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The Four Phases of Becoming an AI-Enabled Leader

AI leadership isn’t learned in theory—it’s built through guided experience. Our structured, four-phase approach transforms the way you think, lead, and deliver results with Microsoft Copilot, Fabric, and the Power Platform. Each phase builds confidence and clarity, turning AI into your trusted strategy, marketing, and management partner.

This program can be fully customized for your industry, role, or leadership level, ensuring every session aligns with your organization’s priorities and culture.

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1

AI Mindset

Understand the true impact of AI on leadership, strategy, and innovation. Learn how AI can amplify human judgment and reshape how decisions are made across your organization.

2

Prompt Crafting

Gain hands-on experience using Microsoft Copilot Studio and generative AI tools to design effective prompts that drive insight, creativity, and problem-solving across departments.

3

Use Case Development

Collaborate with peers to identify and build real-world use cases—from automating marketing content and improving team communication to simplifying data analysis and project management.

4

Measurement

Define measurable KPIs to evaluate adoption, performance, and ROI from your AI initiatives. Build Power BI dashboards to visualize progress and keep leadership engagement high.

Sample Agenda

The goal of this workshop is to create quick paced, hands-on training for leaders to transform their jobs and gain huge productivity gains. For the half-day workshop, most companies divide the workshop by team so we can customize the prompt training by their job type.

Half Day Workshop
Full Day Workshop
Microsoft 365 AI Options
09:00 am → 10:00 am

AI as a Thought Partner

  • Building an AI-enabled partner to challenge you.
  • Making AI a strategist, challenger and coach.
  • Hands-on: Build a company profile file to enable deeper conversations. 
  • Hands-on: Create a personal AI thought partner ritual set of prompts.
  • Hands-on: Setting up your AI tool (Copilot, ChatGPT, Claud, etc) so it knows you.
  • Hands-on: Preparing for staff meetings.
  • Hands-on: Building a company profile to ensure AI knows more about you.
10:00 am → 10:30 am

Prompting for Customers

  • AI to analyze customer feedback, generate engagement strategies, craft empathetic messaging.
  • Testing ideas through the lenes of a skeptical AI partner.
  • Testing entering a new market or a new product
  • Evaluating a prospecting email via AI
  • Role-play prompts for handling customer pain points, objections or drafting a value message.
  • Hands-on prompting exercise and competition. 
10:30 am → 10:45 am

Break

10:45 am → 11:15 am

Prompting for Strategy & Vision

  • AI for scenario planning, strategy testing, and competitive insights.
  • Testing a strategic 3-year plan with AI.
  • Vision crafting with AI
  • Hands-on: Building a super-prompt to repeat a daily routine
  • Hands-on: prompts to evaluate “What-if” scenarios for your org.

 

10:45 am → 11:15 am

Prompting for Stakeholder Relations

  • Building stakeholder presentation decks, anticipate stakeholder questions and generate financial narratives.
  • SWOTs, scenarios, competitive moves; build a Strategic Prompt Library.
  • Hands-on prompting to turn a complex financial picture into an executive-ready message.
11:15 am → 12:00 pm

Implementation and Action Plan

  • Help leaders turn what they’ve learned about AI prompting into an actionable 90-day leadership transformation plan
  • Make prompting part of your daily workflow.
  • Pinpoint where AI can make the biggest difference.
  • Measuring the effectiveness of implementation across the organization.
  • Create a short-term, measurable implementation roadmap.
09:00 am → 10:00 am

AI as a Thought Partner

  • Building an AI-enabled partner to challenge you.
  • Making AI a strategist, challenger and coach.
  • Hands-on: Build a company profile file to enable deeper conversations. 
  • Hands-on: Create a personal AI thought partner ritual set of prompts.
  • Hands-on: Setting up your AI tool (Copilot, ChatGPT, Claud, etc) so it knows you.
  • Hands-on: Preparing for staff meetings.
  • Hands-on: Building a company profile to ensure AI knows more about you.
10:00 AM → 10:30 AM

