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AI for Decision Makers

Lead Smarter. Decide Faster. Amplify What Matters.

A 2-day hands-on experience that gives organizational leaders the clarity, confidence, and practical tools to use AI as a force multiplier for the decisions that drive your mission forward.

You don't need to become a technologist. You need to become the kind of leader who knows how to put AI to work for your mission. This bootcamp meets you exactly where you are—whether you're AI-curious, AI-cautious, or somewhere in between.

Before Day 1, every participant completes a personalized AI Readiness Assessment so we can tailor the material, examples, and exercises to your specific team and organizational reality. No jargon. No coding. No assumptions about your technical background.

Over two days, you'll move from understanding what AI can actually do (and what it can't) to building real, working tools that help you see patterns in your data, pressure-test your decisions, and free up hours your team currently spends on manual analysis.

By the end, you'll walk away with AI-powered advisors trained on YOUR data, a unified dashboard, and the confidence to lead AI adoption across your organization—on your terms.

FROM
AI-Overwhelmed
Unsure where to start · Manual analysis
TO
AI-Empowered Leader
Confident · Data-Driven · 10-20hrs/week reclaimed
2 days · 9 steps · No coding required · Leave with working AI tools on your data
Why It's a Masterclass, Not a Course

AI Hyper-Personalizes Your Experience

This isn't a one-size-fits-all course. It's assessed to your gaps, adapted to you, and finished with a custom deliverable you build and own.

01Before You Start

Pre-Masterclass Assessment

You begin with an AI-driven assessment that maps what you already know against everything this masterclass covers. We pinpoint your knowledge gaps up front—so your time goes only where it moves the needle.

02During

An AI-Personalized Path

Your results reshape the masterclass around you. The AI aligns the material, examples, and pace to close your specific gaps—so a fixed curriculum becomes a path built for exactly one person: you.

03Your Outcome

A Custom Deliverable You Own

You don't leave with a certificate—you leave with a real, working artifact built for your goals. In "AI for Decision Makers," that means a deliverable you can ship, show, and build on. Something you made, not just something you watched.

Your 2-Day Leadership Journey

Your 9-Step Leadership Journey

Each step follows the Shu-Ha-Ri method: Clear explanation → Hands-on experience → Make it yours. Watch as you progress from AI-uncertain to AI-confident, building your leadership advantage with every step.

Day 1 Morning

Clarity

Shu (守) - See Clearly

FROM
I know AI is everywhere but I honestly don't know what it can do for an organization like ours—or if I even trust it.
TO
I have a clear, honest understanding of where AI helps and where it doesn't. My data is connected and I've seen it work on OUR information for the first time.
🛡️ Informed Confidence
You now see AI clearly—not through hype or fear, but through your own firsthand experience with your own data.
Day 1 Afternoon – Day 2 Morning

Capability

Ha (破) - Build Confidence

FROM
I've seen what's possible but I need to go deeper—finances, impact, fundraising—on OUR real data.
TO
I've personally built AI-powered analysis workflows for our grant data, program outcomes, and development pipeline. I did it myself and I understand how it works.
🛡️ Hands-On Confidence
You're no longer dependent on vendors or consultants to use AI. You've built it yourself and you know how to refine it.
Day 2 Afternoon

Leadership

Ri (離) - Lead the Way

FROM
I have new capabilities but I need to bring this back to my team and make it part of how we work.
TO
I have a complete set of AI-powered tools, a unified dashboard, and a 90-day roadmap to lead AI adoption across my organization—on my terms.
🛡️ Leadership Advantage
You're now the person in the room who understands AI, knows what it can do, and can lead your organization forward with confidence.

The Complete Transformation Matrix

Each step follows the Shu-Ha-Ri cycle: TedTalk inspiration → Hands-on coding → Experimentation → Innovation.This is the guided progression that transforms API consumers into model builders.

