← Back to the bonus vault

Chapter 24 · companion worksheet

Build the team or borrow it

The most expensive AI hiring mistake is treating org design as a hiring problem instead of a function problem. Three functions have to happen — direct, redesign, build — and the question for each is whether you build it internally or borrow it. Score each factor below, then read the band.

The three functions

Before you score anything, confirm which function you're actually trying to fill. Conflating them into a single hire is the error.

Function What it means The wrong version of it
Direction (vCAIO) Decide which bet goes first, what the firm won't do, and what gets killed when it isn't working A $300K Head of AI who writes strategy decks but has no authority to change how a workflow runs
Redesign (operations leader) Take a broken workflow apart and rebuild it around what AI can now do — with real authority to change the work A technologist without an operational mandate, or a strategy deck nobody implements
Build (AI Engineer) Wire the model to your systems, build the tools it calls, set up evals, handle exception paths Hiring an ML Engineer (builds/trains models from data) when you need an AI Engineer (builds with existing models via APIs)

Which function are you evaluating right now? ☐ Direction (vCAIO)   ☐ Redesign   ☐ Build (AI Engineer)

Scored criteria — rate each factor 1 (low) to 3 (high)

Factor Guidance Score (1–3)
Volume of AI decisions 1 = a handful of bounded projects; 3 = continuous backlog, agents proliferating
Stakes of a wrong call 1 = low-cost to correct; 3 = a bad decision costs a client, a lawsuit, or significant revenue
Ability to keep the role busy 1 = a few days a month of real work; 3 = full-time work with clear growth path
Bench depth (not a single point of failure) 1 = hiring one person into isolation; 3 = hiring into a team of peers
Speed to production matters 1 = can wait for the right hire; 3 = need to be in production this quarter
Long-term internal capability goal 1 = fine to rent this forever; 3 = must own this function as a strategic asset
Authority to redesign work (for the redesign function only) 1 = no internal candidate has the operational mandate; 3 = clear internal owner with real authority over the workflow

Total score: _______ / 21

Recommendation bands

Score Indication Typical right move
15–21 High volume, high stakes, real bench — building in-house is justified Hire, but hire into a function (not into isolation). Define the role precisely before writing a job description.
9–14 Mixed signals — some factors favor building, others favor borrowing Borrow to start; set a 6-month milestone to re-score. Use the partner period to learn what you actually need before hiring.
7–8 Not enough volume, stakes, or bench — full-time hire is premature Borrow the function. For Direction: fractional vCAIO. For Build: implementation partner. For Redesign: own the authority internally, borrow facilitation if needed.

Hard rules from the chapter

Want a second set of eyes on this in your firm? The no-sell promise applies — if it isn't a fit, I'll tell you in the first ten minutes.

Book a 30-Minute Call →