AI Transformation Strategy Mini-Project with Yi Zhou

What You’ll Gain

• AI-Native Vision & Strategy: Align leadership on the “why” and “what next” for AI transformation.

• Transformation Roadmap: Identify critical milestones and investment priorities.

• Capability Maturity Assessment: Benchmark your team or organization using the Agentic Maturity Ladder (L0–L5).

• Execution Alignment: Connect strategic intent with Agentic Engineering practices and operating models.

• ROI Framework: Outline measurable business impact and readiness for scale.

Coaching Instructions

1. Before Your Session

To make the most of your session, please share the following at least 5 days in advance:

1. Current State: Describe your organization’s AI goals, teams, and challenges.

2. Strategic Focus: Highlight 2–3 areas you’d like to explore (e.g., capability maturity, operating model, business case).

3. Supporting Materials (Optional): Include org charts, strategic plans, or initiative summaries if available.

Yi will review your inputs and prepare a tailored discussion framework for your context.

2. During Your Session

Together, you’ll:

• Clarify your AI-Native vision and transformation priorities

• Assess AI capability maturity using Agentic benchmarks

• Identify strategic gaps and acceleration opportunities

• Map a lean transformation roadmap that can scale to a full program

• Discuss ROI levers and business value realization pathways

Expect a focused, executive-level working session that translates complex strategy into clear, next-step execution.

3. After Your Session

You’ll receive a concise AI Transformation Review Report, including:

• Summary of findings and key recommendations

• Maturity assessment snapshot

• Priority roadmap and suggested next steps

• Guidance on expanding to a full-scope transformation project (1–3 months)

This ensures your team can move forward with strategic clarity, structured direction, and measurable impact.