Pulkit Garg

My Thesis

I help enterprises turn multi-year ambitions into measurable execution.

Portfolio + Operating Model

Translate top-down targets into a structured portfolio and operating model

Senior Narratives

Build executive narratives that stand up in governance and board settings

Measurable Change Plans

Drive adoption through simple, measurable change and enablement plans

Proof Point

RBC's AI ambition ($700MM - $1BN by 2027) and CEO-sponsored AI Group model — public references available.

What I'm Known For

Three pillars that define my practice

01

AI-to-Value Strategy

Use Cases
Prioritization
Delivery
Adoption

02

Board / Committee Narrative

Decisions
Oversight
Risk / Controls Language

03

Culture + Skills Enablement

Blueprints
Training
Readiness Measures

Case Studies

Proven impact at enterprise scale

Case Study 1

Designing an AI-to-Value Engine That Scales

The Problem

AI ambition is easy; scaling adoption + value capture is hard.

My Role

Part of the core strategy team that helped define what RBC's publicly announced $700MM - $1BN AI value target looks like in practice. Contributed to shaping the strategy that led to the formation of a dedicated AI Group reporting directly to the CEO, supporting the transition of AI from experimentation to enterprise-scale execution across 100,000+ employees in 29 countries.

$700MM - $1BN Net new enterprise AI value target by 2027

1,200+ Patent applications filed since 2019 (635 AI-related)

Solution: AI Portfolio Operating System (AI-POS)

Lane 1

Quick Wins

High-value, low-effort use cases deployed in 30-90 days

Lane 2

Platform Bets

Cross-functional capabilities that compound over 6-12 months

Lane 3

Frontier R&D

Exploratory AI capabilities with high strategic upside

AI Programs Anchored To

Hyper-personalization Fraud detection & prevention Productivity & automation Training & workforce enablement

Public References

RBC forms new AI unit targeting CAD $1 billion by 2027 CFOtech Q4 2025 Strategic Update: Investor Day RBC Investor Relations

Case Study 2

Building an Enterprise Narrative Executives Can Repeat

The Framework

Strategy = 5-7 enterprise priorities with clear outcomes. Each priority maps to a measurable KPI, 3 linked initiatives, and clear ownership + timeline.

My Role

Built the executive narratives and board-ready materials that translate enterprise strategy into repeatable storylines for the CIO, CHRO, and senior leadership. Shaped the content and framing used in strategy updates, investor communications, and governance forums.

Board-Ready Deliverables

1-Page Executive Brief

Goal, what changes, KPIs, decisions needed. Readable in 2 minutes.

"So What" Storyline Slides

One message per slide. What happened? Why does it matter? What do we do next?

Decision Log + Trade-Off Framing

Structured record of what was decided, traded off, and why.

Public Reference

Enterprise priorities and AI value framing in RBC Strategic Update RBC Investor Relations

Case Study 3

Board Governance & Human Resources Committee

The Focus

High-profile board administration and governance work, ensuring leadership materials, committee processes, and reporting flows operate at the standard required for board-level oversight.

My Role

Closely involved in the governance operations for RBC's Human Resources Committee (HRC) and broader board administration. Coordinating materials with senior leaders, ensuring everything flows on schedule, and supporting the end-to-end process for committee reporting to the board. This includes oversight areas like compensation risk, cross-committee coordination (e.g., HRC + Risk Committee), and alignment with the Audit and Governance committees.

Committee Material Coordination

Coordinating and preparing materials for HRC review with senior leaders across multiple stakeholder groups

Board Reporting Flow

Ensuring committee reporting is structured to flow directly to board with consistent framing and escalation pathways

Cross-Committee Coordination

Supporting joint discussions across HRC, Risk, Audit, and Governance committees with aligned scope and accountability

Public References

Corporate Governance RBC Management Proxy Circular 2025 (HRC on Page 48) RBC Investor Relations

Case Study 4

Culture, Vision & Workforce Readiness

The Insight

Strategy initiatives fail when skills + enablement lag behind ambition.

My Role

Member of the core culture working group shaping RBC's vision, values, and workforce readiness strategy. Contributed to the blueprints that guide how 100,000+ employees develop skills, adopt new ways of working, and connect to the enterprise's strategic direction. This work underpins the public-facing commitments around skills development and inclusive opportunity.

Readiness Scorecard

Training Completion

5,584 employees upskilled through programs like Leap; 3M+ collective learning hours

Internal Mobility

72% of positions filled by internal candidates in 2024

Capability Lift

Pre/post skill assessments + manager ratings across AI tool adoption

Public Reference

Our Impact RBC

Experience Highlights

Multi-disciplinary track record

Corporate Strategy

Board strategy development for the Group Executive (CIO, CHRO & CMO). Strategy workshops, SLT forums & OC offsites.

Research & Innovation

10+ thought leadership publications on tech and banking trends. Competitive intel analysis, external benchmarking & innovation roadshows.

Chief of Staff

Supporting SVPs in defining key goals, priorities and integrated roadmaps. Town halls and comms events for ~600 employees.

Awards

RBC Conference / Cruise Award (top <1% of 98k+ employees globally). Digital Quarterly Performance Award (top 5%).

My Toolkit

What I bring on day one

01

Enterprise Value Tree + KPI Cascade

Top-down value decomposition linking strategy to measurable outcomes

02

Portfolio Prioritization Matrix

Value, risk, feasibility, and time-to-impact scoring framework

03

Executive Storyline (SCQA)

Situation-Complication-Question-Answer narrative structure

04

Governance-Ready 1-Pagers

Formatted for committee review with clear asks and accountability

05

Adoption Dashboard

Behavioural + operational KPIs tracking real usage and value capture

90-Day Impact Plan

How I'd help you in 90 days

Days 1-30

Diagnose & Align

Stakeholder interviews + landscape scan
Align on 3 priority outcomes
Identify quick wins + blockers

Days 31-60

Build & Structure

Portfolio map + execution plan
Executive narrative drafts
Governance alignment

Days 61-90

Launch & Measure

Pilot launches + adoption KPIs
Exec comms cadence established
Readiness scorecard live

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