1

Step 1: Demystifying AI

FROM (Point A)
I've heard a lot about AI but don't know what's real, what's hype, or how it applies to us
TO (Point B)
I have a clear, honest understanding of what AI can and can't do—and I've seen it work on real organizational data
🛡️ Clarity
You can now cut through the noise and make informed decisions about AI for your organization
2

Step 2: Your Data Is More Valuable Than You Think

FROM (Point A)
Our data is scattered across spreadsheets, reports, and disconnected systems
TO (Point B)
Our data is connected, organized, and AI-ready—I did it myself and it was simpler than I expected
🛡️ Foundation
Your organizational data, properly connected, becomes your most powerful leadership asset
3

Step 3: Asking AI the Right Questions

FROM (Point A)
I've tried ChatGPT but I don't know how to get useful, trustworthy answers about OUR work
TO (Point B)
I know how to ask AI the right questions and get answers grounded in our real data—not generic internet responses
🛡️ Confidence
You've gone from AI spectator to someone who can use it effectively, right now, today
4

Step 4: Teaching AI Your Organization

FROM (Point A)
Generic AI gives generic answers because it doesn't know our mission, our history, or our community
TO (Point B)
AI now references OUR documents, reports, and data—it understands our context and cites our actual sources
🛡️ Trust
When AI grounds its answers in your real data, you can actually trust what it tells you
5

Step 5: Funding, Finance, and Fundraising

FROM (Point A)
Financial analysis, grant reviews, and donor research each take our team weeks—and we still miss patterns
TO (Point B)
I can surface budget insights, model grant scenarios, and identify donor opportunities in minutes—on our real numbers
🛡️ Funding Clarity
Faster, deeper insight into your complete financial and fundraising picture
6

Step 6: Seeing Your Impact More Clearly

FROM (Point A)
We collect impact data but struggle to turn it into strategy or tell the story to funders
TO (Point B)
I can analyze what's working, spot what needs attention, and generate compelling impact narratives from real data
🛡️ Impact Clarity
Your program data becomes both a strategic tool and a storytelling engine
7

Step 7: Meta-Prompting — Teaching AI How to Think

FROM (Point A)
I get generic or unhelpful answers because I don't know how to ask AI the right way
TO (Point B)
I can design expert-level prompts, build reusable templates, and teach my team to get reliable, trustworthy AI outputs every time
🛡️ Prompt Mastery
The single most valuable AI skill for leaders—getting AI to reason like the expert you need
8

Step 8: Your AI Toolkit

FROM (Point A)
There are hundreds of AI tools and I don't know which ones are worth my time or safe for our data
TO (Point B)
I know exactly which tools to use, how to evaluate new ones, and I've built working AI workflows into our operations
🛡️ Tool Fluency
You can evaluate, adopt, and connect AI tools without depending on a vendor or IT team
9

Step 9: Bringing It All Together

FROM (Point A)
I have new skills but need a plan to bring this back to my team and sustain it
TO (Point B)
I have working tools, a unified dashboard, and a realistic 90-day roadmap to lead AI adoption at my organization
🛡️ Leadership
You're now the person who can guide your organization's AI journey with confidence and clarity

The Shu-Ha-Ri Learning Method

Ancient Japanese mastery philosophy adapted for leadership development. Each module follows this complete cycle—by Step 9, you've built real confidence through nine rounds of learning by doing.

📚

Shu (守) - Understand

Clear, jargon-free explanation with live demos on real data

See AI analyze real organizational data live—then understand exactly how and why it works

🔨

Ha (破) - Build

Guided hands-on experience with YOUR data—you're doing it, not watching

Connect your grant data, ask AI the right questions, and evaluate the answers yourself

🚀

Ri (離) - Own

Customize for your specific organization and take it home

Tailor your AI tools to your mission, your data, and your team's decision-making needs

This is how you go from uncertain to unstoppable. Every step builds real confidence through real experience with your own data.

Proven Transformation Results

Real outcomes from organizational leaders who went from AI-uncertain to AI-empowered—and transformed how their teams make decisions

📈 Leadership Transformation

92%
Say they went from AI-skeptical to AI-confident in 2 days
10-20hrs
Reclaimed per week from manual analysis and reporting
89%
Report making faster, more confident decisions within 30 days
94%
Say their teams now use data where they used to guess

🎯 Organizational Impact

100%
Of participants leave with working AI tools on their own data
87%
Report their team adopted AI practices within 60 days
3x
Faster grant analysis and funder reporting cycles
Zero
Coding or technical skills required — built for leaders

What You'll Actually Build

🔍
AI Clarity
Know what's real, what's hype
💰
Financial Insight
Grants & budget analysis
📈
Impact Analysis
See what's working, prove it
🤝
Fundraising Intel
Data-driven development
📊
Your Dashboard
All your tools, one place

Choose Your Path to Mastery

All modalities include the complete Synthetic Consultant Stack™. Choose based on your schedule and organizational needs.

