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