RISE STRATEGY WORKSHOP
Your Playbook for transforming strategy into execution in hours, not weeks
The RISE Strategy workshop is a key component in a complete end-to-end system for AI enablement, learning, and engagement built with ROI
Strategy
Setting AI-powered strategy and aligning goals through focused executive sessions
Execution
Driving results with individualized AI workflows and performance experiments
People Development
Building an AI-first culture through coaching and accountability frameworks
RISE Workshop
Focused, full-day session for executive teams designed to achieve complete alignment on Strategy, Goals, and Execution Plans for the next quarter
AI ROI Platform
SaaS platform with AI training, pre-built workflow libraries, and engagement tools like the AI Journal and Dashboard to build AI skills and deliver ROI
DONE Coaching
A structured, weekly accountability and execution framework for
RISE compresses the quarterly planning cycle by structuring the conversation and using AI as a force multiplier, but without letting it write your strategy for you. You get high-quality decisions faster, and a clean hand-off into execution. It's part of an AI Performance System, an end-to-end process that guides organizations from strategic alignment, through actionable execution, to the development of AI "Workflow Masters" skilled in the delivery of measurable ROI.
RISE Workshop Framework
The RISE workshop sits across the Strategy and Execution phases of the AI Performance System, delivering complete strategic alignment in a single focused session.
1
1. Set Strategy
  • Re-orient your current position
  • Identify where you want to go
2
2. Execute
  • Set OKRs
  • Equip Teams for Execution
From Workshop to Results
Once all teams have their 9×9 performance plans in place, the RISE Workshop is complete. The Execution Phase continues seamlessly with integrated AI tools and coaching support.
01
Workshop Completion
Teams leave equipped to run AI-powered experiments and tactics designed to move the needle on quarterly goals.
02
AI ROI Platform Activation
Deepen skills and improve productivity with AI training modules, workflow libraries, and engagement tools to lift ROI
03
Daily Execution Tracking
AI journal entries capture daily progress, insights, and performance data, creating a culture of continuous learning and improvement with AI
04
Weekly DONE Coaching
Structured accountability sessions ensure consistent execution, address roadblocks, and maintain momentum toward quarterly objectives.

Results: Organizations transform a grinding, drawn-out strategic planning process into AI-powered execution excellence. With team execution aligned with the quarterly strategy, you're on your way to reaching your goals and building a sustainable competitive advantage.
Get Started with RISE
Ready to transform your strategic planning?
Reach out and discuss your strategic challenges. Learn how the RISE program can empower your organization with AI-driven execution excellence and help you achieve your quarterly goals.
Contact:
Richard Bolton — Principal, SmartScale AI Advisors
Book a Meeting
FAQs
Is this “AI-written strategy”?
No. AI accelerates research and drafting. Leaders make the choices.
Will we actually leave with documents?
Yes. All deliverables are produced during the workshop.
How far does this carry us?
Through the first wave of execution. Then the platform and coaching cadence sustain it.
Who must be in the room?
The people who can say “yes” and live with the trade-offs.