These are the working documents I use when a leadership team has an AI decision to make. Each one is a PDF you can print, fill in and argue over in a meeting. They are free, and each is built on arguments I have made in public on this blog, so you can check the reasoning.
Free resources
Working documents for leaders making AI decisions: a readiness assessment, a use case prioritization matrix, an agent governance framework and a vendor checklist.
AI Readiness Assessment
Twenty-five questions that tell you whether one specific AI use case is ready to fund, across the business case, checking, data, ownership and risk.
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AI Use Case Prioritization Matrix
Score up to eight candidate AI use cases on the criteria that decide whether AI pays off, then write a one-page business case for the winner.
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AI Agent Governance Framework
A fill-in template for governing AI agents: an agent register, autonomy tiers, a blast-radius worksheet, a deployment checklist and audit log requirements.
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AI Vendor Evaluation Checklist
Questions to send an AI vendor before the demo, with what a good answer sounds like, a scoring sheet for three vendors, red flags and contract terms.
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Implementing AI Agents in Your Company
A practical, hype-free playbook for the managers and operators who have to turn AI agents into real business outcomes. Read it free, no signup.
Read the book