Skip to content

Small Guides

Short guides, real templates

The working documents from our own engagements, packaged so you can use them without us. Each guide is deliberately short — built to be used, not archived.

First AI Implementation Guide

18 pages

A step-by-step playbook for taking your first AI project from idea to measured result — scoping, baseline measurement, pilot design, and the eight-week review.

  • Project scoping one-pager template
  • Baseline measurement worksheet
  • Pilot success criteria checklist
  • Rollout communication templates
PDF guide + templatesGet the guide

AI Tool Selection Framework

12 pages

The scoring framework we use in client engagements: six evaluation dimensions, weighted scoring sheets, and the vendor questions that separate substance from demo magic.

  • Weighted scoring spreadsheet
  • Six-question vendor interview script
  • Data handling red-flag checklist
  • Year-two cost modeling sheet
PDF guide + spreadsheetGet the guide

AI Readiness Checklist

8 pages

Self-assess your organization across the five readiness dimensions — data, processes, technology, leadership, and governance — before investing in AI.

  • 25-point readiness checklist
  • Scoring rubric per dimension
  • Gap-to-action mapping table
PDF checklistGet the guide

Workflow Mapping Guide

15 pages

How to document a business process well enough that automation decisions become obvious — the interview method, timing techniques, and mapping notation we use ourselves.

  • Process interview question bank
  • Timing and volume capture sheet
  • Current-state mapping template
  • Bottleneck analysis worksheet
PDF guide + templatesGet the guide

Automation Opportunities Worksheet

10 pages

A structured worksheet for inventorying repetitive work across your company and ranking each candidate by impact, complexity, and time to value.

  • Department-by-department inventory sheets
  • Impact vs. complexity scoring matrix
  • Quick-win identification filter
PDF worksheetGet the guide

Guides are free — we send them by email so we can include the editable template files.