Kate Klease Advisory

Strategic Advisory

Turn AI investment into stronger business performance.

Kate works with boards and executive teams to establish their AI approach, assess what needs to change and design the organisation that comes next.

Explore the engagements below, from a focused boardroom briefing to an organisational review or design blueprint.

P&C Business Growth Roadmap

Know what must be true to achieve your growth ambitions.

Yesterday's people strategy won't deliver tomorrow's ambitions.

Achieving ambitious growth requires more than a clear business strategy. It requires a clear understanding of the people and organisational priorities that will enable success.

This engagement identifies what must be true for your strategy to succeed and translates those insights into targeted P&C priorities, helping you focus investment where it will have the greatest impact, solve the challenges most likely to constrain growth, and unlock the capacity needed to achieve your ambitions.

What the engagement delivers

  • Review of your business strategy, or input into its development, to clarify growth ambitions and future organisational requirements.
  • Interviews with key executives to understand current realities, constraints and barriers to execution.
  • Strategic recommendations identifying what must be true across your people and organisation to deliver your growth ambitions.
  • A prioritised one to three year roadmap setting out actions, sequencing, ownership, dependencies and indicative timing.

Scope and boundaries

Strategic input, assessment, recommendations and a one to three year roadmap, with scope and depth agreed upfront to reflect your business priorities and growth ambitions. Implementation of the plan is not included in scope.

Outcome

Confidence in where to invest, what to change and what to tackle first to make your growth ambitions achievable. A clear view of the gaps that could hold your business back, with a practical plan to build the capability and capacity needed to move forward.

Discuss a P&C Business Growth Roadmap

AI Framework

You know AI matters. Where should you start?

Kate partners with your management team to develop a practical AI framework grounded in your business strategy. Using The Klease Method™, she guides the team through the decisions required to move from uncertainty and disconnected ideas to a coherent approach.

What the engagement delivers

  • Clear business outcomes for AI, grounded in your business strategy
  • Guiding principles, risk boundaries and governance arrangements
  • A consistent approach to identifying, evaluating and prioritising AI use cases
  • Criteria for assessing AI tools, with clarity on where specialist technical input is needed
  • Organisational, workforce and capability implications
  • Priorities, accountable owners and measures of value

Scope and boundaries

Kate facilitates framework development, bringing organisational expertise and independent challenge. Your management team owns the decisions.

Technical evaluation, tool selection, architecture, security and integration require appropriately qualified specialists. Kate helps identify where that expertise is needed; she does not provide the technical assessment or recommend specific technologies. Implementation is agreed separately.

The outcome

An agreed AI framework that gives your leadership team clear direction on where to start, what to pursue and how to measure business value.

Discuss an AI Framework engagement

AI Operating Model & Workforce Review

Is your organisation set up to realise the value of its AI plans?

An independent review of the organisational implications of your existing and planned AI use. Kate examines how operating models, structures, roles and capabilities need to evolve so the business can capture the intended benefits.

What the engagement delivers

  • Findings on current constraints and opportunities, informed by business priorities, existing AI plans, relevant organisational material and targeted executive discussions
  • An assessment of the implications for operating models, organisational structures, jobs, accountability and capability
  • Prioritised recommendations, discussed with the executive team

Scope and boundaries

Assessment and recommendations. This engagement does not include detailed organisational design, implementation, technical feasibility assessments or AI tool selection.

The outcome

A clear assessment of the organisational changes required, the barriers to address and the priorities for action.

Discuss an AI Operating Model & Workforce Review

AI Operating Model & Workforce Blueprint

How should we design the future organisation?

Kate partners with your management team, guiding the design process through The Klease Method™ and bringing independent challenge and specialist expertise. Your team brings its knowledge of the business, its ambitions, constraints and what will work.

What the engagement delivers

The engagement can address the whole operating model or focus on the elements that matter most to your organisation now:

  • An operating model design for the agreed areas of your organisation
  • Organisational structures showing how people and AI agents work together
  • Redesigned jobs and role architecture for the agreed areas
  • Defined leadership, workforce and organisational capability requirements for an AI enabled world
  • Designs for succession planning, development and career pathways
  • An implementation plan with clear ownership within your management team

Scope and boundaries

Collaborative organisational design and implementation planning. Technical solution design and deployment require the relevant specialists. Delivery of the organisational changes is agreed separately.

The outcome

A jointly developed design for the agreed areas, with a clear implementation plan and ownership within your management team.

Discuss an AI Operating Model & Workforce Blueprint

Boardroom Briefing & Strategy Session

What does it take to turn AI ambition into greater profitability and lasting competitive advantage?

A tailored briefing and facilitated strategic discussion for boards and executive teams on how operating models, workforce capability, leadership and governance must evolve to deliver business results.

What the engagement delivers

  • A briefing tailored to your organisation’s context and strategic priorities
  • A concise session summary capturing key considerations, questions for management and agreed next steps

Scope and boundaries

This engagement focuses on organisational strategy, readiness and oversight. It does not assess technical feasibility or recommend specific AI tools, platforms or solutions.

The outcome

A shared understanding of what successful AI enabled transformation requires, with sharper questions and clearer expectations for AI value delivery.

Discuss a Boardroom Briefing

Scope, timing and fees are agreed around your organisation’s priorities and the work required.

Advisory Board Appointments

AI, people and change expertise. Executive and founder perspective.

I bring 25 years of experience leading people, change and transformation within executive teams, alongside the perspective of an experienced director, founder of Klyse AI and creator of The Klease Method™.

The Klease Method™ brings business strategy, people, technology and governance into one coherent approach to AI enabled transformation. It reflects how I work: considering these perspectives together so decisions are commercially grounded and changes are achievable.

I help founders, boards and leadership teams connect their ambitions with the organisational conditions needed to deliver them. That means challenging assumptions, recognising where AI can create value, and understanding what needs to change across the organisation to realise it.

Discuss an advisory board appointment

Kate has an amazing ability to see through complex strategic and commercial problems and solve them in a way that is engaging, wholistic and practical.

Sonila RudiChief Financial Officer

Let’s discuss what your organisation needs.

Contact Kate for a confidential discussion about your business goals, the challenges in the way and whether her expertise is the right fit.

Discuss your priorities with Kate