AI Maturity Snapshot
See where you are now in your AI fluency and what capability gap to close next.
Live Workshop
Lead AI Transformation Without Becoming a Technologist
Earn your seat at the AI table before the role gets defined without you.
How to step into AI transformation conversations with the language, tools, and point of view to earn your seat at the table.
You're not being replaced by AI.
But your role is changing.
AI is already changing how leaders learn, reflect, write, decide, and solve problems at work. The opportunity is to use AI responsibly without losing trust, consent, privacy, judgment, or human sensemaking.
Why This Matters
Decisions are being made now. Waiting is the risk.
Leaders are investing more in AI. But workforce transformation is lagging.
Executives need leaders to step up, and AI transformation decisions are being made now.
If coaches and talent leaders wait, they may be invited in after the strategy is set.
Coaches and talent leaders need a clearer point of view on what AI can support, what should stay human, and how to bring AI into coaching without losing trust, judgment, or agency.
The New Edge for Coaches and Talent Leaders
You understand people and change.
You understand people and change.
Now you need the AI language to lead.
AI transformation is not just a technology rollout. It is a people, workflow, judgment, trust, and behavior change challenge.
01
IT and AI teams may own the tools.
Coaches and talent leaders help people use them with confidence, judgment, and responsibility.
02
Business leaders may own the priorities.
Coaches and talent leaders help connect AI-enabled work to capability, behavior change, and business value.
03
People still need help changing how they work.
That is familiar ground. What is new is the AI context.
That is the new edge.
This workshop helps you stop watching from the sidelines and start showing up with a credible point of view in AI transformation conversations.
What You'll Leave With
You'll leave with a clearer way to show your value in the age of AI.
By the end of this workshop, you will not be trying to master every AI tool. You will leave with your AI Transformation Conversation Kit — six practical assets to help you understand where you fit, speak more credibly, and take your next step in AI transformation conversations.
AI Transformation Skills Checklist
Understand the leadership, AI fluency, stakeholder, adoption, workflow, and ROI skills needed to be credible in AI transformation conversations.
Stakeholder Ecosystem Map
Map where coaches, HR, L&D, OD, IT, business leaders, managers, and employees fit — and where you can add value.
C.H.A.I.R. Human + AI Decision Filter
Use a simple Human + AI model to decide what AI can support, what humans must still own, and where trust, consent, judgment, privacy, and governance matter.
Three Human + AI Use Cases & Prompt Packs
See three practical ways to blend human judgment with AI support, including sample prompts, use case examples, and guidance for what stays human.
Next-Step Capability Path
Leave with a clear path for whether your next move is deeper AI fluency, Certification, an in-house team session, or an implementation sprint.
One working session. Six practical assets. One clear next step.
What We'll Cover
A practical working session for coaches and talent professionals who want to step into AI transformation conversations with more clarity, credibility, and useful tools.
01
The problem right now
AI is being deployed, but adoption, behavior change, and workforce readiness are lagging.
02
The new role for coaches and talent leaders
Where coaching, HR, L&D, and OD fit when AI changes how people work, decide, learn, and lead.
03
The Human + AI decision filter
How to separate what AI can support from what humans must still own.
04
Three Human + AI use cases and prompt packs
Practical examples showing how to blend AI support with coaching, leadership, judgment, and behavior change.
05
Real case studies from the field
Examples showing how AI, coaching, workflow redesign, and ROI measurement can work together.
06
Your next step toward capability
How to decide whether your next move is deeper AI fluency, Certification, an in-house session, or an implementation sprint.
Proof From the Field
When coaching meets AI, the numbers move.
Real results from organizations where AI adoption was connected to coaching, workflow change, and measurable business outcomes.
86%
Reduction in onboarding time
From 30 minutes to about 5 minutes per new hire with an AI-supported workflow.
69%
Cut in evaluation time
From 90 minutes to 28 minutes per evaluation with coached leaders using AI-supported drafting and review.
70%+
Active AI adoption
Real-world usage after a coaching-supported rollout tied to workflows, office hours, and practical use cases.
Case Studies
Real examples. Practical application.
Real examples. Practical application.
Measurable business impact.
Three pilots where internal coaching, AI tools, and workflow redesign worked together — with the numbers to back it.
Here's what that looked like in practice.
Case 01
AI-enabled onboarding workflow
The Challenge
Staff spending repetitive time onboarding 200+ new hires a year. Copilot licenses sitting unused.