Self-Paced Mastery

$1,497
Lifetime Access
Self-directed learners
  • All 9 modules available immediately
  • Lifetime access to content and updates
  • Community support and Q&A forum
  • Monthly live office hours with Dr. Lee
  • Template library for all consultant types
  • AI Readiness Assessment included
  • Learn on your own schedule
Most Popular

4-Week Live Cohort

$3,997
12 Weeks
Engineers wanting accountability
  • Weekly live workshops with Dr. Lee
  • Build one consultant per week with direct feedback
  • Cohort accountability and peer learning with fellow leaders
  • Direct instructor access between sessions
  • AI Readiness Assessment with personalized debrief
  • Certificate of completion
  • Alumni network of AI-empowered leaders

Organization Edition (1:1 Implementation + Advisory)

$14,997
6 Months
Founders & technical leaders
  • Everything in Bootcamp PLUS:
  • Comprehensive AI Readiness Assessment with executive debrief
  • 4 private 1-on-1 sessions with Dr. Lee (90 min each)
  • Custom consultant design for your specific mission and sector
  • Data strategy review and optimization for your organization
  • Direct Slack/email access to Dr. Lee
  • Integration support with your existing systems
  • Monthly lifetime office hours (30-min check-ins)
  • Optional: $3,997/month retainer for ongoing advisory

2-Day Immersive Bootcamp

Executive format (2 full days, 9am-5pm). Also available as 4 Half-Day Sessions (4 × 4hrs over 2 weeks). AI Readiness Assessment for every participant before Day 1.

Download Curriculum

Course Curriculum

9 transformative steps · 16 hours of hands-on content

1

Step 1: Demystifying AI — What It Actually Can (and Can't) Do for You

6 lessons · Shu-Ha-Ri cycle

  • Starting Honest: What AI Is Great At, What It's Terrible At, and Why That Matters for Leaders
  • The Hype vs. The Reality: Cutting Through the Noise With Clear Eyes
  • How AI Can Serve Mission-Driven Work Without Replacing the Human Heart of It
  • Live Demo: See AI Analyze Real Organizational Data—Then See Where It Falls Short
  • Reviewing Your AI Readiness Assessment: Where YOU and Your Organization Stand Today
  • Setting Your Intentions: What Decisions Do You Want to Make With More Confidence?
2

Step 2: Your Data Is More Valuable Than You Think

7 lessons · Shu-Ha-Ri cycle

  • You Already Have What You Need: Discovering the Data Assets Hiding in Plain Sight
  • Connecting What You Already Use: Spreadsheets, Reports, Grant Applications, Impact Metrics
  • Organizing the Knowledge Your Organization Has Built Over Years
  • Making Your Data AI-Ready: Simple Steps, No Technical Skills Required
  • Privacy First: Protecting Beneficiary, Donor, and Community Information
  • The Ethical Foundation: Responsible Data Practices for Mission-Driven Organizations
  • Hands-On: Load Your First Real Dataset and See What AI Sees
3

Step 3: Asking AI the Right Questions

7 lessons · Shu-Ha-Ri cycle

  • Why the Question You Ask Matters More Than the Tool You Use
  • A Non-Technical Tour: How AI Reasoning Actually Works (In Plain Language)
  • The Art of the Prompt: How to Get Useful, Specific, Trustworthy Answers
  • Building Your First AI Workflow: A Real Analysis on Your Real Data
  • Testing Together: When to Trust the Answer and When to Push Back
  • Getting Better Results: Simple Techniques That Make a Dramatic Difference
  • Hands-On: Run Your First AI-Powered Analysis and Evaluate What You Get
4

Step 4: Teaching AI to Understand YOUR Organization

7 lessons · Shu-Ha-Ri cycle

  • Why Generic AI Doesn't Know Your Mission (And Why That's Actually Good News)
  • Grounding AI in Your Reality: Connecting It to YOUR Documents, Reports, and History
  • Building Your Organization's Knowledge Library—Strategic Plans, Grant Reports, Board Materials
  • From Generic to Specific: Watch AI Go From Useless to Insightful in Real Time
  • Hands-On: Connect Your Knowledge Library and See the Difference Immediately
  • Trust and Verification: How to Confirm AI Is Citing Your Real Data, Not Making Things Up
  • Responsible AI: What It Means When Your Decisions Affect Real Communities
5

