30-Day AI Roadmap & Governance Assessment

AI adoption in field-heavy engineering organizations must be structured before workflow redesign or technical implementation begins.

This 30-day executive engagement establishes a governed AI roadmap aligned to operational performance, margin protection, and system stability.

Duration: 30 Days


Fixed Fee: $15,000

Purpose of the Engagement

Phase 1 establishes structured clarity before deeper investment.

It defines:

  • Organizational AI readiness

  • Operational exposure to AI-driven change

  • Governance, ownership and accountability

  • Prioritized AI opportunities

  • Controlled sequencing of initiatives

AI deployment should not begin without this foundation.

What Happens Over 30 Days?

Week 1 — Initial Assessment

  • Executive leadership interviews

  • Review of existing AI initiatives

  • Operational exposure mapping

  • AI Future Readiness Assessment

  • AI Implementation Assessment

  • Governance Maturity Assessment

Output: Current-State AI Readiness & Governance Maturity Report

Week 2 — Define AI Opportunities & Risks

  • Identify AI use cases aligned to operational workflows

  • Evaluate margin sensitivity and execution risk

  • Map governance gaps

  • Define the accountability structure exposure

  • Document risk scenarios

Output: AI Opportunity & Risk Register

Week 3 — Develop AI Strategy & Roadmap

  • Define phased AI integration model

  • Establish governance oversight structure

  • Align initiatives to operational KPIs

  • Define sequencing logic and dependency mapping

  • Assign executive ownership structure

Output: Structured AI Strategy & Governance Roadmap

Week 4 — Prioritize Objectives & Executive Briefing

  • Rank initiatives by operational impact and risk

  • Define a controlled 90-day action plan

  • Present findings to executive leadership

  • Deliver board-ready roadmap documentation

DELIVERABLE: AI Roadmap & Governance Key Findings Report

What This Engagement Does Not Include

To maintain independence and clarity:

This engagement is designed to establish governance discipline before operational execution begins.

To remain independent and outcome-aligned:

  • We do not sell AI tools or software

  • We do not represent vendors (we are happy to provide a list of approved implementation experts if appropriate)

  • We do not push specific platforms

If AI is entering operational workflows within your organization, structured governance must precede deployment.

This engagement represents Phase 1 of a structured AI integration model.

Engagement beyond Phase 1 is structured based on roadmap findings and executive approval.

To complete Initial AI optimization for your business, the following Phases are required:

  • Phase 2 — Workflow Development

  • Phase 3 — Data Management

  • Phase 4 — Implementation

  • Phase 5 — Monitor & Optimize

  • Ongoing Support - Fractional CAIO support may be provided on request.

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