AI Training for Strategy | Size markets, track competitors and write board papers faster
Faster market scans, competitor analysis and board-ready synthesis. Designed and delivered by CA Dhaval Kodilkar.
Clients include Larsen & Toubro, Safaricom, Bajaj Finserv, Indian Oil, Galderma, Abbott, Lanxess, Bajaj Finance, VE Commercial Vehicles (Eicher), UPL, Marico, WPP Media, IndusInd Bank, KPMG, Income Tax Appellate Tribunal (ITAT), NPCI, Mayfair Insurance, Copy Cat Group, Ramco Group, HCG Group, Clutterbot.
AI for strategy teams training shows corporate strategy, corporate development and business planning teams how to use AI for market sizing, competitor tracking, scenario planning and board paper drafting. The focus is on cited research, transparent assumptions and faster synthesis, so leadership receives clearer options in less time.
Built for your team.
- Corporate strategy teams
- Corporate development and M&A teams
- Business planning teams
- Chief strategy officers
- Consultants in internal strategy units
- Group size
- 5 to 30 participants per cohort
- Prior knowledge
- None needed
Where the time goes today.
- Market sizing relies on a few reports and assumptions nobody can trace.
- Competitor tracking is manual and only refreshed before annual planning.
- Scenario planning is limited to one or two cases because modelling is slow.
- Board papers take weeks to draft and are too long for directors to read.
- Research from different analysts is hard to combine into one view.
5 modules, each with a hands-on lab.
- Module 1
AI-assisted strategic research
Run research with citations and grade source quality.
Lab: Research a market and rate every source used.
- Module 2
Market sizing
Build top-down and bottom-up sizing with explicit assumptions.
Lab: Size a market two ways and reconcile the gap.
- Module 3
Competitor intelligence
Set up recurring competitor monitoring from public sources.
Lab: Build a competitor profile template and fill it for two rivals.
- Module 4
Scenario planning
Generate and stress-test multiple scenarios with clear signposts.
Lab: Build four scenarios for a key uncertainty.
- Module 5
Board papers and executive synthesis
Write short, decision-focused papers with options and risks.
Lab: Turn a 30-page analysis into a two-page board paper.
What Strategy teams automate first.
| Workflow | Typical tool |
|---|---|
| Run cited market research on a new segment |  PerplexityPerplexity |
| Build top-down and bottom-up market sizing models |  ExcelExcel with Copilot |
| Summarise competitor annual reports and earnings calls |  ClaudeClaude |
| Generate scenario narratives and signposts |  ChatGPTChatGPT |
| Draft board papers with options and recommendations | ClaudeClaude |
| Build a research library across past strategy work |  NotebookLM (Gemini Notebook)NotebookLM |
| Screen acquisition targets against criteria | ExcelExcel with Copilot |
| Prepare leadership offsite pre-reads |  Microsoft CopilotMicrosoft Copilot |
- Perplexity
- Claude
- ChatGPT
- Excel
- NotebookLM (Gemini Notebook)
- Microsoft Copilot
Gamma
Choose the depth that fits.
| 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 |
Recent sessions.
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What your team keeps.
- 5 to 10 implementable use cases mapped to your workflows
- A prompt library for your team's tasks
- Workflow templates and checklists
- A one-page AI usage policy
- A 30/60/90-day implementation plan with owners
- Post-training Q&A support
AI training for Strategy: common questions.
Get a Strategy AI training proposal.
- Response within 1 business day
- Details used only to reply, never shared
- Trusted by teams at Larsen & Toubro, Safaricom, Bajaj Finserv