Step 5: Funding, Finance, and Fundraising — Your Numbers, Clarified

7 lessons · Shu-Ha-Ri cycle

  • What Would It Mean to See Your Entire Financial and Funding Picture in Minutes?
  • Connecting Financial Data: Budgets, Grant Expenditures, Revenue Streams, Donor Records
  • Pattern Recognition: Surfacing Trends in Both Spending and Giving That Your Team May Miss
  • Scenario Planning: 'What Happens If This Grant Doesn't Renew?' — Modeled in Seconds
  • Donor Intelligence: Identifying Opportunities, At-Risk Relationships, and Major Gift Signals
  • Hands-On: Run Your First AI-Powered Financial and Fundraising Analysis on Your Real Data
  • Board-Ready Insights: Getting Funding and Development Answers in the Format Leaders Use
6

Step 6: Seeing Your Impact More Clearly

7 lessons · Shu-Ha-Ri cycle

  • You're Already Making an Impact — AI Helps You See It, Prove It, and Grow It
  • Connecting Impact Data: Beneficiary Outcomes, Program Metrics, Longitudinal Trends
  • What's Working and What Needs Attention: AI-Assisted Program Analysis
  • From Data to Story: Turning Outcomes Into Compelling Narratives for Funders and Boards
  • Funder Reporting Made Easier: Generating Data-Backed Summaries From Your Real Work
  • Hands-On: Analyze a Real Program and See What the Data Reveals
  • From Insight to Action: Using What You Learn to Strengthen What You're Already Doing
7

Step 7: Meta-Prompting — Teaching AI How to Think About Your Problems

7 lessons · Shu-Ha-Ri cycle

  • Beyond Simple Questions: What Meta-Prompting Is and Why It's a Leadership Superpower
  • The Prompt Architect Mindset: Designing Prompts That Get Expert-Level Responses Every Time
  • Chain-of-Thought for Leaders: Getting AI to Show Its Reasoning So You Can Verify It
  • Role-Based Prompting: Making AI Think Like a Financial Analyst, Program Evaluator, or Strategist
  • Building Reusable Prompt Templates Your Whole Team Can Use
  • Hands-On: Create a Library of Meta-Prompts Tailored to Your Organization's Most Common Decisions
  • When to Trust the Output and When to Redesign the Prompt: Developing Your Judgment
8

Step 8: Your AI Toolkit — Choosing and Using the Right Tools

7 lessons · Shu-Ha-Ri cycle

  • The AI Tool Landscape: An Honest Tour of What's Available for Non-Technical Leaders
  • Evaluating AI Tools: What to Look For, What to Avoid, and What Questions to Ask Vendors
  • No-Code Platforms That Actually Work: Hands-On With Tools You Can Use Monday Morning
  • Connecting Tools to Your Workflow: Email, Spreadsheets, Calendars, and Communication Platforms
  • Automating the Repetitive: Setting Up Simple AI-Powered Workflows for Weekly Tasks
  • Hands-On: Build a Complete Workflow That Connects Your Data to AI to a Decision Output
  • Security, Privacy, and Vendor Evaluation: What Mission-Driven Organizations Need to Know
9

Step 9: Bringing It All Together — Your Decision Intelligence Roadmap

7 lessons · Shu-Ha-Ri cycle

  • The Full Picture: How Everything You've Built Works Together
  • Cross-Domain Intelligence: When Financial Analysis and Impact Data Tell a Bigger Story
  • Your Decision Dashboard: One Place to Access All Your AI-Powered Insights
  • Setting Up Simple Automations for the Analysis You Do Every Week
  • Growing Over Time: How to Expand Your AI Capabilities as Your Confidence Grows
  • Keeping It Current: Simple Habits for Updating Your AI Tools With Fresh Data
  • Your 90-Day Roadmap: Realistic Next Steps to Deepen AI Adoption Across Your Organization

What You'll Work With

Practical, leader-friendly tools and concepts you'll use during the bootcamp and take home with you

For Organizational Leaders

I help organizational leaders go from AI-overwhelmed to AI-empowered in 2 days—giving them the practical skills, confidence, and working tools to make faster, smarter decisions using their own data, without writing a single line of code or depending on anyone else.

