Module 04V · Lesson 05

Capstone — Your Executive AI Playbook

Reading time: 14 minutes (plus 90-minute workshop) Track: Role Path — Executive Leadership · Capstone Prerequisites: Module 04V · Lessons 01-04

What this lesson does

The capstone for executive leadership. Same structure as previous capstones, customized for executive work.

You'll produce:

1. A prompt library — 12-15 prompts for executive work
2. A workflow map for your top recurring projects
3. A verification checklist tuned to executive standards
4. A 30-day plan
5. An organizational AI deployment status check (executive-specific addition)

01 · Part One — Prompt library

The prompts to build:

Communication prompts

Prompt 1 — Board memo draft (from Lesson 02)

Prompt 2 — Investor update draft

CEO drafting investor update on [topic]. Public-company-appropriate constraints:
- No MNPI
- Consistent with prior public positions
- Forward-looking statements appropriately bounded

Content focus: [bullets]

Draft as investor memo. Length: [target]. Tone: direct, factual, confident on what we know, careful about what we don't.

Prompt 3 — All-hands update

CEO drafting all-hands update. Audience: [company size and composition]. Content focus: [bullets]. Setting: [in-person / virtual / written].

Draft as [3-5 minute spoken remarks / written communication]. Tone: warm, direct, honest. Include space for specific recognition. No corporate language.

Prompt 4 — Difficult news communication

CEO drafting communication about [difficult news]. Audience: [whole company / affected team]. Goal: communicate honestly while preserving organizational health.

Key elements: what's happening, why, what it means for people, what we'll do, what doesn't change.

Draft. Tone: direct, honest, respectful. Don't bury news. Acknowledge difficulty.

Decision support prompts

Prompt 5 — Decision framework generation (from Lesson 03)

Prompt 6 — Trade-off articulation (from Lesson 03)

Prompt 7 — Stress-test / challenger (from Lesson 03)

Prompt 8 — Scenario generation (from Lesson 03)

Prompt 9 — Cross-functional translation (from Lesson 03)

Prompt 10 — Questions to ask (from Lesson 03)

Synthesis prompts

Prompt 11 — Long document synthesis (from Lesson 03)

Prompt 12 — Cross-document pattern detection

CEO synthesizing across multiple documents. Documents:
[N documents]

Identify:
1. Convergent themes (multiple docs reinforce)
2. Tensions (docs disagree)
3. Patterns I should be tracking
4. Anomalies worth investigating
5. Strategic implications

[Documents attached]

Meeting prep prompts

Prompt 13 — Board 1:1 prep (from Lesson 02)

Prompt 14 — Partnership / BD discussion prep (from Lesson 02)

Prompt 15 — Earnings call prep (from Lesson 02, for public-company executives)

02 · Part Two — Workflow maps

Recommended workflows to build:

• Monthly / quarterly board cycle — from data gathering through board meeting
• Investor communication cycle — from milestone events through investor updates
• Strategic decision process — from issue identification through committed decision
• Major meeting preparation — from agenda through post-meeting follow-up
• Crisis or difficult news cycle — from event through stable post-event state

03 · Part Three — Verification checklist

Executive-tuned:

## Pre-finalization checklist (executive)

### Communications
- [ ] Voice is mine, not AI default
- [ ] Specifics included (numbers, dates, names)
- [ ] No corporate buzzwords
- [ ] Lead with the point, not the context
- [ ] "Would I sign this?" test passes
- [ ] Audience-appropriate tone
- [ ] Length appropriate

### Decision support
- [ ] AI analysis stress-tested by me
- [ ] Counter-arguments considered
- [ ] Assumptions surfaced
- [ ] Decision criteria explicit
- [ ] Reversibility considered
- [ ] My judgment integrated, not bypassed

### Data and facts
- [ ] All numbers verified
- [ ] All names and dates verified
- [ ] No MNPI in non-MNPI communications
- [ ] Forward-looking statements appropriately bounded
- [ ] Public company considerations addressed

### Documentation
- [ ] AI use logged where appropriate
- [ ] Confidentiality / data tier handled correctly
- [ ] Reviewer involvement per practice (CFO, GC, IR, etc.)

04 · Part Four — 30-day plan

Week 1 — Library building

Build prompts. Test on real executive work this week. Note which are most useful for your specific role.

Week 2 — Workflow mapping

Map your top 3-5 recurring executive workflows. Use them.

Week 3 — Verification habituation

Apply checklist. Particularly: voice rescue protocol on communications.

Week 4 — Integration

Refine playbook. Plan organizational moves.

05 · Part Five — Organizational deployment status check (executive-specific)

In addition to your personal playbook, take stock of your organization:

Current state diagnosis

For your organization, where are you on each dimension?

Three highest-leverage moves

Based on the gap, what are the three highest-leverage moves you can make in the next quarter?

Resource and capability check

• Do we have an AI fluency lead (or interim equivalent)? Who?
• Are we resourced for the moves above?
• What's the constraint — money, people, time, focus?

One-page deployment plan

Based on the above, draft a one-page deployment plan that you can share with your senior team. This is the deliverable of the executive capstone.

06 · The capstone exercise

Spend 90 minutes on:

• 30 min: prompt library
• 30 min: workflow maps + verification checklist
• 30 min: organizational deployment status + one-page plan

The deployment plan is the most distinctive executive output. Share it with your senior team to begin the conversation.

07 · End of Module 04V

You've finished the executive leadership role path.

You can now:

1. Use AI for executive work without compromising standards or voice
2. Stress-test your own thinking before consequential decisions
3. Lead organizational AI deployment effectively
4. Maintain a personal playbook that compounds your capability

Path forward:

• Advanced modules (05-10) — particularly relevant: Module 08 (Operating Model) for the organizational side
• Cross-functional engagement — work with functional leaders on their specific workflows
• Practice — fluency is in the use

The executives who become AI-fluent over the next 12-24 months have a disproportionate advantage. You're now equipped to be one of them.

End of Module 04V.