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Chapter 4 · companion worksheet

Find your reading path

This book has 37 chapters. You don't need all of them first. Find your role below, then follow the path — the other chapters will be there when you need them. Everyone reads Part I (Chapters 1–3) first; it is short and is the argument the rest of the book rests on.

Find your role

Read each description and check the one that fits. If none fit, see the note at the bottom.

My role is: ______

Role-based reading paths

Role Where you start The chapters for you
Ops Leader Part I (Chapters 1–3), then Chapter 7 (Assess) Part I → Chapter 7 (Assess) → Chapter 25 (Change Management) → your vertical in Part VII → Chapter 37
Tech-Pressured Executive (CEO/no-CTO) Chapter 5, then Chapter 37 Chapter 5 → Chapter 6 (Operating Stack) → Chapter 37 (First 90 Days) → Appendix A (board slides); Chapter 24 on who to hire; Chapter 17 on when expensive models earn their cost
Technical Leader Part IV (Chapters 11–17), then Chapter 36 Part IV → Part V (Chapters 18–20, governance) → Chapter 36 (If You Lead IT)
Knowledge Work Leader Chapter 35, then your vertical in Part VII Part I → Chapter 35 (If You Run a Function) → your vertical in Part VII → Chapter 21 (workflow redesign) → Part V for compliance
Peer or Referral Source Part I, then Chapter 5 Part I → Chapter 5 → Appendix G (How to Work With a vCAIO); Part III for the method

What each destination gives you

Chapter / section What it delivers
Part I (Chs. 1–3) Why most mid-market AI projects fail; why the boring work is where the money is; why you start with operations, not the tool
Part III (Chs. 6–10) — Assess, Illuminate, Accelerate, Sustain The core method: from "where do we put AI" to a ranked list, a scoped pilot, a 90-day rhythm, and quarterly re-validation
Chapter 5 The CEO-without-a-CTO reality; what the conversation with your IT director should actually look like
Chapter 35 Function-specific use cases, compliance backstop, and a framework for bringing the conversation to your CEO
Chapter 36 Augment-don't-replace posture; the IT reference architecture you can implement incrementally
Chapter 37 Your first 90 days, week by week; the five slides your board actually needs
Part IV (Chs. 11–17) How agents actually work; the plumbing; evals; the parts vendors gloss over
Part V (Chs. 18–20) Governance, security, OWASP LLM risks — compliance framing for both technical and functional leaders
Part VII (verticals) Industry-specific use cases calibrated to your sector
Appendix G When fractional AI leadership makes sense; the engagement rubric; when to refer someone on

Notes on firm size

This book targets firms running 50–500 employees. The smaller the firm, the more the bottleneck is human capacity and process documentation, not technology. The larger the firm, the more the bottleneck is integration, data quality, and change management. The method handles both — the emphasis shifts.

This book is not written for Fortune 500 enterprises (different operating realities, different governance scale) or for companies below about 50 people (different questions, different answers).

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