Buyer's question

How to Build an AI Strategy on One Page If it doesn't fit on one page, it isn't a strategy.

The best AI strategies fit on one page. Strategy that requires 30 pages is usually procrastination disguised as planning. Here's the one-page template, the 6 sections it should contain, and a worked example.

Short answer

A one-page AI strategy has 6 sections: (1) the goal in one sentence, (2) the principles, (3) the priority workflows, (4) the named owner, (5) the budget envelope, (6) the success metrics. If yours is longer, cut. The point is to drive action, not produce a document.

By Bill Colbert · Founder, Treetop Growth Strategy
Published May 2026 · More from the library

The 6 sections

1. The goal — one sentence

Example: "In 12 months, we will recover 8+ hours per week per knowledge worker through AI productivity tools, without reducing headcount."

2. The principles — 3-5 bullets

What we will and won't do. Example: "We will buy horizontal AI platforms over building. We will require human review of any external AI output. We will not use free-tier tools with customer data."

3. The priority workflows — top 3

Specific, named, with workflow owners. Example: "Q1 priorities: proposal drafting (Sales), content production (Marketing), meeting synthesis (Ops)."

4. The named owner

One human. Title. Time commitment. Example: "[Name], COO, 10 hours/week protected for AI rollout, reports weekly to CEO."

5. The budget envelope

Range, not precise number. Example: "\$25K-\$50K Year 1 all-in: platform seats, implementation help, training, internal time."

6. The success metrics

What we will measure and at what cadence. Example: "Quarterly review: hours saved (target 8+/person/wk), workflows in production (target 5+ by month 6), team adoption (target 80% weekly active)."

Worked example

That's the whole strategy. ~150 words. Drives the same outcomes that a 30-page deck would; gets used.

What to cut

How to use this with your board

Present the one-pager directly. Boards prefer specificity to comprehensiveness. If they want detail, the 90-day implementation roadmap is the supporting artifact (see the roadmap template).

If your board insists on a longer document, that's a signal — the conversation is about reassurance, not action. Push back gently.

FAQ

Isn't a one-page strategy too simple?

Simple is correct. Complexity in strategy documents usually masks unclear thinking, not nuanced thinking.

Should the AI lead or the CEO write this?

Joint exercise. CEO writes the goal and principles. AI lead writes the workflows, owner, budget, metrics.

How often should we update it?

Quarterly. After each review, refine the priority workflows and metrics for the next quarter.

What if my consultancy gave us a 30-page strategy?

Distill it to one page yourself. Use their depth as input; produce your own one-page output.

Should this be different at different company sizes?

Same template, different content. Bigger companies have more workflows and more nuanced metrics; the structure holds.

Related reading

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