Executive guide

Five Questions Before Approving AI Investment

Most leadership teams are not short of AI ideas — they are short of an agreed basis for choosing between them. These five questions give a leadership team that basis, before capital, capability or attention is committed.

  1. 01

    Where might AI matter?

    Begin with the business, not the tool. Identify where AI appears genuinely relevant to your strategy, customers, proposition or operations — and set aside where it is merely available.

    Ask the room: If we removed the word “AI”, would this still be a priority for the business?

  2. 02

    What deserves priority?

    Not every relevant opportunity deserves equal attention. Compare possibilities on business relevance, potential value, organisational fit and uncertainty — and be honest about which strengthen what makes you distinctive.

    Ask the room: Does this strengthen something only we can offer, or something anyone can buy?

  3. 03

    What requires further investigation?

    Separate what is verified from what is assumed. Most AI proposals rest on a few load-bearing assumptions; naming them early is cheaper than discovering them late.

    Ask the room: Which assumptions, if wrong, would change this decision entirely?

  4. 04

    What should not yet proceed?

    A credible direction produces refusals. Separate relevant opportunities from the premature, the low-value and the commonly available — and be willing to defer or decline.

    Ask the room: What are we choosing not to do, and why is that the right call today?

  5. 05

    What should happen next?

    Direction is only useful if it sequences action. Establish the initial order of leadership decisions, the evidence to gather, and the specialists to involve — and the smallest next step that reduces the biggest uncertainty.

    Ask the room: What is the smallest step that would tell us the most?