Q2-1

v1·full day·Health Plans & Payers·Healthcare

Domain 1 of 10

AI Strategy & Investment Governance

StrategicThread T1

How is your AI investment strategy connected to your clinical quality priorities and financial performance targets, and who owns that linkage at the enterprise level?

Is there a board-approved enterprise AI strategic plan with explicit linkage to clinical quality and financial targets?

Who owns AI strategy as named enterprise accountability?

Does a governance committee with C-suite + clinical leadership + legal/compliance review AI investment portfolio quarterly?

Is an AI annual impact report published externally (public transparency disclosure)?

OperationalThread T2

Walk me through how your clinical governance committee or AI review board evaluates a new AI tool before clinical deployment. What is the process from vendor selection to go-live authorization?

Is there a formal AI-tool governance process covering vendor evidence, FDA SaMD status, HIPAA BAA, EHR integration, and clinical champion sign-off?

Is a current AI model inventory maintained (tool name, version, FDA status, clinical owner, last performance review)?

Does every clinical AI tool have a completed FDA SaMD classification assessment?

Does vendor AI performance SLA include contractual monitoring and remediation?

TechnicalThread T3

Describe the architecture of your AI model inventory. How do you track versions, clinical owners, performance baselines, FDA status, and drift alerts across all deployed AI tools in a single system of record?

Is there a centralized model registry (MLflow, Azure ML, SageMaker, or equivalent) tracking all deployed clinical AI tools?

Are model cards published internally for top-risk deployed AI tools?

Are drift detection alert thresholds defined (e.g., AUC degradation >5%, sensitivity drop >3%)?

Does the registry receive automated performance telemetry from production EHR/data infrastructure?

Interview memo

Headline themes · CIO quips · standout revelations — woven into the final narrative

Interview dateLocation / format

Executive memo

Three or four lines: dominant themes, standout quotes, surprising revelations. This gets woven into the dashboard narrative.

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Strategy

Consultant Context

AI Strategy & Investment Governance

StrategicThread 1 of 3

Segment calibration

Strategy must address CMS disclosure requirements for Medicare Advantage coverage AI. Ask how the plan tracks AI ROI against MLR and admin cost ratio.

Industry benchmark

72% of large health systems (500+ beds) have a documented enterprise AI strategy in 2025, up from 41% in 2023 (AHA AI Survey, 2025). Only 34% of community hospitals have a named C-suite AI executive (Definitive Healthcare AI Adoption Survey, 2025). Among health plans, 68% have an AI governance committee but only 29% have CFO-visible AI ROI attribution (AHIP, 2025).

Probing questions

Pull up the most recent board slide on AI. What quality metric did it lead with?
Who is accountable if the enterprise AI portfolio misses its clinical quality target this year?
How does your AI plan connect to readmission rates, HCAHPS, HEDIS, or STAR ratings (whichever applies)?

Evidence to request

Board-approved AI strategic plan with clinical quality + financial linkage
Named enterprise AI owner with scope, authority, reporting line to CEO
AI governance committee charter with C-suite + clinical membership + cadence
AI investment portfolio scorecard reviewed at C-suite
CFO/CMO co-presentation to Board on AI value attribution
Public AI annual impact report