AU0009 – AI Strategy and Opportunity – Complete Resource Pack
AI Strategy and Opportunity — version 1.0
# AI Strategy and Opportunity – Complete Level 5 Delivery Resource Pack
**Apprenticeship Unit AU0009 | Version 1.0 | 30 Hours**
A complete, structured teaching resource pack to support training providers delivering the Skills England Level 5 AI Strategy and Opportunity apprenticeship unit.
The programme is organised into **10 interactive, three-hour teaching blocks**, helping learners understand AI opportunities, evaluate organisational readiness, develop responsible strategies and make evidence-led leadership decisions.
**The pack includes:**
- 10 tutor masterclass presentations and detailed delivery notes.
- 10 learner-facing PDF presentations.
- A comprehensive learner workbook and AI Strategy Builder activities.
- Progressive Northstar Group case studies and interactive decision-making exercises.
- Five formative knowledge checks, each with alternative A/B papers and tutor marking guidance.
- Draft final skills assessments (Versions A and B) with restricted assessor guides.
- Programme blueprint, curriculum and assessment mapping, delivery records and quality assurance documents.
- Printable facilitation cards and learner evaluation resources.
**Curriculum coverage:** Knowledge K1–K7 and Skills S1–S6.
Designed for flexible classroom or remote delivery, with a strong emphasis on learner participation, practical workplace application and realistic organisational decision-making.
**Assessment note:** Formal skills-assessment materials are supplied as design drafts. Providers must complete the required independent validation, employer agreement and approval processes before live assessment use.
10 teaching blocks (modules)68 downloadable resourcesDigital, Business and administration
This three-hour teaching block introduces AI strategy from an organisational leadership perspective. Learners explore business goals, current AI adoption, organisational readiness and opportunities for improvement.
Through practical activities and the Northstar Group case study, learners identify real organisational challenges and consider whether AI or automation could provide appropriate solutions.
Learners begin Strategy Builder A: Context and Readiness, recording organisational priorities, pain points, data and process readiness, and relevant constraints.
Knowledge: K1, K2, K3
Skills: S1
Learning outcomes: LO1, LO2
This three-hour teaching block develops learners' ability to identify and evaluate organisational opportunities for AI and automation.
Learners explore how to identify business problems, examine existing processes and use qualitative and quantitative evidence to discover opportunities for improvement. They consider potential benefits, feasibility, organisational readiness and the risks associated with AI adoption.
Through practical activities and the Northstar Group case study, learners develop an evidence-based list of potential AI and automation opportunities, ensuring these address genuine organisational needs rather than simply introducing new technology.
Learners complete Strategy Builder B: Opportunity Discovery, documenting opportunities, expected benefits, available evidence and potential constraints.
Knowledge: K2, K5
Skills: S1, S3
Learning outcomes: LO2, LO4
This three-hour teaching block explores the responsibilities of organisational leaders when introducing AI and automation responsibly.
Learners examine ethical considerations, organisational values, information security, workforce implications and the importance of human oversight. They explore how AI adoption can affect employees, workplace culture, trust and organisational reputation.
Through practical activities and the Northstar Group case study, learners identify potential risks and unintended consequences of AI adoption. They consider appropriate safeguards, governance responsibilities and the role of policies in supporting safe and effective implementation.
Learners complete Strategy Builder C: Responsible Adoption, defining organisational risk appetite, workforce considerations, human oversight requirements, information-security boundaries and responsible-use principles.
Knowledge: K1, K2, K3, K7
Skills: S3, S4
Learning outcomes: LO1, LO3, LO4
This three-hour teaching block develops learners' ability to evaluate and prioritise AI and automation opportunities against organisational goals.
Learners explore how to assess potential opportunities using criteria such as business value, feasibility, organisational readiness, implementation costs, risks and strategic alignment. They examine how evidence-based scoring methods and prioritisation frameworks support informed investment decisions.
Through practical activities and the Northstar Group case study, learners compare potential AI initiatives, challenge assumptions and identify which opportunities offer the strongest combination of value and deliverability.
Learners complete Strategy Builder D: Prioritisation, producing a scored shortlist of AI and automation opportunities with clear supporting evidence and recommendations.
Knowledge: K2, K4, K5
Skills: S1, S3
Learning outcomes: LO2, LO4
This three-hour teaching block develops learners' understanding of how to test and evaluate AI and automation solutions before committing to wider organisational implementation.
Learners explore pilot planning, testing methodologies, feasibility assessment, data quality, user testing and the importance of defining measurable success criteria. They consider how to evaluate technical performance, organisational impact, potential risks and unintended consequences.
Through practical activities and the Northstar Group case study, learners design a structured AI pilot, identifying the evidence needed to determine whether a proposed solution is viable, safe and suitable for wider adoption.
Learners complete Strategy Builder E: Pilot and Viability, defining pilot objectives, test data, participating users, success measures, monitoring requirements, failure criteria and clear conditions for proceeding, adjusting or stopping an initiative.
Knowledge: K4, K5, K6, K7
Skills: S1, S3
Learning outcomes: LO4, LO6
This three-hour teaching block develops learners' ability to establish a clear strategic direction for AI adoption that aligns with organisational goals, values and priorities.
