Lean Data & AI Strategy Workshop Template

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Why to use?

Draft a Lean Data & AI strategy that guides your agile transformation to a data-driven and AI-powered business.

Who to use

Data & AI designers, strategists and consultants can use this template for a one-day workshop with the business domain owners, data & AI experts and IT professionals.

When to use?

Your (client) company wants to use data and AI to achieve its strategic goals. To do this, you identify and prioritize relevant analytics and AI use cases and specify them to the extent that the necessary transformational changes and investments in technology, organization, and people (TOP initiatives) are clear.

The result of the workshop is:

a catalog of critical analytics & AI use cases
a roadmap for increasing the analytics & AI maturity
a concept for required data & AI products, analytics & AI tools and data assets
a data & AI architecture and organization
next-best steps to execute the data & AI strategy

What to use?

This workshop template is based on the tried and tested Data & AI Business Design Method, which is used worldwide by many well-known companies and consultancies. It uses the canvases of the Data & AI Business Design Kit, which is made freely available under a Creative Commons license.

How to use?

This workshop template guides you through preparing, running and following up a Lean Data & AI Strategy workshop. For each workshop phase (from preparation to business, user, and data understanding to follow-up), there is a separate tutorial explaining how to use the canvas specific to that task:

Before the workshop

I. Preparation: Select workshop participants.

During the workshop

II. Intro: Make an introduction round.

III. Business Understanding: Ideate & prioritize analytics & AI use cases.

IV. User Understanding: Assess analytics & AI maturity and plan roadmap.

V. Data Understanding: Design data & AI products, architecture & organization.

VI. Outro: Make a feedback round.

After the workshop

VII. Follow-Up: Get strategy done.

Working through these phases in an agile manner ensures that a value-oriented, user-centered and data-driven strategy emerges at the end and that all stakeholders are ready to go, i.e. get the strategy done.

Where to find more?

Datentreiber offers you not only this Miroverse template, but also:

The Data & AI Business Design Kit offers numerous open source canvases for applying the Data & AI Business Design Method.
In addition, the free Data & AI Business Design Community is available for exchange, events, and expert content.
Paid online and onsite training courses with certification are available at the Data & AI Business Design Academy.
Many additional management tools, workshop templates, and project blueprints are available from our commercial Data & AI Business Design Bench.
Our Data & AI Business Consulting offers support for your data & AI strategy, innovation, and transformation projects.

If you are interested or have any questions or feedback, please contact us at: info@datentreiber.de.

Martin Szugat

Data & AI Business Designer@Datentreiber

To help companies to design and transform into data-driven and AI-powered businesses I've invented the Data & AI Business Design Method and our company Datentreiber developed the Data & AI Business Design Kit - a collection of open source canvases - as well as the Data & AI Business Design Bench - a commercial collection of Miro templates & tools.

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Lean Data & AI Strategy Workshop