Before the meeting
Know:- the decision you want;
- who can make it;
- likely objections;
- which assumptions are most sensitive;
- where stakeholders disagree;
- what evidence you can show quickly.
Open with the answer
A strong opening might be:We found three material sources of friction in the current workflow. One is primarily operational, one can be addressed through integration, and one has a credible AI-assisted use case. We recommend starting with the integration because it has the strongest evidence, shortest path to value and removes a prerequisite for the AI opportunity.That gives the room a position to react to.
Communicate by role
CEO: outcome, strategic implication, pace and organisational consequence. CFO: investment, assumptions, downside, payback and realised-value mechanism. COO: process ownership, operational feasibility, capacity and change. CTO: architecture, security, integration, maintainability and build-vs-buy.Use detail selectively
Keep appendices for:- detailed process maps;
- evidence excerpts;
- assumption tables;
- technical options;
- data-quality detail.
Handle disagreement productively
If an executive challenges a finding:- clarify what specifically they disagree with;
- return to the evidence;
- distinguish fact from interpretation;
- capture what additional validation is needed;
- avoid becoming defensive.

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