What Changed
A coached workflow surfaced onboarding as the highest-impact use case. Prompt packs and an AI-supported workflow were built around how the work actually gets done.
Outcome
86% onboarding time reduction
New hire onboarding time moved from about 30 minutes to about 5 minutes per person.
Case 02
Execution & leadership conversations
The Challenge
Leaders losing 1.5–2 hours per evaluation. Past-due reviews driving fines and pulling leaders away from coaching and developing their team.
What Changed
Coaches sat with leaders, mapped the real workflow, and built Copilot prompt packs for evaluation drafting, competency language, and peer review synthesis.
Outcome
69% time cut
Evaluation time moved from 90 minutes to 28 minutes, with overdue evaluations closed quickly using AI-supported drafting and review.
Case 03
Coaching-supported AI adoption & ROI
The Challenge
Enterprise Copilot licenses with low usage and pressure to show value before licenses were revoked.
What Changed
A coached rollout included kickoff, AI maturity assessment, workshop, training, office hours, real workflows, peer sharing, and a clear path to scalable AI use cases.
Outcome
70%+ active adoption
Real-world usage increased, with multiple high-impact use cases identified and a documented path to scale.
Is This For You?
Designed for coaches and talent professionals who work inside — or with — organizations.
For you if
This workshop is for you if you are:
An internal coach preparing for AI-enabled coaching.
An HR, L&D, OD, or talent leader responsible for building capability.
A coaching leader thinking about the future of the coaching function.
An external coach who works with organizational clients.
A consultant or advisor supporting leadership, behavior change, or AI adoption.
You do not need to be technical. You do need to be ready to think beyond prompt tricks.
Not for you if
This is not for you if:
You want a generic AI tools tour.
You only want prompt tricks.
You want to automate coaching without thinking about corporate governance, trust, ethics, data privacy, consent, human judgment, or organizational value.
This is for people who want to use AI responsibly and stay relevant in an AI-enabled workplace.
Why Excelia
Built at the intersection of Human + AI leadership and measurable business impact.
Excelia helps organizations adopt AI through coaching, leadership development, behavior change, and measurable ROI.
We work at the intersection of Human + AI leadership, workflow transformation, responsible adoption, and business impact.
Partner
Microsoft Partner
Recognition
AI Hackathon Winner
Research Base
2M+ Coaching ROI Data Points
Focus
Enterprise AI Adoption & Leadership Development
After the Workshop
The workshop gets you into the conversation.
The workshop gets you into the conversation.
Certification builds the capability to lead it.
Workshop
Step into the AI conversation.
Certification
Build the capability to lead it.
Implementation
Apply the work with leaders, teams, and organizations.
July 31, 2026 · Live virtual workshop · Limited seats
Meet Your Host
Lisa Ann Edwards
Founder, Excelia · Microsoft Partner
Lisa works with enterprise and business leaders to integrate AI into real leadership workflows, with clear guardrails, measurable impact, and defensible decision-making. She has led pilots where teams turned AI deployments into documented ROI, and she's built the practical frameworks behind every case study above.
Microsoft Partner
AI Hackathon Winner
2M+ Coaching ROI Data Points Analyzed since 2012
Register
Save your seat
July 31, 2026 · 9:00–11:30 AM PT
Join Live for $30
By registering, you'll receive the calendar invite, session link, preparation note, and 14-day replay access.
Live Workshop
Limited seats
Frequently Asked
Quick answers before you register.
Is this for internal or external coaches?
Both. It is especially relevant for internal coaches, HR/L&D leaders, and external coaches who work with organizations.
Do I need to be technical?
No. This workshop is designed for coaches and talent professionals, not technologists.
Is this the same as the certification?
No. This workshop is the starting point. The AI-Powered Coach Certification is the deeper program.
What happens after the workshop?
You'll be invited to continue into the AI-Powered Coach Certification or book a fit conversation if a team or in-house path makes more sense.
Will it be recorded?
Yes. Live attendees will receive replay access after the session.
This is designed as a hands-on working session, so the best experience is to attend live, participate in the exercises, and ask questions in real time.
If you cannot attend live, recording-only access is available for $300.
What is the refund policy?
You'll receive a full refund if you cancel at least 72 hours before the workshop begins. Because this is a live, hands-on working session with limited seats, cancellations made within 72 hours of the workshop are not eligible for a refund.