AI Resources

Worksheets for operators who need AI to pay for itself, not just look impressive.

Take the readiness assessmentBook a 30-minute call

The operator’s AI toolkit

These are the actual worksheets from AI That Pays for Itself — the same tools used to qualify real AI work before anyone buys a shiny object. Each one is built to be filled in, not just read: score readiness, model the ROI, pressure-test a vendor, set governance, and run a disciplined first 90 days. Free, no email wall.

Book-derived worksheets

Practical tools from AI That Pays for Itself. Built to qualify real AI work before anyone buys a shiny object.

AI Readiness Checklist

Score the three conditions the book says separate useful AI from budget bonfires: a metric that matters, data that is actually usable, and sustained executive sponsorship. If a project misses one, you will see it before you spend.

Open resource

AI ROI Worksheet

Turn an AI idea into the only numbers that matter — current cost, run cost, payback period, and the kill criteria. It forces the math most AI pitches quietly skip.

Open resource

AI Vendor Evaluation Scorecard

Five questions from the book that expose whether a vendor is selling a system or just a demo. Run it before the contract, not after.

Open resource

AI Governance Starter Policy

A lightweight acceptable-use policy for mid-market firms trying to bring shadow AI into the light. Enough structure to be safe, not so much that it stalls the work.

Open resource

First 90 Days AI Plan

The 90-day cadence from the book — assess, illuminate, measure, redesign, decide — so a pilot reaches a real go/no-go instead of drifting.

Open resource

AI Operating Stack

The five-layer operating model — foundations, process, governance, architecture, cadence — that keeps AI working after the pilot. A map for what you are actually building.

Open resource

From worksheet to working system

These tools come straight from the playbook I use with clients. If you want help applying them to your firm — and an outside eye on what is worth doing first — the readiness assessment and a 30-minute call are the fastest next steps.

Take the readiness assessmentBook a 30-minute call

Common questions

Are these really free?

Yes — no email wall. They are the worksheets from the book, shared so operators can use them whether or not we ever work together.

Do I need to read the book first?

No. Each worksheet stands on its own with instructions; the book gives the deeper reasoning if you want it.

What if I want help using them?

That is what the readiness assessment and the fit call are for — bring a filled-in worksheet and we will move faster.