How to AI for Execs

The five highest-value tasks a C-suite executive should try first with Microsoft 365 Copilot to build confidence and demonstrate ROI.

A practical prompting formula that consistently delivers better results from any AI tool, tested and explained for business users.

A step-by-step guide to using ChatGPT to build background briefs, analyse documents, and prepare for board meetings faster.

Claude's extended context window makes it ideal for processing lengthy contracts, reports, and board papers, here is how to use it effectively.

The practical deployment decisions, licences, rollout sequence, training, governance, that determine whether Copilot adoption succeeds or stalls.

Using Copilot, ChatGPT, or Claude to synthesise papers, generate questions, and build a focused agenda more efficiently.

Getting meeting summaries, action items, and follow-up drafts from Teams Copilot, what works, what does not, and how to get the best results.

Practical prompting techniques for using AI to draft, structure, and sharpen board-level communications without losing your voice.

A simple verification framework for assessing AI outputs before using them in decisions, communications, or presentations.

Practical techniques for using Copilot to triage, draft, summarise, and prioritise your email, without losing the personal touch.

Using Claude or ChatGPT to extract key trends from annual reports, management accounts, and competitor financials.

Non-technical executives can now interrogate spreadsheets in plain English, a step-by-step guide to the most useful Copilot Excel features.

Using AI as a thinking partner to stress-test arguments, anticipate objections, and rehearse critical executive conversations.

Creating and refining board-ready slides using Copilot, practical techniques for the most time-consuming executive task.

A step-by-step workflow for using AI tools to gather, synthesise, and interpret competitor intelligence for strategic decisions.

Five practical rules for using AI tools in ways that protect your organisation, your data, and your professional integrity.

Claude's Projects allow you to maintain context across sessions, a guide to using this for sustained strategic analysis and document management.

A practical guide to ChatGPT's research mode, what it does better than standard prompting, and where to exercise caution.

For organisations on Google Workspace, a practical guide to the Gemini features that deliver immediate executive productivity gains.

Using ChatGPT's custom GPT builder to create a team-specific AI assistant, without needing a developer.

Practical workflows for using AI to process information faster, make better decisions, and reduce cognitive load in an executive role.

From pipeline analysis to customer meeting prep to proposal drafting, a guide to Copilot's highest-value sales applications.

A facilitated approach to introducing directors to AI tools in a low-risk, confidence-building way.

Practical techniques for using Claude, Copilot, or ChatGPT to process lengthy documents and surface the information that actually matters.

Integrating AI tools into your annual strategic planning process, practical workflows that save time and improve output quality.

Moving beyond task automation: how executives can use AI for reflective thinking, decision quality, and leadership development.

Practical metrics and observation techniques for evaluating AI adoption quality, beyond usage dashboards.

Using AI to anticipate tough questions, stress-test messaging, and rehearse responses for high-stakes communications.

From drafting strategy documents to editing board papers, practical Copilot Word techniques that save hours in a senior leader's week.

Practical AI use cases in recruitment, engagement analysis, and workforce planning, with governance considerations for each.

The six most frequent errors senior leaders make when using AI tools, and the practical fixes for each.

Using AI to synthesise customer feedback, analyse sentiment, and generate hypotheses for marketing strategy.

Creating a shared, curated collection of tested prompts that delivers consistent, high-quality outputs across your senior leadership team.

Microsoft's enterprise AI development platform explained, what it enables, what it costs, and when your organisation needs it.

A structured ROI assessment process for Microsoft 365 Copilot, using Forrester's benchmarks alongside your own business metrics.

Practical AI applications in legal and compliance contexts, with important caveats on verification and professional oversight.

Using AI to synthesise operational, financial, and market data into a real-time executive briefing, practical tool options and workflow design.

The specific configurations, tool choices, and usage guidelines that allow executive teams in financial services, healthcare, and law to use AI safely.

Using AI to strengthen RNS announcements, shareholder letters, and investor presentations, with guidance on what AI should and should not write.

A facilitated format for introducing a leadership team to AI tools practically, moving from scepticism to informed adoption in a half-day session.

The specific Copilot features that deliver the most value for finance leaders, from scenario modelling to management reporting.

Practical techniques for using AI to make your writing clearer, more persuasive, and more appropriate for your audience.

A practical decision matrix: which AI tool is best suited to which type of executive task, and why.

Using RAG-based AI tools to make your organisation's knowledge searchable and accessible, practical options for non-technical decision makers.

A guide to Perplexity as a citation-grounded research tool, when to use it instead of, or alongside, ChatGPT and Claude.

Using AI to facilitate faster, more comprehensive retrospectives, extracting lessons learned from documents, meeting notes, and data.

Setting up ChatGPT, Claude, and Copilot for an EA role, with templates, workflows, and governance considerations.

Using AI to rapidly draft, test, and refine crisis communications, with critical guidance on human oversight and sign-off.

A step-by-step introduction to AI tools for the senior leader who is starting from scratch, written without technical assumptions.

Moving from occasional AI use to embedded habits, a practical programme for senior leaders who want to get consistently more value from AI.