7-lesson course · about 2 hours

Check whether a polished board pack actually supports its conclusion

For CEOs, founders, managing directors, business owners and senior leaders

Everything for CEOs

A focused two-hour course for CEOs and managing directors. Use an AI assistant to trace each key conclusion back to its evidence and see quickly where formatting is standing in for proof.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Trace every conclusion to its evidenceLink each conclusion you are asked to approve, note or act on to the specific figures, documents or statements meant to support it.
Tell a formatted number from a proven oneCheck a figure, chart or table for its source, definition and period label, and whether it measures what the claim says it does.
Rate the sources behind the packJudge each source by how it was produced, how current it is and whether the team proposing the action also produced the evidence.
Flag gaps and leaps of logicSpot untested assumptions, missing costs, missing alternatives and conditions the pack never checks.
Use AI without leaking confidential materialBuild a conclusion-to-evidence map with an AI assistant while keeping board discussions, acquisition plans and employee details within tools your company has approved.
Make a clear callDecide whether to approve, send the pack back with specific questions, or ask a named owner to close the gaps before the decision returns.

How it works

A tutor that meets you where you are

  1. Lessons that adapt to your levelSeven short lessons across two modules. Later lessons are written for your level as you reach them, so you are not slowed down by what you already know or rushed past what you don't.
  2. An AI tutor you can ask anythingType or speak your questions at any point, for example how a check applies to the kind of pack your board sees.
  3. Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help you remember the checks when the next pack lands.
  4. Progress tracking and a certificateSee where you are in the course, pick up where you left off, and receive a certificate of completion when you finish.

Curriculum

The curriculum

The course runs in two modules. First you set up a conclusion-to-evidence map with an AI assistant, using approved tools; then you test the evidence and decide what to approve or send back.

Module 1Set Up the Conclusion-to-Evidence Map3 lessons

  1. 1Read a Pack Conclusion as a Claim
    • Identify the main conclusions a pack asks you to approve, note or act on
    • Rewrite each conclusion as a single plain-language claim
    • List the conditions that would need to be true for each claim to hold
  2. 2Keep Pack Content Within Approved AI Tools
    • Confirm with your IT or security lead whether a specific AI assistant is approved for confidential material
    • Spot the types of pack content that must stay out of unapproved cloud tools
    • Choose a safe way to proceed when the approved tool is unavailable or the content is too sensitive
  3. 3Build the Conclusion-to-Evidence Map with an AI Assistant
    • Write a prompt that asks an AI assistant to map each claim to its supporting evidence in the pack
    • Check the AI's map against the pack using its slide or page references
    • Mark each condition as evidence offered, partly offered or not found in the pack

Module 2Test the Evidence and Decide4 lessons

  1. 4Check Whether a Figure Proves What the Claim Says
    • Check whether each figure has a stated source, definition and period label
    • Spot mismatched periods and competing definitions across slides
    • Explain when a metric does not measure what the claim says it measures
  2. 5Rate the Sources Behind Each Piece of Evidence
    • Rate each source as strong, adequate or weak, with a one-line reason
    • Spot unsourced statements, outdated data and single-source claims
    • Identify evidence produced by the team that benefits from the decision and choose what to cross-check
  3. 6Find Gaps and Leaps of Logic
    • Spot conditions the pack assumes but never tests
    • Identify missing costs and missing alternatives in a recommendation
    • Explain a specific leap of logic between the evidence shown and the conclusion drawn
  4. 7Decide and Send Back Specific Questions
    • Choose between approving, sending back with questions, or assigning a named owner to close gaps
    • Rank gaps by whether closing them could change the decision
    • Write short, specific questions tied to a claim and a slide reference

Who it’s for

Made for you if…

Made for: CEOs, founders, managing directors, business owners and senior leaders

A CEO or managing director who signs off on decisions built by others

You need a fast, repeatable way to see whether the evidence in a pack holds up before you approve it.

A founder or business owner reviewing management packs

You have seen packs that looked convincing but were thin underneath, and want to know exactly what to ask for.

A senior leader new to AI tools

You want a practical way to use an AI assistant on a pack without technical training or putting confidential content at risk.

Questions

Good to know

How long does the course take?

It is designed as a focused two-hour course of seven self-paced lessons.

Do I need experience with AI tools?

No. The course assumes you may have little experience with AI tools. You do need access to an AI assistant your company has approved for confidential material, or be willing to confirm this with your IT or security lead first.

What should I know before starting?

You should have read a board or management pack in the past year and been asked to approve or note its conclusions, and understand the main financial and operating metrics your company reports, such as revenue, margin, cash and customer measures.

How does the course handle confidential pack content?

A full lesson covers confirming which AI assistant is approved, spotting the content that must stay out of unapproved cloud tools, and choosing a safe way to proceed when the approved tool is unavailable or the content is too sensitive.

Will this help me write better board packs?

No. The course is about reviewing packs, not writing or formatting packs and slides, or redesigning metrics and reporting templates.

Is this a financial audit or legal review course?

No. Financial audit, legal, tax and regulatory review are outside its scope. It teaches you to test whether a pack's evidence supports its conclusion and what to send back when it does not.

Does the course recommend which AI product to buy?

No. Choosing, buying or configuring AI products is not covered. You work with the assistant your company has approved.

Get a clear way to test any board pack before you sign off

$47

One payment · lifetime access

  • 7 self-paced lessons in 2 modules, about two hours in total
  • Lessons that adapt to your level as you go
  • An AI tutor you can ask anything, typed or out loud
  • Quizzes and flashcards tied to each lesson
  • Progress tracking
  • Certificate of completion

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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