measured and exposure stays governed.
Every engagement ends in decisions, owners, evidence, and measurable movement, not a maturity grade. Ongoing work is structured as a retainer with accountability milestones, not time-and-materials delivery. Private equity firms engage the same portfolio through a dedicated program built for comparable decision and value discipline across portfolio companies.
BUILT FOR
Enterprises of $250M+ revenue, or PE-owned, with meaningful AI and data spend already committed.
Not staff augmentation. Not generic AI training. Not a project factory.
NEXT STEP
Bring discipline to your next AI decision.
A brief advisory conversation can clarify the decision problem, identify where governance is exposed, and determine the next practical move.
Confidential. Executive-level. No generic sales pitch.