Tools and resources
Assessments, calculators, templates and playbooks for AI and transformation decisions. Free, no sign-up, with the method and limits written on every one.
9 resources
Standards for every resource
Useful on its own, clear about its limits.
Method shown
Every score and formula is explained on the page.
No gate
Results and downloads come without an email address.
Versioned
Each file carries a version and a date.
Not an audit
Self-assessments guide a conversation. They certify nothing.
Choosing a resource
Template, checklist, register, framework or playbook: what is each for?
A template is a document with the structure and the prompts already in place. The AI Governance Policy Starter Template is a PDF form in which you write your own wording in place of the brackets and strike what does not apply.
A checklist serves a review. You tick statements against what is true today, and the unticked ones become the agenda. A register or scorecard is a working sheet that calculates: the AI Risk Register scores risks and shows what is open, and the Build-vs-Buy Business Case Spreadsheet compares the routes over time. These open in any spreadsheet application and send nothing anywhere.
A framework gives an argument its shape, as the Product Discovery Canvas does for a product idea, with the riskiest assumption and the cheapest test beside it. A playbook takes one piece of work through its steps; the AI-to-Production Readiness Playbook carries a pilot to go-live, with a checklist and a record at each step.
Which one should you open first?
People tend to arrive with a situation, not a document type. The table starts from the situation.
| Your situation | Start with | Then |
|---|---|---|
| A sponsor asks whether the organization can fund AI beyond a pilot | The Enterprise AI Readiness Checklist | The Enterprise AI Readiness Assessment among the tools |
| Competing AI ideas and one budget | The AI Use-Case Prioritization Matrix | Enterprise AI Investment Decision Brief for the winner |
| A vendor shortlist needs comparing | AI Vendor Evaluation Scorecard, with the weights set first | Proof-of-Concept Evaluation Scorecard for the trial |
| A pilot worked and has no route to production | The AI-to-Production Readiness Playbook | The AI-to-Production Readiness Assessment, for that one pilot |
| No written rules for AI yet | The AI Governance Policy Starter Template | The AI Risk Register |
| Buyers research suppliers through assistants | The AI Search Visibility Checklist, asked on a given date | The AI Search Visibility Assessment for a scored first read |
| Systems you suspect are fragile | The Technology Architecture Review Checklist, answered with the team | The Technical Debt Register |
Using a file in a meeting
- 01
Give each section to the person who knows the answer.
Operations takes the process questions, the security lead the access ones, finance the cost lines.
- 02
Fill it in alone before the meeting.
People who complete their part separately are not steered by the loudest voice.
- 03
Spend the meeting on the disagreements.
Where people scored the same line differently, that is the finding.
- 04
Write an owner and a date beside every open line.
The version and date on the file let you see next quarter what moved.
When a file is not enough
A file records a view; it does not form one. If scoring shows that ownership or data is weak, the next step is work with the people who hold them, and AI Consulting is the service for that. The free tools do a similar job in your browser, and the research reports explain the reasoning behind their questions.
What do readers ask before they download a resource?
Which free resource should I open first for my situation?
If a sponsor asks whether the organization can fund AI beyond a pilot, open the Enterprise AI Readiness Checklist. For competing ideas and a limited budget, use the AI Use-Case Prioritization Matrix. With no written rules for AI, begin with the AI Governance Policy Starter Template.
What is the difference between a checklist, a template and a playbook?
A template has its structure and prompts in place, ready to rewrite in your own words. A checklist serves a review, and the unticked statements become the agenda. A playbook takes a piece of work through its steps, with a checklist and a record at each step.
What happens to my information when I use a resource?
Nothing is gated. Downloads come without an email address, and registers and spreadsheets open in any spreadsheet application and send nothing anywhere. Each file carries a version and a date, so you can see later what changed between copies.
How do I use a file in a meeting so it produces decisions?
Give each section to the person who knows the answer, and have people fill it in alone first. Spend the meeting on the lines scored differently, since those are the finding, and write an owner and a date beside every open line.
Not sure which file fits your situation?
Describe the decision in front of you and we will say which file helps, or whether a conversation would serve you better.