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Workshops and onboarding

Get your AI portfolio working in three months

Software alone does not create a portfolio. We help your team collect the right use cases, build business cases leadership can trust and make the first funding decisions.

Illustration of use case profiles scored on several dimensions, with a workforce impact summary
Workshops

Eight workshops, one route to decisions

The first four workshops take you to your first funding decision. The others deepen the portfolio when you need it.

  1. 1. Kick-off

    Agree the ambition, the scope of the portfolio and who decides.

    Outcome
    A named portfolio, owners and decision criteria.
  2. 2. Discovery

    Collect and structure use cases with the business, starting from the MetroMinds Library.

    Outcome
    A list of candidate use cases with owners.
  3. 3. Prioritisation

    Score value and feasibility and place every use case in the matrix.

    Outcome
    A shortlist with Scale now and Strategic bets.
  4. 4. Business case sprint

    Build business cases for the shortlist with benchmark ranges and your own volumes.

    Outcome
    Business cases ready for a decision.
  5. 5. Readiness assessment

    Run the full readiness scan with several participants and compare it with what the portfolio demands.

    Outcome
    The readiness gaps that matter.
  6. 6. Capability and workforce

    Map the portfolio onto your capabilities and job families.

    Outcome
    Where work changes and what that means for skills and roles.
  7. 7. Decision board

    Take the formal decisions: accept, approve for execution, put on hold or reject, each with a reason.

    Outcome
    A portfolio leadership has signed off.
  8. 8. Quarterly value review

    Review progress, adjust priorities and update the business cases with what you have learned.

    Outcome
    A portfolio that stays current.
  • 1 to 4: the route to a first decision
  • 5 to 7: deepen the portfolio
  • 8: recurring
Onboarding

Choose how you want to start

Self-guided onboarding

For teams that want to start themselves. Three months with in-app guidance per role, contributor or portfolio manager, and check-ins with our team.

  • Month 1 set up the portfolio and collect use cases.
  • Month 2 score, prioritise and build the first business cases.
  • Month 3 run the readiness Snapshot and take the first decisions.

Guided onboarding

For organisations that want a certified practitioner alongside the team for three months, running the workshops and preparing the decisions.

  • Month 1 kick-off, discovery and prioritisation.
  • Month 2 business case sprint and readiness assessment.
  • Month 3 capability and workforce, and the decision board.

Start with an executive alignment session

A focused session with your leadership team to agree what you want from AI, how you will decide and where to begin. You leave with a first portfolio scope and next steps.

Plan the session
Practitioners

Guided onboarding and workshops are delivered by MetroMinds or by a certified practitioner from our partner network, trained on the platform and the method. About the partner programme