SalesTable-Leadership Engagement Framework

PDF · 30 Sept 2026

The document presents a Leadership Engagement Framework designed to guide IT’s structured conversations with LIIF leaders ahead of a company‑wide Microsoft Copilot rollout. Its purpose is to surface leader needs, opportunities, concerns, and potential champions to ensure a responsible, high‑impact AI adoption. The framework outlines a three‑part engagement approach (explain vision, listen, shape rollout) executed over four phases: initial leadership listening sessions, a two‑week Copilot Ambassador pilot, refinement of the rollout plan, and phased team training. Leaders are asked a set of nine targeted question groups covering personal AI perspective, Copilot awareness, department readiness, sponsorship willingness, influence mapping, governance & risk perception, value metrics, future AI vision, and a core strategic question about workload reduction. Classification matrices translate responses into leader profiles (advocate, skeptic, etc.) and sponsorship levels (Executive Champion, Active Sponsor, etc.). An executive summary dashboard scores each leader across dimensions such as personal interest, Copilot knowledge, sponsorship potential, change readiness, governance comfort, innovation mindset, and department opportunity, producing segment bands (AI Champion, Strong Sponsor, Neutral Observer, Skeptical Stakeholder). The framework also defines an ambassador program, governance guardrails, and a stakeholder influence map. An appendix lists current outreach targets with names, titles, reporting size, level, and functional teams. The overall goal is to create a prepared organization that can adopt Copilot responsibly, identify early use cases, mitigate risks, and align AI initiatives with LIIF’s business priorities.

Topics

Purpose & Vision of the Leadership Engagement Framework

Defines the overarching goal of engaging LIIF leaders to inform a responsible, high‑impact Copilot rollout, emphasizing change management over pure technology deployment.

Three‑Part Structured Engagement Approach

Outlines the method of explaining the Copilot vision, listening to leader feedback, and using insights to shape a practical rollout plan.

Four‑Phase Timeline & Implementation Plan

Details the sequential phases: leadership listening (2‑3 weeks), Copilot Ambassador pilot (4 weeks), rollout plan refinement (1‑2 weeks), and phased team training.

Targeted Question Set Across Nine Leadership Themes

Presents nine thematic interview sections—Personal AI Perspective, Copilot Awareness, Department Readiness, Influence & Sponsorship, Organizational Influence Mapping, Governance & Risk, Value Metrics, Future Vision, and Core Strategic Question—each with goals, specific questions, listening cues, and classification tables.

Leader Profile & Sponsorship Classification Schemes

Provides matrices to categorize leaders (Advocate, Interested, Neutral, Skeptical, Resistant) and sponsorship levels (Executive Champion, Active Sponsor, Passive Supporter, Observer, Skeptic).

Executive Summary Dashboard & Scoring Model

Defines a scoring rubric across dimensions (Personal Interest, Copilot Knowledge, Sponsorship Potential, Change Readiness, Governance Comfort, Innovation Mindset, Department Opportunity) and maps total scores to segment bands (AI Champion, Strong Sponsor, Neutral Observer, Skeptical Stakeholder).

Copilot Ambassador Program & Governance Considerations

Describes the role, time commitment, and expectations of ambassadors, and outlines governance concerns (privacy, security, hallucinations, compliance) to be addressed.

Stakeholder Influence Mapping & Champion Potential Matrix

Guides creation of a stakeholder map capturing influence, interest, and champion potential to identify high‑impact allies and potential blockers.

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