Resources · 36
Tools you can use
on Monday.
Free downloadable templates, scorecards, and frameworks — built for operators rather than analysts. Use them, fork them, mark them up.
Agent Evaluation Suite
A ready-made test suite for an agent headed to production: sixteen weighted test cases, scored for you automatically.
Vendor RFP Template for Agentic Software
Twenty-five RFP questions written specifically for agentic AI vendors, not recycled from a generic SaaS template.
Pilot-to-Production Graduation Rubric
Six criteria an AI pilot has to clear before it scales, covering reliability, cost, latency, auditability, and a tested off-ramp. All six, not five of six.
Agentic AI Onboarding Plan
A ninety-day plan for bringing a new AI agent into production, with weekly milestones, an oversight cadence, and clear triggers for expanding its scope.
The Agentic Readiness Scorecard
A 12-question self-assessment that scores your readiness to deploy AI agents, and tells you whether to scale, pilot, explore, or wait.
The Seven-Context Checklist
Twenty-one questions that pressure-test whether an agent has what it needs to do its job, paired with the essay 'From copilots to coworkers.'
The AI Moat Diagnostic
Scores your defensible AI advantages across data, workflow, talent, and culture, and shows where you're compounding versus just keeping pace.
AI ROI Calculator
A 3-year ROI model for an AI initiative: enter your costs and expected benefits, and it computes NPV, IRR, payback, and a sensitivity range for you.
Pre-Automation Process Optimization Guide
A worksheet for tightening up a process before you automate it, so you're not locking today's workarounds into tomorrow's AI system.
90-Day AI Pilot Program Blueprint
A week-by-week plan for running an AI pilot that actually reaches a go or no-go decision within 90 days.
AI Vendor Comparison Matrix
Compares AI vendors on twenty-five weighted criteria across five dimensions. Drop in your finalists, weight what matters most, and see who wins.
Build / Buy / Wire Decision Tree
A decision tree for AI capability sourcing: five yes/no questions that tell you whether to build it, buy it, or wire it from open standards.
Enterprise AI Vendor Evaluation Scorecard Template
A scorecard for comparing enterprise AI vendors on what actually predicts success, not how good the demo looks.
Agentic AI Board Briefing Deck
A fifteen-slide briefing for the board on agentic AI strategy, risk, and governance, including the questions directors should be asking management.
Board AI Update Template
A quarterly board-reporting template for AI initiatives, built so that section of the deck takes thirty minutes to assemble instead of three days.
AI Acceptable Use Policy
A plain-English AI use policy you can hand to employees: which tools are approved, what not to type into them, and what to do if something goes wrong.
AI Governance Charter
A starter charter for an AI governance committee: who's on it, how incidents get triaged by severity, and how often it meets.
AI Incident Response Playbook
What to do in the first hour of an AI failure, walked through three real scenarios: who's responsible, how to preserve evidence, and who needs to be told.
AI Leadership Style Quiz
A short self-assessment that shows how you lead through AI change, and where your instincts help or get in the way.
AI Literacy Workshop Deck
A ready-to-run half-day workshop for non-technical leaders: twenty slides, two hands-on exercises, facilitator notes, and an action-plan worksheet.
AI Project Portfolio Tracker
Tracks every AI initiative in one place (status, ROI, risk, milestones), with the status counts and budget rollups computed for you automatically.
Data Privacy Compliance for AI Systems
A practical checklist for keeping your AI systems on the right side of privacy and compliance rules.
The Data Readiness Audit
Scores whether your data is actually ready for agentic AI, across accessibility, quality, lineage, permissions, and freshness, out of 40 points.
The Hidden Work Assessment
A diagnostic for surfacing the workarounds and off-the-books effort that quietly keep your operations running.
AI Metrics Dashboard
A dashboard for tracking your AI portfolio's performance, cost, quality, and business impact week to week, with trends and targets computed for you.
The Tacit Knowledge Audit Framework
A framework for finding the know-how that's locked in people's heads, before you try to automate it or hand it to AI.
Agent Job Description Template
Write an AI agent's job description with the same rigor as a human hire: what it's for, what it can touch, how success is measured, and when to retire it.
Human-in-the-Loop Decision Matrix Template
A template for deciding which AI decisions need a human checking them, and which are safe to let run on their own.
7 Agentic AI Governance Principles for Enterprise Leaders
Seven principles for governing agentic AI, written for the boardroom: what to require before autonomous systems get to make real decisions.
Post-RPA Modernization Roadmap
A roadmap template for migrating from legacy RPA to agentic AI, with the phases, dependencies, owners, and success criteria already laid out.
RPA Bot Inventory & Evaluation
Inventory every RPA bot you have, score each one's modernization priority, and get a clear call: keep it, refactor it, or replace it with an agent.
Process Automation Opportunity Scanner
A worksheet for spotting which processes are genuinely worth automating, and which ones will just waste the effort.
What Your Board Wants from AI in the Next 12 Months
A checklist of what directors actually want to hear about AI in the next twelve months, and how to brief them well.
Enterprise AI Execution Readiness Checklist
A checklist for whether your organization is ready to let AI move from answering questions to actually executing business actions.
Prompt Engineering Library
Ten production-ready prompt templates with quality ratings and version history built in, a starter kit for teams ready to manage prompts like real assets.
Human AI Collaboration Playbook
A playbook for splitting work between people and AI: what to delegate, what to double-check, and what humans should always own.