Become an AI transformation strategist

Honest note: The nine steps follow the AI Transformation Strategist course. Extra reading from other courses is listed at the end. It does not count towards the certificate.

1. 1

   Step 1 of 9

   Know what AI can and cannot do

   Explain in plain words what AI does well and badly, and how the main parts work.

   Lessons0/2 done

   • ○AI Strategy in Plain WordsCourse: AI Transformation Strategist
   • ○AI Technology Literacy for LeadersCourse: AI Transformation Strategist

   Tool: ChatGPTTool: ClaudeTool: NotebookLM

   Before you move on: Write a one-page note for a manager: three things AI can do for your team and one it should not do alone.

2. 2

   Step 2 of 9

   Pick the right use cases

   Choose work that is worth automating, and choose the simplest kind of solution.

   Lessons0/1 done

   • ○Finding & Ranking AI Use CasesCourse: AI Transformation Strategist

   Before you move on: List ten ideas, score each one, and keep the top three.

3. 3

   Step 3 of 9

   Check the data is ready

   Find out whether the information the AI needs is current, allowed and reachable.

   Lessons0/1 done

   • ○Data Readiness & Company KnowledgeCourse: AI Transformation Strategist

   Before you move on: Run the data readiness check on your top use case and write a fix plan.

4. 4

   Step 4 of 9

   Make the business case

   Put real numbers on the benefit and on the true running cost.

   Lessons0/1 done

   • ○The Business Case: Costs, Benefits & PaybackCourse: AI Transformation Strategist

   Calculator: Automation ROI calculatorCalculator: Agent run cost calculator

   Before you move on: Write a one-page business case with a benefit range, a monthly cost and a stop rule.

5. 5

   Step 5 of 9

   Manage risk and rules

   Know who owns each AI system, what data it touches and what could go wrong.

   Lessons0/1 done

   • ○Risk, Rules & GovernanceCourse: AI Transformation Strategist

   Before you move on: Make a short risk register for one use case: what could go wrong, how bad, and who decides.

6. 6

   Step 6 of 9

   Bring people along

   Help the team adopt the new way of working, and measure real use.

   Lessons0/1 done

   • ○Change Management & AdoptionCourse: AI Transformation Strategist

   Before you move on: Write a change plan with a message, training, support and a weekly adoption number.

7. 7

   Step 7 of 9

   Pilot, scale and run

   Start small, measure honestly, and decide when to scale or stop.

   Lessons0/1 done

   • ○Pilots, Scaling & the Operating ModelCourse: AI Transformation Strategist

   Before you move on: Write a pilot plan with a success number, a stop rule and a date to decide.

8. 8

   Step 8 of 9

   Measure value and report

   Track use, quality and value, and report to leaders with the decision you need.

   Lessons0/1 done

   • ○Measuring Value & Reporting to LeadersCourse: AI Transformation Strategist

   Before you move on: Build a one-page scorecard and write a five-line update for a leader.

9. 9

   Step 9 of 9

   Get interview-ready

   Solve a business case aloud with a method, and show real artifacts.

   Lessons0/1 done

   • ○Strategy Interviews & Case PracticeCourse: AI Transformation Strategist

   Before you move on: Do a timed case, record it and fix the weakest step.