Day 1: Defining Executive Office Information Needs

Executive Priorities and Decisions

• Operational risks around executive priorities
• Meeting outcomes separated from discussion
• Travel dependencies shaping executive schedules
• Commitments tracked with owner and date

Information Sources and Ownership

• Ownership expectations for information sources
• Reliable sources for high-impact information
• Scheduling conflicts resolved against priorities
• Records preserving decision context

Briefing and Follow-Up Requirements

• Decision points for follow-up requirements
• Follow-up until actions are closed
• Executive priorities linked to decisions
• Email priorities based on business impact

Day 2: Designing the AI-Enabled Command Center

Dashboard and Alert Architecture

• Application limits around alert architecture
• Approval needs before confirming commitments
• Confidentiality matched to information sensitivity
• Briefing points focused on decisions

Commitment and Action Tracking

• Decision points for action tracking
• Workflow steps suitable for automation
• Reusable templates for repeated tasks
• Version control for generated documents

Executive Briefing Automation

• Application limits around executive briefing automation
• Human review prior to external release
• Approval steps for sensitive outputs
• Sensitive information requiring protection

Day 3: Operating the Command Center Reliably

Information Validation and Escalation

• Decision points for information validation
• Source verification prior to professional use
• Fact checks prior to publishing content
• Tone matched to audience needs

Confidentiality and Access Controls

• Ownership expectations for access controls
• Output standards for professional documents
• Task context before AI assistance
• Reference materials supporting accurate drafts

Executive Office Operating Model

• Control boundaries around executive office
• Ownership of approved AI outputs
• Oversight roles across the lifecycle
• Human oversight at high-impact decisions

• Peer review challenging assumptions around information sources
• Practical lab developing action tracking for operational use
• Decision simulation testing information validation in context
• Hands-on workshop applying executive office to realistic tasks