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Ready to Begin?

Not sure which consultation is right? We’ll help you choose during intake.
 

Start your journey

Download the Consultation Agreement Now to Get Started

Consultation Agreement (pdf)

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How Engagements Begin: Consultations First

Consultations allow us to:

  • Understand your goals, risks, and context
  • Determine the appropriate service and scope
  • Recommend the right pace and level of support
  • Avoid unnecessary or misaligned work

AI decisions carry long-term implications for people, trust, and accountability. Consultations ensure those considerations are addressed before tools, vendors, or automation are introduced.

Every engagement begins with a consultation.

From Consultation to Full Engagement

Most clients move forward through a clear, structured path:

  1. Discovery or Executive Consultation
    A focused conversation to explore readiness, priorities, and risk.
  2. Recommended Consulting Path
    Based on what we learn, we recommend one or more RRR Journey™ consulting paths—Relationships, Resilience, or Roadmap—tailored to your context.
  3. Customized Engagement Plan
    Scope, timeline, and investment are defined based on what will best support responsible decision-making—without unnecessary complexity or disruption.

Not every organization needs every step. We help you move forward intentionally.

How to Choose the Right Starting Point

  • Not sure whether AI applies at all? → Discovery
  • Under pressure to decide? → Readiness
  • Board or executive oversight involved? → Executive Readiness

The RRR Journey™ Consultation Framework

Relationships

Relationships

Human-Centered AI Discovery Session

For leaders who are AI-curious but cautious—and want to explore possibilities without committing to tools, vendors, or strategy.

The question this session answers:
Should we explore AI at all—and if so, where does it make sense to begin?

Recommended participants (2–5):

  • Executive or senior leader shaping early thinking
  • Program, operations, or innovation lead closest to potential use area
  • People, HR, or culture leader (recommended)

Not required:

  • Boards or governance bodies
  • Technical or IT teams
  • Vendors or solution providers

What leaders receive:
A concise Discovery Summary that:

  • Captures early signals, questions, and readiness themes
  • Highlights people-centered considerations
  • Identifies whether further exploration is appropriate
  • Recommends next steps, if any
     

The goal is not direction—it is discernment.

Resilience

Relationships

AI Readiness & Decision Consultation

Designed for decision-makers—not implementers—who are under pressure to act and need clarity before moving forward.

The question this consultation answers:
Is AI appropriate right now, and under what conditions?

Recommended participants (2–5):

  • Executive leader (CEO, Executive Director, or equivalent)
  • Senior operational leader (COO, CIO, or program lead)
  • People, HR, or culture leader (strongly recommended)
  • Risk, legal, or compliance leader (if applicable)
  • Optional: board chair or committee lead

Not required:

  • Technical implementation teams
  • Vendors or consultants
  • Large cross-functional groups

What leaders receive:
A concise Executive AI Readiness Brief that includes:

  • Key readiness and risk signals
  • What must be protected or constrained
  • Where AI exploration is appropriate—and where it is not
  • A recommended path forward
     

This brief is designed for decision-making, not documentation.

Roadmap

AI Strategy Scoping Consultation

Designed for organizations that have determined AI may play a role and now need a clear, human-centered strategic frame before investing time, money, or credibility.

The question this consultation answers:
What is the right AI strategy for us—and what should it include, exclude, and protect?

Recommended participants (2–5):

  • Executive or senior leader accountable for strategy
  • Operations or program leader closest to execution
  • People, HR, or culture leader (strongly recommended)
  • Risk, legal, or compliance leader (if applicable)
  • Optional: board or governance representative

What leaders receive:
A strategy scoping output that:

  • Defines strategic objectives and guardrails
  • Identifies governance expectations
  • Clarifies human-impact protections
  • Establishes what should not be automated
     

This session is about clarity—not execution planning.

Resilience (Executive Focus)

Individual & Nonprofit AI Guidance

Executive AI Readiness Consultation

Designed for senior leaders and boards responsible for governing AI decisions over time. The question this consultation answers: Are we, as leaders, ready to govern AI responsibly—and what does that require of us?Recommended participants (2–5):

  • Executive leader  
  • Senior operational leader  
  • People, HR, or culture leader  
  • Risk, legal, or compliance leader  
  • Optional: board or governance representative  

What leaders receive:An Executive AI Readiness Brief that:

  • Assesses leadership alignment and accountability  
  • Identifies governance and oversight gaps  
  • Clarifies what must remain human-led  
  • Recommends next steps (strategy, governance design, enablement, or pause)  

The goal is not faster approval—it is confident, responsible oversight.

Individual & Nonprofit AI Guidance

Individual & Nonprofit AI Guidance

Individual & Nonprofit AI Guidance

We also offer limited, lower-cost guidance for individuals and nonprofits seeking ethical, people-first clarity without the complexity of full organizational engagements.

Learn More

Important Note

Consultation fees are credited toward any subsequent strategy or advisory engagement, ensuring your initial investment directly supports next steps. 


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