AI Templates & Checklists
Practical tools we actually use on client engagements. Download them, use them, skip the guesswork.
AI Vendor Evaluation Checklist
30+ criteria across technical capability, pricing transparency, support, and integration readiness. The same checklist we use on every vendor selection we run.
AI Project Brief Template
The exact brief format we use to scope AI projects. Covers business objective, success metrics, data requirements, constraints, and timeline.
AI ROI Calculator Spreadsheet
Plug in your numbers and get a realistic ROI projection. Accounts for implementation costs, ongoing maintenance, ramp-up period, and productivity gains.
AI Readiness Workshop Agenda
A half-day workshop format to align your leadership team on AI priorities. Includes facilitation notes, discussion prompts, and a decision framework.
Need help choosing the right AI approach?
These templates are a starting point. Book a call and we'll help you fill them in.
Schedule a Diagnostic CallAbout these templates
AI projects fail more often from poor planning than from bad algorithms. These templates give you the same frameworks we use with clients to structure AI initiatives from the start. Each one covers a specific phase of the AI implementation process.
The collection includes a vendor evaluation checklist for structured comparison of AI platforms, a project brief template for defining scope and success criteria before development begins, an ROI calculator for building a business case with realistic assumptions, and a workshop agenda for running an internal AI opportunity assessment session. All four are built for teams that want to move fast without skipping the work that keeps projects from going sideways.