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. Engagements install decision structure — not slideware.
30 minutes. Clear next steps. No generic sales pitch.
Most organizations do not need more AI ideas. They need a disciplined way to choose among them, govern them, and hold the portfolio accountable for value. LeanCxOs engagements are structured in three tiers — Decide, Design, Steer — matched to how far your organization has moved from experimentation to enterprise consequence.
Decide — clarity fast
For leadership teams that need a defensible answer to “what should we do about AI?” in weeks, not quarters.
Executive AI Forum
A structured working session that aligns the executive team on where AI matters, what decisions are unresolved, and what requires attention now.
Decision Authority Sprint
Maps who owns AI decisions, approvals, exceptions, and escalations — and closes the gaps that stall or expose the enterprise.
AI Readiness Assessment
A candid read of data, governance, talent, and operating readiness against the ambitions on the table.
Portfolio Filter
Separates high-value, decision-ready opportunities from noise, duplication, and unfunded ambition.
Leadership leaves with a shared decision map, a prioritized short list, and named ownership.
Design — the operating model
For organizations building the structures that let AI move fast without creating exposure.
AI Strategy Roadmap
Sequenced priorities tied to enterprise outcomes, funding logic, and explicit stop/scale criteria.
Governance Model & Decision Rights
Defines what is allowed, what requires review, and how risk is controlled — designed for speed, sized for audit and board scrutiny.
Vendor / Platform Decision Gate
A disciplined evaluation frame for the build/buy/partner decisions that get ahead of enterprise decision rights.
Board AI Briefing
Equips directors to oversee AI with the same rigor as financial and operational risk.
A governance and operating model the organization actually uses — because it was designed around decisions, not documents.
Steer — ongoing accountability
For leaders who need the cadence, reporting, and value discipline to persist after launch.
Executive Steering Office
A standing advisory rhythm that keeps decision authority, exceptions, and escalations working under real conditions.
Quarterly Portfolio Review
Re-tests the portfolio against value, risk, and readiness; recommends what to fund, stop, sequence, or scale.
Board Oversight Advisory
Board-ready reporting and counsel for directors accountable for AI’s risk and value posture.
Value Capture Office
Ties AI initiatives to measurable outcomes — margin, risk reduction, capacity — with executive ownership attached.
Accountability that survives contact with the operating calendar.
How engagements begin
Most clients begin with a specific leadership question, not a fully defined scope. A brief advisory conversation clarifies the decision problem, identifies where governance is exposed, and shapes the right entry point — typically inside the Decide tier.
LeanCxOs is built for executive teams where AI decisions carry real consequences — PE-backed and mid-market enterprises, regulated and complex operating environments. It is not staff augmentation, generic AI training, or a project factory.
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.