LCG 01 AI Investment Workbook (English Edition)

Is your board about to approve an AI investment? Ask these five questions first.

Most AI investments don't fail on the technology. They fail because nobody asked the right questions before the money was approved. Can your board answer these five?

1. Do we know what a return looks like before we approve the budget?

Only 4% of Nordic companies get a meaningful return from AI, yet most of them report 40% or more. The difference lies in who defined the measurement. The workbook shows how the board sets it before saying yes.

2. Is this strategy, or is it FOMO?

IBM points to rushed, impulsive decisions driven by fear of being left behind as the main reason AI investments fail. The workbook gives you three questions for your next board meeting that quickly show the difference.

3. Who owns the decision when the AI gets it wrong?

Air Canada had to honour what its chatbot promised a customer. The workbook shows how to make sure every decision has a named owner - and never ends with "the system suggested it".

4. Is the task within what AI can actually do?

On tasks outside AI's strengths, consultants using AI were 19 percentage points more likely to get it wrong than consultants without it. The workbook's Task-Fit Matrix places your use cases by how easy the output is to check and what an error costs.

5. Who notices if something goes wrong - before the invoice does?

In Denmark's CPR case it was an invoice, not an alarm, that exposed more than 14 million lookups. The workbook gives you four rules for the access you hand to AI agents.

What you get: 60 pages and 12 chapters. 13 documented cases. A 20-question readiness assessment, customer impact scoring, a decision checklist and the AI Task-Fit Matrix. Available in English and Danish.

It is for chairs, boards and executive teams who have to decide on an AI investment within the next six months.

Why not just ask ChatGPT? ChatGPT answers what you ask it. The workbook tells you what to ask - built on independent research and a method you can use the same way every time. It can also run inside your own AI agent.

How to use it: Set aside 90 minutes at a board meeting. Do the readiness assessment together, then run the checklist on the investment that is on the table.

Try it free first: Take the AI Investment Readiness test on the website.

Individual Licence: Single User, No AI Rights

This licence grants one named individual a personal, non-transferable right to download and use this workbook for their own professional development and reference.

The licence does not permit uploading, importing, integrating or using the workbook as source material in AI agents, large language models (LLMs), RAG systems or other AI-enabled platforms. Sharing, redistribution and organisational use are not permitted under this individual licence.

Use with AI agents requires a separate, valid LCG corporate AI licence. All intellectual property rights remain with Leadership Capital Group (LCG).

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