Lead2Coach

Lead2Coach Academy

AI Portfolio Champion: the Foundation

Three days on deciding what happens to the AI projects in front of you. What gets funded, what moves into production, and what should stop. Somebody has to make those calls, whatever their job title says.

When
19 to 21 January 2027
Hours
09:00 to 16:00 CET
Where
Online, live
Fee
CHF 1,950

12 to 16 places, and nothing to prepare. The first of the Academy’s three tracks. Request a place, or try the ten questions first.

What you learn

Five things, and you can use all of them on Monday

  • How to find out what AI work is actually running, including the parts nobody announced
  • How to size up any AI project in two minutes and name what is missing
  • How to judge what your organization can realistically take on right now
  • How to turn “this will not work” into a request to a named person
  • Why good requests get polite agreement instead of a real commitment

Accountable for

  • Adoption across the business
  • What the portfolio delivers
  • Reporting progress upward

Can decide

  • What your own team tries
  • Where your own time goes
  • Which questions get asked

Accountable for, cannot decide

  • Where the time it saves goes
  • Who can stop it, and how fast
  • Whether the yes from above is real

The ask

One named person, one decision, one date.

An example of the two-column mandate, not a client’s. The three in the gap are three of the ten questions on the free check.

All of it runs on paper. Aptavo, our software, makes it faster and is entirely optional.

Who comes

No title, no budget and no list required

Doing it now

I have a list and a steering meeting. Not much is landing.

Building it

Nobody owns this yet, and it is drifting towards me.

Advising others

Clients ask me which AI projects to back. I want a good answer.

Heading into it

This is where my work is going. I want to do it properly.

Championing an AI portfolio is something you do, not a job you hold. Plenty of people in the room will not have the title.

The three days

One subject a day, in sessions under ninety minutes

  1. What you already decide

    The work itself, finding what is running, and what kind of project each one is.

  2. Reading it, and sorting it

    What your organization can take on, the assessment, and the biggest scale that works.

  3. Risk, owners, and the ask

    Who owns what can go wrong, turning a gap into a named person, and how to ask.

Taught on prepared cases, so there is nothing to bring and nothing confidential goes into the room.

Being straight about it

What three days cannot do

You leave with
A method you can use
A clear view of the work in front of you
A next move, and the case for it
You do not leave
Expert in it, because no three days do that
Certified: that is earned in the cohort
Obliged to join the cohort at all

After it, if you want it

The cohort: six months, your own decisions

A small group over about six months, working on the calls you are actually making rather than on cases. People from all three Academy tracks are in it.

Group sessions for the method and for comparing notes. Private sessions for the parts that involve a real person by name.

If you are setting it up

No mandate yet, no rhythm, often no list. You run the practice for two cycles and build the case for it existing.

If you already lead it

A portfolio and a cadence already exist. The work is leading it better, and having peers who are doing the same thing.

A new cohort starts each quarter. No price yet, and the certification is earned there by regular application rather than in the three days. Write if you want to hear when it opens.

Who teaches it

Both founders, and both have carried the mandate

Bar Schwartz

Co-founder, Managing Director

Redesigns how organizations decide and deliver. Scaled Signavio's engineering organization, ran organizational diagnostics across global pharma R&D, and wrote a book on leading through continuous technological change.

Filipe Saldanha

Co-founder

Operating-model and governance redesign at enterprise scale. Right now leading AI transformation inside one of the world's largest insurers, which is this course's subject in the place it is hardest.

We have no AI client references yet, which is why the first step costs nothing and this first run is CHF 1,950 rather than CHF 2,400. The full CVs are on who you work with.

Request a place

Request a place for January

Dates
19 to 21 January 2027, 09:00 to 16:00 CET each day, online.
Places
12 to 16 people, minimum eight. If we have not reached eight by 9 January the course moves and every fee is refunded in full.
Fee
CHF 1,950 per person for this first run. The standard fee afterwards is CHF 2,400.
Included
Every material and case, yours to keep, and a 45 minute private session with Bar or Filipe within 30 days.
Certificate
Of completion for the three days. The Academy certification is the cohort’s, not this.
Changing your mind
Free up to 21 days before. Half the fee up to 7 days before. You can send a colleague instead at any point, at no cost.

This requests a place. Bar confirms it and the invoice by reply.

Sending opens the request in your own mail app, so you can read it first. If nothing opens, copy it and paste it to bar@lead2coach.com. Nothing is stored on this site either way.

Next

Pick one thing, and let’s get it moving

Tell us about one decision that keeps getting stuck, and who would need to agree to it. That is enough to start.