— Sample deliverable · ROI

The ROI Portfolio Map.

A scored, prioritized view of every AI initiative on the table — ranked across cost, speed, risk, and revenue leverage, then placed on an effort-vs-impact grid. It turns a long wish list into a defensible sequence: what to fund now, what to stage, and what to drop.

— Orientation

What it is, when to use it, who it's for

What it is

A scored prioritization of AI initiatives with a weighted priority ranking and an effort × impact 2×2.

When to use it

When you have more AI ideas than budget and need to sequence them on evidence rather than the loudest stakeholder.

Who it's for

CIOs/CTOs, heads of transformation, and CFOs allocating a finite AI budget across competing initiatives.

— Structure

Sample table of contents

ROI Portfolio Map · structurescored prioritization

Initiative inventory

Every candidate AI initiative surfaced in the diagnostic, named and scoped.

Scoring rubric

Each initiative scored 1–5 on cost-to-deliver, speed-to-value, execution risk, and revenue/margin leverage.

Weighted priority score

A composite that reflects your stated strategy weights — not a generic ranking.

Effort × impact 2×2

Visual placement so trade-offs are legible to non-technical decision-makers.

Sequencing recommendation

What to do now, next, and not yet — with the dependency that drives the order.

Assumptions & sensitivities

The inputs that, if wrong, would re-order the portfolio.

— Illustrative example

A redacted 2×2 & scoring table

Illustrative / redacted sample — not a real client artifact

Effort × Impact (illustrative placement)

→ increasing impact / revenue leverage

High impact · Low effort — DO NOWOps copilot (Tier-1)Reporting automation

High impact · High effort — STAGEPricing model rebuild

Low impact · Low effort — FILL-INDoc summarization

Low impact · High effort — DROPBespoke chat UI

→ increasing effort / cost-to-deliver

Initiative	Cost	Speed	Risk	Revenue	Priority
Ops copilot (Tier-1)	Low	Fast	Med	High	P1
Reporting automation	Low	Fast	Low	Med	P1
Pricing model rebuild	High	Slow	High	High	P2
Bespoke chat UI	High	Med	Med	Low	Drop

Initiatives, scores, and placements are illustrative placeholders to show the scoring and 2×2 mechanics. Not a real client portfolio — no client outcomes are represented.

— The decision it enables

Leadership can allocate the AI budget with confidence — funding the highest-leverage, lowest-friction initiatives first and deferring or cutting the rest, on a rationale anyone in the room can defend.

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30 minutes with Liron to map where your AI decisions are bottlenecked — and whether a paid diagnostic that produces artifacts like this is the right next step.

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