From AI Pilots to ROI - Rewire Your Operating Model for Autonomous Work
Sandeep Joshi
Create your AI First Blueprint
Build an AI First Operating Model for ROI and Impact
95% of enterprises get zero return on their AI investment. Not because the models don't work, because AI gets funded, prioritized, and governed like a traditional IT project, bolted onto an operating model built for human throughput. The pilots impress. Then they never reach the P&L.
This session works the operating model itself, using the Protum AI Operating Model Canvas: three layers, nine building blocks, from AI Ambition at the top to a Measurement System at the bottom. You'll fill it in for your own organization, score yourself against the six capabilities of an AI-first company, and find the one block where your ROI is leaking. You leave with a completed canvas, an Investment Thesis one-pager for a real initiative, and a 90-day move with an owner and a metric.
You do the work in the room. Not a framework you read about - your canvas, filled in, with the next move already decided.
What you’ll learn
Where AI actually creates competitive advantage for your org (Block 1) — and which decisions to Protect, Reshape, or Replace (Block 2)
Work down all three layers - Strategic, Operating, Execution - completing nine building blocks from AI Ambition to Measurement System
Turn a vague "AI strategy" into a single-page model your leadership team can actually read and argue about
Leave able to lead a canvas session yourself, not just describe one - the artifact becomes your working tool, not a course souvenir
Map the four failure modes - maturity blindspot, capability gap, operating-model mismatch, ROI-measurement failure - onto the specific block
Spot the blocks that are empty, weak, or contradict a decision made a layer above them
Name the single highest-leverage gap in your model, so you stop spreading budget thin and fix the thing that actually moves the P&L
Rate Data Culture, Adaptive Structures, Augmented Craft, Responsible Intelligence, Flow-Based Interactions, and Impact Prioritisation agains
Produce a current-vs-target scorecard that replaces gut-feel "we're behind on AI" with a specific, defensible read
Walk into your next capability or hiring conversation with evidence instead of anxiety
Build the Build vs Buy vs Partner case for one real initiative, with ROI defined before deployment rather than reverse-engineered after
Fund AI as a capability instead of a project and articulate that shift in a single page finance will accept
Change how you show up in the funding room: from "trust me, AI matters" to a costed thesis with a measurable outcome
Specify decision rights, guardrails, and escalation paths for workflows that run without a human in the loop
Redraw roles from legacy to AI-first and orchestrate the human-AI collaboration patterns underneath them
Become the person in your organization who can answer "who's accountable when the AI acts?" - the question most leaders can't
Workshop agenda
The 95% Problem (20 min)
Why most enterprises get zero ROI from AI - and why the cause is the operating model, not the technology. Live poll on where your AI spend has actually gone
The Canvas, End to End (25 min)
Walk all three layers and nine blocks of the AI Operating Model Canvas, and map the four ROI failure modes onto the exact blocks where they hide.
Strategic Layer: Blocks 1–3 (40 min)
Fill in AI Ambition, Strategic Levers, and your Investment Thesis (Build vs Buy vs Partner + ROI) for your own org, then pressure-test in a breakout.
Break (15 min)
Step away, refill, reset. We resume with the Operating Layer.
Operating Layer: Blocks 4–6 (50 min)
Score your org against Protum's six capabilities and maturity targets, then design your Technology Backbone and a Governance Model for agentic AI.
Execution Layer: Blocks 7–9 (35 min)
Redraw roles from legacy to AI-first, orchestrate human-AI workflows, and build a Measurement System that tracks outcomes, maturity, and health.
Find Your Mismatch (20 min)
Score your completed canvas: which blocks are empty, weak, or contradict a layer above? Name the single highest-leverage gap leaking your ROI.
Your 90-Day Move (20 min)
Turn your weakest block into one committed move with an owner and a metric, backed by a one-page Investment Thesis your CFO will accept.
Share-Back & Pitfalls (15 min)
Present your canvas and 90-day move for live stress-testing, and get the common pitfalls that derail AI-first transformation. Q&A to close.
Learn directly from Sandeep
Sandeep Joshi
7× Microsoft MVP · 26 years turning AI ambition into P&L impact across domains
Who this workshop is for
Chief Transformation Officer, VP/Director of Transformation, Head of Digital Strategy, Transformation Program Director
Head of Enterprise Architecture, Principal Architect, Consultants, Coaches and IT Leaders
COO, VP Operations, Head of Business Change, senior People/Org-Design leader with P&L or org-design responsibility
Prerequisites
A real organization in mind
Come with one company you can map - your own or your clients. The canvas gets filled with real context.
A stalled or scaling AI initiative helps
At least one AI effort underway - piloted, planned, or plateaued - gives you something concrete to diagnose. Not mandatory though.
No technical skills needed
You won't write code or configure tools. If you can read a business case, you're ready.
What's included
Live sessions
Learn directly from Sandeep Joshi in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
AI Operating Model Canvas
A structured canvas that organises AI transformation to align leadership on ambition, capability, and execution
Protum Role Library
25+ roles and their transition pathways for designing and defining AI first ways of working
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