Working documents

Tools that make the first move easier.

Practical documents for the conversations, decisions, and handoffs that shape an AI product before the build begins.

Plan with purpose

Useful enough to put to work today.

Each resource is designed to get a team closer to a clear decision, not to add another framework to the pile.

WORKSHEET

AI use-case prioritizer

Compare opportunities by value, feasibility, risk, and the evidence needed before committing.

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TEMPLATE

AI project brief

Frame users, workflow, desired outcome, constraints, measures, and the first release.

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MATRIX

Vendor evaluation matrix

Assess platforms and providers on capability, security, cost, operating fit, and exit options.

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CHECKLIST

AI governance starter

Identify decisions, controls, review paths, monitoring, and ownership for a new AI capability.

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CANVAS

Workflow discovery canvas

Map the people, information, decisions, and bottlenecks that define a high-value workflow.

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GUIDE

AI measurement guide

Choose leading and lagging signals that show whether a product is valuable, trusted, and improving.

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Need a sounding board?

Bring the document and the difficult question.

We can help translate a planning artifact into a realistic first release.