AI agent for board members
Director Training and Skills Gap Agent
Keep the board's skills matched to the company's strategy and risks.
What it does
Boards often lack skills the strategy needs, such as cybersecurity, AI oversight or finance, and nobody checks the gap against what the company is trying to do. The agent reads the strategy and the risk list, maps the skills required, compares them with director profiles and training records, and lists gaps. It suggests courses or recruiting criteria, and re-checks after training or an appointment. It repeats the comparison when strategy or risks change. The chair approves the plan. Edge case: the strategy adds a data business, and no director has data governance experience, so the agent proposes both training and a recruiting criterion.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Annual review or strategy change
- Read the strategy and the risk register
- List the skills the board needs
- Compare with director profiles and training records
- Is every required skill covered?If not: List the gap and its link to a strategic goal or risk. Back to step 3.
- Suggest courses, advisers or recruiting criteria for each gap
- Chair approves the planThe agent waits here for your OK.
- Track training and appointments
- Is the gap closed after training or appointment?If not: Re-compare and update the plan. Back to step 3.
- Skills matrix and approved development plan
How it decides
A skill is covered when at least two directors have it at the required level or the board has a plan to cover it. Gaps get a training option and a recruiting option.
- Skills linked to a top 5 risk are priority
- Covered means two directors at working level or one expert
- Gaps without a plan are flagged
- Re-run when the strategy changes
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Skill list and levels
- Review cycle (default annual)
- Coverage rule
- Course providers
What keeps you in control
It always asks you first
- Chair approves the plan
Hard limits
- Never ranks directors against each other
- Never shares profile data outside the governance committee
It stops when
- Done: all priority skills covered
- Stop: the board decides to accept a gap
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
