Resources
Practical guides, free to use
The same checklists and templates we use on real engagements — turned into fillable, no-fluff workbooks you can apply this week. Grab any of them below.
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Workbooks for practical decisions
Use them to score your readiness, shape and rank a Discovery shortlist, and give your team a policy they can sign on day one.
The SME AI Risk & Objection Playbook
The boardroom pack that unfreezes a stalled AI decision — the five objections a cautious board raises, answered honestly; the vendor claims to read the small print on; a risk-tiering matrix for local-vs-cloud; a five-question DPIA-lite; and a 90-day plan.
- The 5 board objections, each answered with a control
- A risk-tiering matrix: what stays local vs cloud
- A DPIA-lite plus a 90-day secure-enablement plan
The SME AI Readiness Checklist
The 30-point scored workbook we use before any engagement — six readiness areas with employer tips, a scorecard with bands, and a 30/60/90-day action planner.
- Six scored areas with 30 honest yes/no checks
- Score bands that tell you the sensible first move
- A fill-in scorecard and 30/60/90-day action plan
AI Discovery Scope Matrix
How to size an AI Discovery: a value-vs-effort grid with real SME examples, 1–5 scoring rubrics, a shortlist worksheet, an ROI quick-check and a week-by-week timeline.
- Scoring rubrics plus a use-case shortlist worksheet
- A quick ROI check and ready-to-build checklist
- Red flags, RACI and a typical Discovery timeline
AI Usage Policy — Starter Template
A plain-English policy pack your team will actually follow — approved-tools register, data classification guide, incident steps, a UK GDPR checklist and an employee sign-off page.
- Fill-in policy with an approved-tools register
- Data classification, incident steps and GDPR checklist
- Employee sign-off page, ready for your induction pack
Fleet Efficiency Pack
What we found auditing our own agent fleet after hitting three provider limits in a day: where the spend goes, how to measure it on your own stack instead of trusting a dashboard, and the five changes that made the difference. Every figure dated; the one still being verified says so.
- Five sources of waste, ranked by what they actually cost
- A capture-proxy method to measure your own requests, using no quota
- Why raw token counts overstate the saving — and what the real win is
Not sure where you stand?
The free AI Readiness Assessment scores you 0–100 in three minutes and recommends the next step. No signup to start.