Your leadership team needs to understand AI. Before you choose a course, a workshop or a private briefing, answer one question: what should your executives be better prepared to discuss afterward?
That answer changes what you should buy. A session about using prompts serves a different purpose from a discussion about oversight, accountability and the implications of AI for the organization.
Start with the conversation your team needs to have
Write a short statement before contacting a provider: “Our team needs to understand ___ so we can discuss ___.”
Perhaps your executives need a shared understanding of what AI can and cannot do. Perhaps individual employees need practical instruction in an approved tool. Or perhaps leadership already understands the basics and needs advice on a specific investment or governance decision.
These needs can be related, but they require different scopes. Ask the provider to explain which need the proposed engagement addresses and what remains outside it.
Compare formats by purpose
| Your immediate need | Format to consider | Question to ask |
|---|---|---|
| A shared foundation for a small leadership team | Private executive briefing | Will this address capabilities, limitations and leadership questions? |
| Extended study across multiple subjects | Multi-session course or program | What curriculum, time commitment and prerequisites apply? |
| Practical use of a particular tool | Tool-specific training | Which tasks and approved tools will participants practice? |
| Advice on an organizational decision | Separately scoped advisory engagement | What analysis, access and deliverables does the decision require? |
A certificate, a longer agenda or a larger slide deck does not by itself tell you whether a program fits your immediate need. Look for a clear connection between your audience, the learning purpose and the work included.
Ask these five questions before booking
Who is this designed for? Ask whether the examples and discussion are intended for executives, technical practitioners or general users. Confirm participant limits and language.
What will be covered? Request a plain-language description of the topics. For an executive audience, ask how the session addresses capabilities, limitations and oversight questions alongside practical implications.
What preparation is included? Find out whether there is a questionnaire, what the provider reviews and how much customization the fee covers. Describe your situation at a high level before sharing sensitive material.
What will we receive afterward? A learning summary, a readiness assessment and an implementation roadmap are different deliverables. Confirm exactly which one is included.
What is the full scope and fee? Confirm duration, delivery format, participants, follow-up and any separately priced work in writing.
When a private briefing fits
A private briefing may fit when a small executive team needs a common foundation for discussing AI and its leadership implications. It can provide a focused starting point without requiring enrollment in a longer program.
If you need an assessment of your organization, a custom policy, a vendor review or a technical implementation plan, describe that need explicitly. An educational session should not be mistaken for those services.
Prepare a one-page buying decision
Before requesting proposals, collect five answers for the person who will approve the investment:
- The pending conversation: what does leadership need to understand to discuss the next step?
- Participants: who needs that shared foundation, and how many people will attend?
- Available time: include preparation, the session and reviewing materials afterward.
- Expected deliverable: specify whether you need an educational summary or an analysis of your organization. The latter requires a different scope.
- Buying conditions: language, dates, delivery format, budget and proposal approver.
When comparing prices, confirm whether the fee applies per participant or per organization. Ask which preparation and materials are included and which work is priced separately. A shorter session may fit a focused need; a broader need calls for a different proposal.
Start your conversation with SAGAZ this way: “We are a team of [number]. We need to understand [topic] to discuss [decision]. We prefer [language] and are available on [dates].” Keep confidential documents out of the initial message.
SAGAZ’s Executive AI Literacy Briefing
SAGAZ offers a private, virtual, 90-minute Executive AI Literacy Briefing for one organization, for up to eight participants, starting at US$1,500 per organization. The scope and final fee are confirmed in a written proposal before booking.
The engagement includes a brief questionnaire, up to one hour of preparation and an educational summary of up to two pages delivered within three business days. It addresses AI capabilities and limitations, leadership implications and oversight questions.
It does not include an organizational diagnosis, implementation roadmap, audit, legal opinion, custom policy or technical implementation. Additional work is scoped separately. Raquel works in English and Spanish; your preferred session language is confirmed in the proposal.
For leadership teams in Puerto Rico and Florida, virtual delivery allows participants to join from their own locations. Confirm the session language and schedule in your proposal.
Need help with a specific business decision? Read our guide to choosing AI advisory in Florida.
Leadership and AI: education or a specific advisory decision?
A briefing can build a shared foundation around AI capabilities, limitations and oversight. If your team already understands the basics and needs to resolve an organizational decision, describe that need so that a separate advisory scope can be considered. Identify the participants, market and conversation your team needs to prepare.
Compare these needs in our business consulting hiring guide for Puerto Rico and Florida.