AI Strategy Planning Assistant

Purpose

AI Strategy Planning Assistant is intended to support annual strategy-setting and business planning activities, with a focus on saving time during planning cycles. It is used in the context of general strategy planning and is being further refined with SteerCo to identify more specific use cases.

Primary users

The primary user is not specified. The agent is associated with BTR and is being developed or guided with involvement from the BTR SteerCo, with ownership listed under Nicolle Patten-Clark.

Where it fits (process/stage/trigger)

The agent fits into the annual strategy-setting and business planning process. It is relevant when teams are preparing, reviewing, or refining business planning materials and when SteerCo is working to define more specific applications for strategy planning support.

Key capabilities / workflow

The agent supports planning work by using client data and Sia benchmarks as available datasets for strategy-setting and business planning. Its workflow centers on analyzing the planning context, using available data and benchmarks, validating whether the use case is specific enough, refining with SteerCo when needed, and delivering outputs once the planning support is ready.

Inputs

Inputs are not specified. The available dataset information includes client data and Sia benchmarks, which are the only explicitly provided data sources for the agent.

Outputs / Deliverables

Outputs are not specified. Any deliverables should therefore be treated as not specified unless further documentation or user-provided details define the expected planning outputs.

Value

The value of AI Strategy Planning Assistant is to save time in annual strategy-setting and business planning. By supporting planning work with client data and Sia benchmarks, it can help teams streamline preparation and focus refinement efforts through SteerCo involvement.