For Mission-Driven Organizations

I help mission-driven organizations turn the data they already have into a leadership advantage—so leaders can spend less time on manual analysis and more time on the work that actually moves their mission forward.

AI-Powered AnalysisKnowledge LibrariesData IntegrationScenario ModelingDecision DashboardsImpact ReportingResponsible AI

Frequently Asked Questions

I'm not a tech person. Is this really for me?

This is specifically for you. This bootcamp was designed for organizational leaders—Executive Directors, CEOs, program directors, development leads—not engineers. There's no coding, no jargon, no assumption that you've used AI before. We start where you are. Before Day 1, every participant completes an AI Readiness Assessment so we can tailor the material to your comfort level, your data, and your real challenges. You'll be surprised how capable you feel by the end of Day 1.

What is the AI Readiness Assessment?

Before the bootcamp, every participant completes a personalized assessment that looks at where your organization stands with data, what kinds of decisions you're making, and where AI might (and might not) help. We use the results to customize examples, exercises, and pacing so the experience resonates with YOUR team—not a room full of engineers. Whether you're AI-curious or AI-cautious, the assessment ensures we meet you where you are.

I'm honestly skeptical about AI. Should I still attend?

Especially if you're skeptical. We don't start with hype—we start with honesty. What can AI actually do? Where does it fall short? Where should you absolutely NOT rely on it? Healthy skepticism makes you a better leader in this space, not a worse one. This bootcamp gives you the firsthand experience to form your own informed opinion—not one shaped by headlines or vendor pitches.

I'm worried AI will replace the human elements of our work.

It won't—and it shouldn't. AI is a terrible replacement for human judgment, empathy, and relationships. But it's an extraordinary tool for handling the analysis, pattern recognition, and data synthesis that currently consume hours of your team's time. The goal is to give your people more capacity for the work that only humans can do—the listening, the strategy, the relationship-building—by letting AI handle the manual, repetitive parts.

What data should we bring?

Bring whatever your organization works with day to day: grant reports, program outcome data, financial summaries, donor records, strategic plans, stakeholder surveys, board materials. The more relevant data you bring, the more personal and useful the experience will be. Your AI Readiness Assessment will include specific guidance on what to prepare—and we help you organize everything during the bootcamp.

Is our organizational data safe?

Yes. Your data stays on your machine or in your organization's private environment. Nothing is shared with other participants. We cover data privacy and responsible AI practices as part of the curriculum—including specific guidance for protecting beneficiary and donor information. When your work affects real communities, data ethics isn't optional. It's built into everything we do.

Can this be delivered as 4 half-day sessions instead of 2 full days?

Yes! We offer the same content as 4 Half-Day Sessions (4 × 4 hours, spread across 2 weeks). Same outcomes, same hands-on experience—just structured for teams who can't step away for 2 consecutive days. This is our most popular format for organizations with packed calendars.

What will we actually leave with?

You'll leave with three things: first, a clear and honest understanding of how AI can support your leadership. Second, hands-on confidence—you'll have built real AI-powered workflows on your own data during the bootcamp. And third, a set of working AI advisors tailored to your organization's needs—for grants, impact analysis, fundraising, and stakeholder intelligence—plus a 90-day roadmap to deepen adoption at your own pace. This isn't theory. You leave with tools you can use Monday morning.

Can our whole leadership team attend together?

Yes—and we strongly recommend it. When your ED, program director, development lead, and operations manager go through this together, the shared language and confidence changes how your entire team approaches decisions. We offer team rates for 3+ participants from the same organization.

How is this different from just using ChatGPT?

ChatGPT doesn't know your organization, your beneficiaries, or your strategic plan. It gives generic answers that might sound impressive but miss your reality entirely. What you build here is grounded in YOUR data—it references your actual reports, analyzes your real numbers, and understands your specific context. It's the difference between asking a stranger for advice and working with someone who's read every document your organization has ever produced.

Lead With Confidence. Decide With Clarity.

Join organizational leaders who went from AI-uncertain to AI-empowered—making faster, smarter, data-driven decisions in just 2 days.

No coding required. AI Readiness Assessment included. Leave with working tools on your data. Bring your whole leadership team.

Starting at
$4,997

2-Day Bootcamp · 4 Half-Day option · Team rates available

Reserve Your Seat

Your mission is too important for guesswork. Lead with data.

AI Readiness Assessment
No coding required
Team rates available