Prompting for Customers

  • AI to analyze customer feedback, generate engagement strategies, craft empathetic messaging.
  • Testing ideas through the lenes of a skeptical AI partner.
  • Testing entering a new market or a new product
  • Evaluating a prospecting email via AI
  • Role-play prompts for handling customer pain points, objections or drafting a value message.
  • Hands-on prompting exercise and competition. 
10:30 am → 10:45 am

Break

10:45 am → 11:30 am

Prompting for Strategy & Vision

  • AI for scenario planning, strategy testing, and competitive insights.
  • Testing a strategic 3-year plan with AI.
  • Vision crafting with AI
  • SWOTs, scenarios, competitive moves; build a Strategic Prompt Library.
  • Hands-on: Building a super-prompt to repeat a daily routine
  • Hands-on: prompts to evaluate “What-if” scenarios for your org.
11:30 am → Noon

Prompting for Management & Operations

  • Running meetings, analyzing KPIs, drafting performance feedback.
  • Turn raw data into decision-ready insights.
  • Hands-On: Running a staff meeting with an AI side kick
  • Hands-on: AI writes a manager’s 1-page summary for the week.

 

Noon → 1:00 pm

Lunch Break

1:00 pm → 1:45 pm

Prompting for Stakeholders

  • Dealing with a difficult stakeholder with an AI assistant.
  • Anticipating questions from your stakeholders.
  • Translating financial and KPI numbers.
  • Vision and investor messaging
  • Hands-on: Stakeholder simulation
1:45 pm → 2:30 pm

Prompting for Innovation and Problem Solving

  • Prompting for crisis management
  • Prompting for creative partnerships and go-to market ideas
  • Hands-on application: Innovation Sprint with AI taking a problem from idea to a one slide presentation with solutions.
  • Hands-on competition: Prompting during a simulated disaster
2:30 pm → 2:45 pm

Break

2:45 pm → 3:30 pm

Prompting for Productivity & Personal Leadership

  • Build daily prompt routines to summarize meetings, emails, and action items.
  • Use AI to prioritize tasks and create weekly planning briefs.
  • Improve focus and delegation using AI-generated task plans.
  • Hands-On: Design Your AI Workday
3:30 am → 5:00 pm

Implementation and Action Plan

  • Prioritize 2–3 high-impact AI use cases per leader.
  • Translate workshop insights into a concrete, three-phase (0-30/31-60/61-90 day) plan.
  • Prepare an internal rollout or pilot plan for their teams.
  • Pinpoint where AI can make the biggest difference.
  • Create a short-term, measurable implementation roadmap.
  • Hands-On: “Roadmap Builder” – guided worksheet completion followed by peer review and facilitator coaching.
15 Mins → 30 Mins

Optional Add-ons

Each module can be any length based on client needs.

  • Research and Analysis prompting 
  • Building agents in M365 Chat
  • Word
  • Excel
  • Power Point
  • Teams

Why AI Enablement Matters

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5X Productivity Gains

Boost efficiency by automating repetitive tasks and surfacing real-time insights with Microsoft Copilot, Power Automate, and AI agents. Free your team to focus on strategy and innovation while achieving up to 5X productivity gains.

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Data-Driven Decisions

Unify data across systems with Microsoft Fabric and visualize insights in Power BI. Empower leaders to spot trends, forecast results, and make confident, data-informed decisions.

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Smarter Operations

Integrate AI copilots and agents to manage tasks like scheduling, reporting, and customer inquiries—reducing errors, improving consistency, and freeing staff for higher-value work.

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Measurable Impact

Define success metrics and visualize results with Power BI dashboards. Track productivity, cost savings, and customer satisfaction to prove real ROI from AI investments.

97% of fortune 100 companies trust us

Thousands of companies use Pragmatic Works to learn how to best develop and administer their analytics and data systems.

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Our clients say

Group 116046788

Well worth the investment! We were able to steamroll through a number of blockers and get jumpstarted on something that will take a bit longer.

Group 116046789

Nate swiftly helped us with our maintenance question, and took some time to whiteboard Power Automate Solutions and a hypothetical scenario.  Just what we needed.

Group 116046790

I received information which will inform future decisions with regards to what is available out of the box, vs custom code. 

Group 116046791

I'm not sure that his service could be improved at this point.  Everything was spot on, detailed and accurate.  Thank you!

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