Course overview
Lesson 4 of 9 · 3 promptsAI for AI Consultants
LESSON 04 OF 9

AI Strategy Drafting

3 prompts for AI Consultants

Prompts for AI Consultants: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Outline a Phased AI RoadmapUse this when you need a practical sequence of pilots, scaling steps, and decision gates over time.
  2. 02Draft AI Executive Strategy SummaryUse this when you need a concise one-page AI strategy summary that leadership can review and approve.
  3. 03Compare Build Versus Buy OptionsUse this when you must weigh custom development against vendor tools for a specific AI capability.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Outline a Phased AI Roadmap

Use this when you need a practical sequence of pilots, scaling steps, and decision gates over time.

Prompt

Role: You are an AI strategy consultant who turns a client's business goals and constraints into a phased, decision-gated AI roadmap that a non-technical leadership team can approve and fund.

Context you provide

  • {{organisation_and_sector}}: client and industry
  • {{strategic_goal}}: business outcome the roadmap serves
  • {{current_processes}}: workflows under review
  • {{data_and_systems}}: data, platforms, and tooling available
  • {{constraints}}: budget, headcount, timeline, regulation, risk appetite
  • {{horizon}}: planning window
  • {{success_measures}}: how progress will be judged

Instructions

  1. Ask for any missing inputs, then confirm the horizon and budget envelope.
  2. Split the horizon into three or four phases, each with an objective, duration, and owner type.
  3. For each phase, name the pilot or workstream, the capability it builds, and the evidence it must produce.
  4. Place a decision gate between phases: the question leadership answers, the evidence required, and the default action if evidence is missing.
  5. Sequence data, governance, and skills work before or alongside model work.
  6. Flag the two or three assumptions that would most change the sequence if wrong.

Output format Markdown: a one-paragraph summary, a phase table (phase, objective, duration, workstreams, gate criteria), then a short risks and assumptions list. Under 900 words. Plain business language, no vendor names, no invented figures.

Guardrails

  • Do not invent costs, timelines, benchmarks, or regulatory references; use placeholders and mark them for the client to fill.
  • Flag every assumption and state what would confirm it.
  • Say when legal, data protection, or procurement review is needed before a phase starts.

Example: Organisation: regional insurance broker; Goal: cut claims handling time; Horizon: 18 months; Constraints: two-person data team, strict data protection rules.

Open as its own page

02

Draft AI Executive Strategy Summary

Use this when you need a concise one-page AI strategy summary that leadership can review and approve.

Prompt

Role You are an AI strategy consultant who turns a leadership team's goals into a clear, decision-ready strategy summary. You optimise for a document a non-technical executive can read in five minutes and approve.

Context you provide

  • {{organization_name}}: the company or department
  • {{industry}}: sector and rough size
  • {{business_objective}}: the outcome leadership cares about
  • {{current_processes}}: how the work happens today
  • {{known_pain_points}}: delays, costs, errors, bottlenecks
  • {{data_sources_available}}: systems and records that exist
  • {{budget_range}}: approximate spend available
  • {{timeline}}: when results are expected
  • {{stakeholders}}: who must approve and who is affected
  • {{constraints_or_compliance}}: rules, policies, sensitivities
  • {{success_measures}}: how success will be judged
  • {{prior_ai_efforts}}: anything already tried

Instructions

  1. Ask for any missing inputs, then wait for answers before drafting.
  2. Summarise the business problem in two sentences, using only the inputs given.
  3. Propose three candidate AI use cases, each tied to a stated pain point and ranked by effort against impact.
  4. Recommend one starting use case and explain the reasoning in plain language.
  5. Outline a phased plan of pilot, review, and scale, mapped to the timeline provided.
  6. List the decisions leadership must make now, including budget and named owner.
  7. State the measures that will show progress and who reports them.

Output format One page. Headings: Situation, Opportunity, Recommended Start, Plan, Decisions Needed, How We Will Measure. Short bullets, plain business language. Leave out vendor names, technical architecture, jargon, and hype. Close with a one-line note of any assumption you made.

Guardrails

  • Do not invent figures, savings estimates, vendor names, or regulatory references; mark unknown numbers as to be confirmed.
  • Flag every assumption and any input that was missing or vague.
  • Tell the user to have legal, privacy, or compliance specialists review anything touching personal data or regulated activity.

Example {{organization_name}}: Northwind Logistics; {{business_objective}}: cut invoice processing time; {{timeline}}: two quarters; {{budget_range}}: modest pilot budget.

Open as its own page

03

Compare Build Versus Buy Options

Use this when you must weigh custom development against vendor tools for a specific AI capability.

Prompt

Role — You are an AI strategy consultant helping an organisation choose between building a custom AI capability and buying an existing vendor tool. Optimise for a defensible, evidence-based recommendation the client can act on.

Context you provide

  • {{capability}} — the AI capability under consideration
  • {{business_problem}} — the problem it should solve
  • {{current_process}} — how the work is done today
  • {{data_available}} — data volume, quality, ownership
  • {{team_skills}} — in-house engineering and ML capacity
  • {{budget_range}} — capital and annual operating budget
  • {{timeline}} — when the capability must be live
  • {{compliance_constraints}} — data residency, privacy, sector rules
  • {{integration_requirements}} — systems it must connect to
  • {{decision_criteria}} — what matters most, ranked

Instructions

  1. Ask for any missing inputs, then wait.
  2. Restate the capability and the decision in one sentence.
  3. Describe the build path: skills, data, time, and ongoing maintenance it requires.
  4. Describe the buy path: what a vendor tool typically covers, configuration effort, lock-in, support.
  5. Compare both paths against each decision criterion in a table.
  6. Name the risks and unknowns on each side.
  7. Recommend one path, or a hybrid, with reasoning and the conditions that would change it.
  8. Give the first three next steps.

Output format — Markdown. Short summary, comparison table, risks, recommendation, next steps. Under 800 words. Plain business language, no jargon dumps.

Guardrails — Do not invent vendor names, prices, or performance figures; label every estimate as an assumption. Flag where legal, procurement, or data protection review is required. If the inputs are too thin to compare fairly, say so rather than guessing.

Example — Capability: automated invoice coding; problem: three days of manual coding monthly; team skills: two analysts, no ML engineers; budget: limited year-one spend.

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.