Learners explore how to develop an AI vision, define strategic objectives and establish principles for responsible implementation. They consider governance arrangements, information security, organisational risk appetite, workforce development and the importance of securing leadership support.
Through practical activities and the Northstar Group case study, learners develop a coherent AI strategy that balances innovation and business value with responsible adoption, organisational readiness and appropriate safeguards.
Learners complete Strategy Builder F: Strategic Direction, defining an AI vision, strategic objectives, guiding principles, governance expectations and a practical roadmap for implementation.
Knowledge: K3, K4, K7
Skills: S2, S4
Learning outcomes: LO3
This three-hour teaching block develops learners' ability to construct a compelling, evidence-based business case for AI and automation investment.
Learners explore how to evaluate expected benefits, implementation costs, return on investment, operational risks and long-term sustainability. They consider supplier selection, acquisition decisions, organisational readiness and the importance of aligning investment recommendations with strategic priorities.
Through practical activities and the Northstar Group case study, learners assess competing AI investment opportunities, challenge assumptions about costs and benefits, and develop recommendations supported by credible evidence.
Learners complete Strategy Builder G: Business Case and Acquisition, documenting expected benefits, financial and operational considerations, supplier evaluation, risks, sustainability and a justified investment recommendation.
Knowledge: K2, K3, K4, K5
Skills: S1, S3, S5
Learning outcomes: LO1, LO4, LO6
This three-hour teaching block explores how leaders can build stakeholder engagement, trust and organisational support for AI adoption.
Learners examine the importance of effective communication, stakeholder analysis, workforce development and managing resistance to change. They consider how AI initiatives may affect different groups, including employees, managers, customers and non-technical stakeholders.
Through practical activities and the Northstar Group case study, learners identify stakeholder concerns, explore potential objections and develop appropriate engagement strategies. They practise communicating the benefits, risks and implications of AI adoption in clear, accessible language.
Learners complete Strategy Builder H: Stakeholders and Workforce, producing a stakeholder map, engagement and communication plan, workforce development considerations and practical actions to support responsible AI adoption.
Knowledge: K3, K4, K7
Skills: S2, S3
Learning outcomes: LO3, LO5
This three-hour teaching block develops learners' ability to plan, monitor and evaluate the implementation of AI and automation initiatives within an organisation.
Learners explore implementation planning, performance measurement, quality assurance, governance responsibilities and continuous improvement. They consider how to establish meaningful key performance indicators (KPIs), evaluate actual outcomes against expected benefits and identify when an initiative needs to be adjusted or stopped.
The block also examines emerging AI technologies, changing supplier capabilities and the importance of horizon scanning. Learners investigate how organisations can monitor technological developments and respond to opportunities, risks and changing business requirements.
Through practical activities and the Northstar Group case study, learners develop an implementation and monitoring approach that supports accountable, evidence-based decision-making.
Learners complete Strategy Builder I: Implementation and Monitoring, defining responsibilities, KPIs, quality controls, review points, change triggers and horizon-scanning activities.
Knowledge: K4, K5, K6
Skills: S1, S3, S5, S6
Learning outcomes: LO6
This three-hour teaching block brings together the knowledge and skills developed throughout the apprenticeship unit, enabling learners to evaluate, challenge and refine a comprehensive organisational AI strategy.
Learners revisit opportunity identification, responsible AI adoption, strategic planning, investment decisions, stakeholder engagement, implementation and performance evaluation. They examine how organisational leaders can balance innovation, business value, feasibility, risks and workforce considerations when making strategic decisions.
Through practical activities and the Northstar Group case study, learners respond to challenging scenarios, evaluate competing priorities, identify weaknesses in proposed AI initiatives and defend their recommendations using evidence.
Learners complete Strategy Builder J: Board-Ready Strategy Summary, producing a concise strategic recommendation that connects organisational objectives, AI opportunities, expected benefits, investment requirements, governance arrangements, workforce implications and implementation priorities.
The block also consolidates learning in preparation for the separate Final AI Strategy Challenge, which assesses the unit's Knowledge and Skills requirements.
Knowledge: K1–K7
Skills: S1–S6
Learning outcomes: LO1–LO6
AU0009 · Version 1.0 · AI Strategy and Opportunity – Level 5 Apprenticeship Unit
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Coverage uses explicit mappings on active, downloadable learning resources (slides, assignment tasks, learning content, handouts/workbooks, guided activities, independent study, reflection and stretch/challenge activities) in this pack. Tutor Notes and guidance Resources do not contribute. Curriculum coverage does not represent learner achievement, competence or an EPA outcome.
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AI Strategy and Opportunity – Level 5 Apprenticeship Unit: curriculum coverage from eligible Resource mappings to current exact-Version KSBs.
How to assess the viability of solutions when making acquisition decisions, for example, testing and evaluating solutions, using test data and results, feasibility (time, cost, data quality and process maturity), and user testing.
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B08 · Block 08 – Bring People with You
Block 08 – Tutor Delivery Slides
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