Resources

Part 1 Foundation

1.2 Part 1 Worksheets The free companion toolkit for Part 1. Toolkit 1.4 The Personal Strategist Prompt Copy the ready-to-run prompt plus the Five-Part briefing cheat sheet. Prompt pack

Part 2 AI Strategy

2.6 Your 12-Month AI Roadmap A roadmap you can adapt to your business, with prompts and checklists for each quarter. Template

Part 3 Making It Work

3.1 Part 3 Worksheets Prompt packs, checklists, and the Adoption Sheet, organized by chapter. Toolkit 3.1 Rate Your Culture Score where your team stands. Worksheet 3.1 What Each Person Is Protecting Discover what each person is known for. Worksheet 3.1 The Advantage Check A ten-minute worksheet to spot where each person's expertise overlaps with the tool, so you can lead the change before it lands. Worksheet 3.1 Building a Culture That’s Ready for AI A short playbook for lifting each part of your culture. Playbook 3.2 The Project Canvas A five-question canvas that turns a business problem into a runnable AI project. Worksheet 3.2 The Four-Gate Worksheet A short playbook to evaluate before automate. Worksheet 3.3 The 5HESAR Picker Score any candidate's first use case in five minutes. Worksheet 3.3 First-Use-Case Ideas by Role Ready first moves for Owner, Ops, Marketing, and Finance. Prompt pack 3.4 The Build-Buy-Delegate Filter Three questions to place any new project on the right path. Worksheet 3.5 The Vendor Evaluation Checklist Eight questions every AI vendor should answer clearly. Checklist 3.5 The Ally or Vendor Scorecard Rate your current providers through an AI lens. Scorecard 3.6 The Signal-to-Money Lag Calculator Work out how long a change takes to show up as money. Worksheet 3.6 The Conversion Ledger A one-page format that ties each change to a number, a door, and a dollar. Worksheet 3.7 The Scale Readiness Scorecard Rate your AI system across the seven dimensions that decide if it survives growth. Scorecard 3.8 The Data Sensitivity Checklist Sort what is safe to paste into AI from what is not, in one page. Checklist 3.8 The Simple AI Rules Template Six one-line rules your team can follow starting Monday. Template