Executive / Leadership PlaybookTemplate

Template · 7 min

AI Adoption Thesis Template

A one-page thesis that states where AI earns its keep this year, who owns it, and what "good" looks like — the document every other AI decision hangs off.

For: CEOs, COOs, and executive sponsors of AI adoption

Template preview

AI Adoption Thesis Template

A one-page thesis that states where AI earns its keep this year, who owns it, and what "good" looks like — the document every other AI decision hangs off.

01

What this thesis commits to

  • The one or two outcomes AI should move this year, stated as measurable results — not "explore AI."
  • The single accountable owner for adoption, named.
  • The risk posture: what the institution will and will not let AI touch in year one.
02

When to use it

  • Before any AI budget is approved or any pilot is greenlit.
  • At the start of each planning cycle, to re-baseline the thesis against results.
03

Why a written thesis matters

  • Scattered pilots are a strategy by accident. A one-page thesis is a strategy on purpose — and the only thing that lets you say no to the pilots that do not serve it.
Section 1 of 3

What this thesis commits to

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  • The one or two outcomes AI should move this year, stated as measurable results — not "explore AI."
  • The single accountable owner for adoption, named.
  • The risk posture: what the institution will and will not let AI touch in year one.
  • The definition of success the board will be shown against.
Section 2 of 3

When to use it

  • Before any AI budget is approved or any pilot is greenlit.
  • At the start of each planning cycle, to re-baseline the thesis against results.
Section 3 of 3

Why a written thesis matters

Scattered pilots are a strategy by accident. A one-page thesis is a strategy on purpose — and the only thing that lets you say no to the pilots that do not serve it.
Executive / Leadership Playbook

The artifact is the start. The course is where it sticks.

Use this template, then walk through the practice loop in the AiBI-Foundation course — the same prompts, with reviewed work you can take to your team.

AI Adoption Thesis Template — Executive / Leadership Playbook — The AI Banking Institute