Corporate AI Strategy Plan

How to use this document

• What it is for. This is a template to turn AI adoption into a plan approved by leadership: vision, measurable objectives, workstreams, a phased roadmap, an initial portfolio, budget, governance, people, risks and KPIs, over a 12- to 18-month horizon. AI changes too fast for longer plans: at the end of the horizon, the next plan is prepared with what has been learned.
• Who should own it. Management approves it; the AI lead prepares it and tracks it with the AI committee (in small organizations, with management). Enter the function coordinating the plan in [RESPONSIBLE FUNCTION] and the person responsible in [OWNER].
• What to do first. The plan does not replace day-one containment. If staff already use AI tools, apply the "30-60-90 Day AI Implementation Roadmap" first (acceptable-use policy, AI lead, inventory and detection of unauthorized use); the plan starts with that phase 0 already under way. It also helps to have the results of the "AI Maturity Assessment."
• Decisions to take first. Decide the exact horizon, the level of ambition (Section 3), the available budget (Section 10) and who approves it. Risk appetite is not decided here: it is taken from the "AI Risk Appetite Statement."
• Fields to complete. Replace the bracketed fields, such as [ORGANIZATION NAME], [AI COMMITTEE], [OWNER] and [COMPLETE]. The proposed objectives, phases and workstreams are a starting point: delete or adapt anything that does not fit your organization.
• Country variants. This document has no country variants. Use "Related regulatory references" to identify obligations that should appear as plan milestones. Public bodies should check whether the law requires an AI action plan with specific content and approval (aid F).
• Review. Have finance validate the budget, and legal, information security and human resources review Sections 2.3, 9, 11 and 13.
• Approval and publication. Have it approved by the board or management, record the approval in "Version history" and share a summary of the objectives and roadmap with all functions. Tracking happens every quarter.

Corporate AI Strategy Plan

Field	Value
Organization	[LEGAL ENTITY NAME]
Plan horizon	[COMPLETE: between 12 and 18 months, from [DATE] to [DATE]]
Coordinating function	[RESPONSIBLE FUNCTION]
Plan owner	[OWNER] (AI lead)
Prepared with	[AI COMMITTEE]
Approved by	[APPROVED BY]
Approval date	[DATE]
Review frequency	[REVIEW FREQUENCY]

1. Executive summary

[COMPLETE: one page at most, with the vision, the three to five main objectives, the priority initiatives for the first nine months, the total budget and the decisions requested from management.]

2. Starting point

2.1 Current maturity. According to the AI maturity assessment carried out on [DATE], the overall level of [ORGANIZATION NAME] is [COMPLETE], with these strengths and gaps:

Dimension	Current level	Main gap
Strategy and value	[COMPLETE]	[COMPLETE]
Governance and roles	[COMPLETE]	[COMPLETE]
Use and system records	[COMPLETE]	[COMPLETE]
Risk, ethics and compliance	[COMPLETE]	[COMPLETE]
Data and technology	[COMPLETE]	[COMPLETE]
People and talent	[COMPLETE]	[COMPLETE]

2.2 Current AI use. [COMPLETE: number of systems in the AI system inventory, deployment profiles (P1 purchased tools, P2 API integration, P3 hosted models, P4 training, P5 agents), authorized tools, pilots under way and unauthorized uses detected.]

2.3 External context. [COMPLETE: industry trends, competitor moves, customer expectations and legal obligations that apply to AI in the countries where the organization operates, with the milestones that must be met during the plan horizon.]

2.4 Constraints. [COMPLETE: budget, capabilities, data quality, legacy systems, existing contracts.]