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AI TRAINING

Delivering AI Diagnostics at Client Engagements

Run end-to-end AI diagnostic engagements that produce credible, decision-ready reports clients act on.

Format
programme
Level
practitioner
Audience
Boutique consultants and freelance senior consultants who want to productise AI diagnostic services
Prerequisites
At least three years of consulting or advisory experience; basic familiarity with AI/ML concepts at awareness level

What it covers

This practitioner programme equips consultants with a repeatable methodology for scoping, running, and presenting AI readiness diagnostics at client organisations. Participants work through a full engagement simulation: stakeholder interviews, data maturity scoring, use-case prioritisation, and steering-committee delivery. The format combines structured frameworks with live practice sessions so attendees leave with reusable templates, a personal scoring rubric, and the confidence to sell and deliver these engagements independently.

What you'll be able to do

  • Design and price a structured AI diagnostic engagement scoped to a client's size and sector
  • Facilitate a 90-minute stakeholder discovery workshop and extract scored readiness signals
  • Apply a weighted scoring rubric to assess data maturity, organisational readiness, and use-case viability
  • Write a structured diagnostic report with prioritised recommendations a C-suite audience can action immediately
  • Deliver a 20-minute steering-committee presentation and handle pushback on AI investment decisions

Topics covered

  • Scoping and pricing an AI diagnostic engagement
  • Designing stakeholder interview guides and data-gathering questionnaires
  • Scoring frameworks: data maturity, AI readiness, and use-case feasibility
  • Facilitation techniques for cross-functional discovery workshops
  • Use-case prioritisation matrices (impact vs. effort vs. risk)
  • Structuring and writing a consultant-grade diagnostic report
  • Steering-committee presentation design and objection handling
  • Engagement risk management and ethical red flags

Delivery

Delivered over three to four weeks in a blended format: two live full-day virtual workshops bookending the programme, with asynchronous case work in between. Participants complete a real or simulated client diagnostic between sessions and receive written and peer feedback. Materials include a diagnostic playbook (PDF + editable), scoring spreadsheet templates, interview guide bank, and a slide deck master for final reports. Hands-on practice represents approximately 60% of total contact time.

What makes it work

  • Using a pre-agreed scoring rubric shared with the client sponsor before the kickoff, reducing scope disagreements later
  • Running at least one cross-functional workshop mid-engagement to surface conflicting priorities before the final report
  • Anchoring every recommendation to a quantified business outcome the client has already validated
  • Building a short 'next-steps decision tree' into the steering-committee deck to convert insight into commitment

Common mistakes

  • Jumping straight to tool recommendations before completing a thorough data and process audit
  • Interviewing only IT or data leads and missing operational and commercial stakeholders
  • Producing a generic maturity score without tying findings to the client's specific business priorities
  • Presenting the report as a document review rather than a facilitated decision-making session

When NOT to take this

This programme is not appropriate for in-house AI teams tasked with internal capability assessments, the engagement-management and client-relationship components are irrelevant, and a lighter internal audit framework would serve them better.

Example providers

This page describes a training topic. It gives no price or duration: those depend on the provider and your team. The free diagnostic tells you which trainings your team needs first.