Resources · 30
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.
The AI Moat Diagnostic
Score your organization's defensible AI advantages across data, workflow, talent, and culture. Identifies where you compound versus where you only catch up.
AI ROI Calculator
A 3-year ROI model for an AI initiative with cost inputs, benefit quantification, NPV, IRR, payback, and a sensitivity sheet. Over 100 live formulas.
Pre-Automation Process Optimization Guide
90-Day AI Pilot Program Blueprint
A week-by-week blueprint for running an AI pilot that reaches a real go/no-go decision in 90 days.
AI Vendor Comparison Matrix
Twenty-five criteria across five dimensions, weighted scoring, auto-computed best-vendor recommendation. Drop in three vendors, weight what matters, see who wins.
Build / Buy / Wire Decision Tree
A structured decision framework for AI capability sourcing. Five binary questions land each capability in one of three categories: build internally, buy from a vendor, or wire via open standards.
Enterprise AI Vendor Evaluation Scorecard Template
A scorecard for comparing enterprise AI vendors on the criteria that actually predict success, not the demo.
Agentic AI Board Briefing Deck
A fifteen-slide board-ready briefing on agentic AI strategy, risk, and governance. Includes the questions the board should ask management.
Board AI Update Template
Quarterly board reporting template: initiative tracker, KPI dashboard, risk register, narrative slot. Built so the AI section of a board deck takes thirty minutes to assemble, not three days.
AI Acceptable Use Policy
An employee-facing policy template written in plain English. Lists approved tools, prohibited inputs, disclosure rules, and what to do when something goes wrong.
AI Governance Charter
Template for an enterprise AI governance committee: scope, membership, severity tiers (P1–P4), escalation chain, and review cadence.
AI Incident Response Playbook
What to do in the first hour of an AI failure. Roles, three scenarios (data leak, runaway agent, regulatory complaint), evidence preservation checklist, and a notification chain.
AI Leadership Style Quiz
A short self-assessment that maps how you lead through AI change, and where your instincts help or hinder.
AI Literacy Workshop Deck
A complete twenty-slide half-day workshop for non-technical leaders. Includes two exercises, facilitator notes, and an action plan worksheet.
AI Project Portfolio Tracker
Track every AI initiative in one place: status, ROI, risk, resource allocation, milestones. With status counts and budget rollups computed automatically.
Data Privacy Compliance for AI Systems
A practical checklist for keeping AI systems on the right side of privacy and compliance obligations.
The Data Readiness Audit
A five-dimension audit of your data infrastructure's readiness for agentic AI: accessibility, quality, lineage, permissions, freshness. Scored out of 40 with a 75% threshold.
The Hidden Work Assessment
A diagnostic for surfacing the workarounds and undocumented effort that quietly keep your operations running.
AI Metrics Dashboard
An operational dashboard tracking performance, cost, quality, and business impact across your AI portfolio. Four-week trend formulas, target-status indicators, weekly log.
The Tacit Knowledge Audit Framework
A framework for finding the know-how locked in people's heads before you try to automate it or hand it to AI.
Agent Job Description Template
Define an AI agent's role with the same rigor you'd apply to a human hire: identity, purpose, scope, tools, success criteria, escalation paths, sunset criteria.
Human-in-the-Loop Decision Matrix Template
A template for deciding which AI decisions need a human in the loop, and which can safely run on their own.
7 Agentic AI Governance Principles for Enterprise Leaders
A board-ready set of seven principles for governing agentic AI: what to mandate before autonomous systems touch real decisions.
Post-RPA Modernization Roadmap
A structured roadmap template for migrating from legacy RPA to modern agentic AI. Phases, dependencies, owners, success criteria.
RPA Bot Inventory & Evaluation
Inventory every RPA bot you have, score its modernization priority with a weighted formula, and surface IF-based recommendations: keep, refactor, replace with an agent.
Process Automation Opportunity Scanner
A worksheet for spotting which processes are genuinely worth automating, and which will 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 over the next twelve months, plus how to brief them.
Enterprise AI Execution Readiness Checklist
Moving Beyond Conversational AI to Business Action
Prompt Engineering Library
Ten production-ready prompt templates with metadata, quality ratings, version history, and library health metrics. A starter kit for teams formalizing prompt management.
Human AI Collaboration Playbook
A playbook for dividing work between people and AI: where to delegate, where to verify, where to keep humans in charge.