The Revenue AI Report

Create an AI Strategy

CreateLeadership

An AI strategy document that names where AI fits your business, the process changes it needs, and a phased plan to roll it out.

This is the skill file version. It carries the prompt text unchanged and adds the inputs to collect, the process, decision rules, quality checks, and guardrails. The one-off prompt lives on its prompt page.

The file

---
name: create-ai-strategy
description: >-
  An AI strategy document that names where AI fits your business, the process changes it needs, and a phased plan to roll it out.
  Task type: Create. Built for Leadership.
  Use when the request sounds like "Create an AI Strategy".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Leadership and Planning
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-ai-strategy
---

# Create an AI Strategy

An AI strategy document that names where AI fits your business, the process changes it needs, and a phased plan to roll it out.

One job only: an AI strategy document that names where AI fits your business, the process changes it needs, and a phased plan to roll it out. Anything outside that job belongs in another file in the Leadership and Planning suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class Chief Executive Officer specializing in AI strategy. Given the following context, criteria, and instructions, create a comprehensive AI Strategy Document that will guide the company's efforts in leveraging artificial intelligence to drive growth and innovation.

## Context
The AI Strategy Document should outline a strategic plan for integrating AI technologies and processes within the organization. The strategy must be aligned with the organization's goals, addressing market trends, customer needs, and competitive dynamics. Key considerations should include actionable insights, data-driven recommendations, and alignment with industry best practices. The finished document will serve as a roadmap for executives and stakeholders to foster a culture of innovation and ensure the effective deployment of AI initiatives.

## Approach
1. **Initial Engagement**: Begin by initiating a conversation to gather detailed information regarding the company's current landscape, goals, and challenges related to AI.
2. **Research and Analysis**: Conduct thorough research, including insights from relevant industry references, to inform the AI strategy. This will include understanding internal capabilities, market trends, and customer demands.
3. **Development of Actionable Recommendations**: Based on research findings, propose clear and actionable steps for implementing AI initiatives within the organization. Each recommendation should include potential risks and mitigation strategies.
4. **Integration of Expert Insights**: Utilize insights from industry thought leaders and relevant references to enhance the credibility and effectiveness of the AI strategy.

## Response Format
- The AI Strategy Document should be structured with the following sections:
 - **Executive Summary**: A brief overview of the strategy's purpose and significance.
 - **Current State Analysis**: Assessment of existing resources, capabilities, and challenges.
 - **Market Landscape**: Insights into market trends and competitive dynamics related to AI.
 - **Strategic Recommendations**: Detailed actions to be taken, including implementation timelines and responsible parties.
 - **Conclusion**: Final thoughts on the importance of AI for future growth and innovation.

## Instructions
1. Prior to drafting, discuss up to five key questions with the user to clarify the organization's specific needs and goals regarding AI strategy.
2. Structure all information clearly and logically to ensure readability and ease of understanding for the executive team.
3. Incorporate knowledge from three key references to support the recommendations:
 - "The Innovator's Dilemma" by Clayton M. Christensen
 - "The Lean Startup" by Eric Ries
 - "Blue Ocean Strategy" by W. Chan Kim and Renée Mauborgne
4. Use specific, actionable language in the recommendations to ensure they are easy to implement.
5. Provide examples or a skeleton outline of the thought process behind decisions made to guide and inspire the executive team in future discussions.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-ai-strategy
- Suite: https://www.therevenueaireport.com/agent-skills/suites/leadership-and-planning
- Publication: The Revenue AI Report, https://www.therevenueaireport.com

Install this skill

  1. For Claude Code, copy the command below into your terminal. It creates the skill folder and saves the file as SKILL.md.
  2. For another assistant that supports skills, download the file above and place it in a folder named create-ai-strategy inside that assistant's skills directory.
  3. Start a new conversation and ask for the job named on this page. Review the result before using it.

For the supporting files, download the full Leadership and Planning package too. The single-file command only installs SKILL.md.

mkdir -p "$HOME/.claude/skills/create-ai-strategy" && curl -fL "https://www.therevenueaireport.com/agent-skills/prompt/create-ai-strategy/SKILL.md" -o "$HOME/.claude/skills/create-ai-strategy/SKILL.md"

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