The Standard, run by you
The self-guided version of the advisor-led AI Roadmap. You run a lightweight pass of the Standard on your own organization with a template workbook and a step-by-step written walkthrough guide. No advisor time, no call, no waiting on a calendar.
Currently available to US-based organizations only.
Govern it, or document it. Just don't do neither.
There are two legitimate ways to run AI inside an organization, and which one you need depends on what you're actually doing with AI and who gets hurt if it's wrong, not on whether a regulator happens to be watching yet.
Govern it
Name who decides, set the rules before something goes wrong instead of after, and keep a record a stranger could follow. This is what growing exposure calls for: agents acting on their own, regulated data, or a board asking hard questions.
Document it
Write down what you're doing, on a schedule your team can actually keep up with, so there's an answer if anyone ever asks. This is enough for most small teams today, until the use case changes.
The DIY Starter's Self-Score Sheet helps you find out which one fits, honestly. Not sure and want a professional read instead? Start with the Diagnostic.
DIY Starter
The do-it-yourself starting posture. It sits below the advisor-led AI Roadmap (done with you) and above the free Decision Ownership Check. You get the same Standard, packaged so you can work through it on your own schedule.
Already completed a paid Diagnostic? $50 of that fee carries over as a credit toward the DIY Starter kit.
What you get after checkout: the Workbook in your client portal, plus the rest of the kit as editable Word documents and fillable PDFs, nothing to retype.
- A short, personal note from the founder on why the work matters, and how to use it.
- The DIY Starter Workbook | the seven-domain Standard, filled in your portal and exported as a branded PDF when you finish.
- An AI Use Policy starter.
- An AI tool register.
- A decision log.
- A self-score sheet.
- A step-by-step written Walkthrough Guide that takes you through each domain in order.
- An upgrade-path guide for when you outgrow the DIY pass.
Currently available to US-based organizations only.
Need it done with you?
The DIY Starter is self-serve by design: no advisor time, and no advisory call. If you would rather have the first pass run with you, that is the AI Roadmap ($4,500): readiness scored, the Standard, the core templates, your first guardrails, and a prioritized roadmap. If you want a fast, honest read of where you stand before you commit to anything, start with the Diagnostic ($500, 60 minutes).