Enterprise AI Strategy & Roadmap Playbook

It's narrower and more mechanical on purpose. A digital transformation roadmap tends to bundle infrastructure, process redesign, and culture change into one narrative. This playbook isolates the AI-specific prioritization decision — which model-driven or agentic initiatives get funded next — using a scoring method built around AI-specific readiness factors like data availability and model risk exposure.

That's exactly why finance validates every value score independently rather than accepting the sponsor's number. In the workshop, require sponsors to show their calculation method, not just the final figure — inflated estimates usually collapse under a two-question follow-up about the underlying assumption.

Five to seven, sized to what your engineering and change-management capacity can actually support simultaneously. Organizations that fund more than that in Horizon 1 consistently see slower delivery on every initiative because the same integration and data engineering teams are shared across all of them.

No — this is the prioritization and sequencing layer. Responsible AI governance (risk tiering, model oversight, compliance) is a separate, ongoing discipline that should review every Horizon 1 initiative before it scales, not after.

Re-score quarterly, but expect the Horizon 1 list itself to be genuinely stable for two to three quarters at a time. If your Horizon 1 list is reshuffling every single quarter, that's usually a sign the initial scoring wasn't rigorous enough, not that the business is moving unusually fast.