Is this a technical session?

No. It is designed for business leaders. It focuses on decisions, investment, risk and ownership, with short live demonstrations.

What is cost-of-inefficiency mapping?

It is CA Dhaval Kodilkar's method of quantifying where time and money are lost, such as rework, delays and penalties, before choosing AI tools. It ensures every AI investment targets a measurable problem.

Can the session be held at our offsite?

Yes. Leadership sessions are often delivered at offsites in India and internationally, in person or virtually.

Do you help after the session?

Yes. The 30/60/90-day support option includes check-ins on the roadmap and help prioritising team-level training.

What will the leadership team take away?

A prioritised AI roadmap, an AI policy outline, a governance model with owners and a board reporting template.

AI Training Programme

AI Training for Leadership & CXO | A practical AI roadmap, investment case and governance model

A practical AI roadmap and governance model for the C-suite. Designed and delivered by CA Dhaval Kodilkar.

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Last updated: October 2026

Key Takeaway

AI training for CXOs and leaders is a 90-minute to half-day programme that helps leadership teams set an AI strategy, map the cost of inefficiency, decide build versus buy, and put AI governance and risk controls in place. It ends with a prioritised roadmap and clear ownership, not a technology demo.

Who this is for

Built for your team.

CEOs, CFOs, CHROs, CMOs and COOs
Business unit heads
Leadership teams and executive committees
Family business leaders

Group size: 5 to 25 participants per session
Prior knowledge: None needed

Problems we solve

Where the time goes today.

Teams are experimenting with AI, but there is no roadmap or ownership.
Leaders cannot tell which AI investments will pay back.
Vendors pitch tools before the business problem is clear.
Data, privacy and reputational risks are not yet governed.
The board is asking about AI and the answer is not ready.

Curriculum

5 modules, each with a hands-on lab.

Module 1
What AI changes for your business
A clear, non-technical view of capabilities, limits and industry examples.
Lab: Live demonstration on one of your own business questions.
Module 2
Cost-of-inefficiency mapping
Quantify where time and money leak before choosing tools.
Lab: Estimate the annual cost of three inefficiencies in your business.
Module 3
Build, buy or partner
Decide how to source AI capability for each use case.
Lab: Classify five candidate use cases as build, buy or partner.
Module 4
AI governance and risk
Set policy, ownership, risk controls and review cadence.
Lab: Draft the five rules of your AI policy.
Module 5
Roadmap and board reporting
Agree a 90-day roadmap and how progress is reported to the board.
Lab: Agree three priority initiatives with owners and metrics.

Sample use cases

What Leadership & CXO teams automate first.

Sample AI use cases for Leadership & CXO teams and the tool used
Workflow	Typical tool
Prepare for leadership meetings with AI-generated briefs	Microsoft CopilotMicrosoft Copilot
Summarise long reports and board packs	ClaudeClaude
Research industry AI adoption with sources	PerplexityPerplexity
Draft AI policy and governance documents	ChatGPTChatGPT
Model the business case for AI initiatives	ExcelExcel with Copilot
Track AI initiative progress in a leadership dashboard	Power BIPower BI Copilot

Tools covered

Microsoft Copilot
Claude
ChatGPT
Perplexity
Excel
Power BI
Gamma

Formats and duration

Choose the depth that fits.

AI training delivery formats compared
Format	Duration	Group size	Outcome	Typical deliverables
Executive briefing	90 minutes to 2 hours	4 to 25	Shared understanding and priorities	Pre-read, oversight or priority list
Half-day workshop	3 to 4 hours	Up to 40	Core skills and 3 to 5 use cases	Prompt library, use case list
1-day workshop	6 to 7 hours	Up to 40	Hands-on labs and 5 to 10 use cases	Prompt library, templates, 30/60/90-day plan
2-day programme	2 days	Up to 35	Deeper labs, team-specific workflows	Templates, workflow designs, adoption plan
Multi-sprint programme	4 to 8 weeks	Up to 30	Use cases built and tested on live work	Working use cases, measured results
Train-the-trainer	2 to 3 days	6 to 15	Internal champions who can run sessions	Trainer kit, slides, lab files

Proof

Related client work.

Bajaj Finserv · Financial Services

Two-day AI workshop for finance professionals from Bajaj Finserv group companies, from lending and housing finance to general and life insurance and broking, ending with an AI strategy roadmap for each participant's problem.

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In the Room