Total Duration: 3.5 hours
1. AI Reality Check for Executives (30 minutes)
Purpose: Create clarity, eliminate hype, establish guardrails
What Leaders Will LearnWhat Copilot and Claude actually do (and don’t) Where AI creates real leverage vs. real risk Why “everyone using AI differently” is a governance problem The difference between: Productivity AI (Copilot) Reasoning & drafting AI (Claude) Executive Takeaway
✅ AI is a decision‑support tool, not a decision maker
✅ Accountability never transfers to the AI
2. Microsoft Copilot: Executive Productivity (45 minutes)
Purpose: Show immediate, safe ROI inside Microsoft 365
Demonstrations (Live or Guided)Outlook: executive‑grade email drafting & tone control Teams: meeting summaries, action trackingWord: policy, memo, or advisory draftingPowerPoint: board‑ready slide outlines What Executives Should UnderstandWhat data Copilot can seeWhat it cannot see.cWhy permissions still matter How bad prompts create bad outcomes Executive Takeaway
✅ Copilot saves time inside existing workflows
✅ It must be used with intent and review
3. Claude AI: Executive Reasoning & Advisory Use (45 minutes)
Purpose: Show where leaders should use Claude instead of Copilot
Best Executive Use Cases
Strategy drafts
Risk narratives
Board communications
Policy and SOW language
Plain‑English explanations of complex issuesDemonstrationsTurning technical content into executive languageComparing options and tradeoffsStress‑testing a draft for clarity and liabilityExecutive Takeaway
✅ Claude excels at thinking, writing, and refinement
✅ Best used outside core systems with strict data discipline
4. AI Risk, Governance & Legal Exposure (30 minutes)
Purpose: Protect the organization and the leadership team
Topics
AI‑related liability myths
Data leakage risks
Hallucinations and over‑reliance
Advisory vs. operational responsibility
Documenting AI‑assisted decisions safely
What Regulators, Courts, and Boards Care AboutWas AI guidance reviewed?
Who made the final decision?
Was reliance reasonable?
5. Executive Playbook & Next Steps (30 minutes)
Purpose: Turn insight into action
Deliverables
When executives should use:
Copilot Claude Neither Simple AI decision checklist
Operating principles for leadership teams
What to delegate vs. what must stay human
Closing Discussion
Where AI fits your organization today
Where it should not be used yet
What policies or training are needed next
Executive Q&A
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