Use practical worksheets to map decisions, context, ownership, memory, governance, and operating cadence before more tools or automation are added.
Each template is designed to structure thinking before implementation. They help a team name the workflow, define the context boundary, separate recommendation from execution, map agentic handoffs, preserve organizational memory, and plan resilience before AI becomes business-critical.
Starting sequence
PDF previews remain open. This kit gives you three editable Word documents to prioritize the work, qualify the use case, and define a realistic scope.
Template library
Template 19
Define what better means before AI-supported work moves from pilot to business case.
Best for
Teams proving operational impact after an AI workflow launches.
Outputs
Template 20
Define evaluation criteria for outputs, tool calls, retrieval quality, escalation behavior, and reviewer confidence.
Best for
Agentic workflows, advisory tools, document assistants, and sales or service copilots.
Outputs
Template 21
Record what the AI saw, retrieved, inferred, recommended, and what humans finally decided.
Best for
Finance, HR, legal, lending, grants, procurement, case management, and customer escalation.
Outputs
Template 22
Prepare containment, ownership, communication, and review steps for AI workflow failures.
Best for
Production AI systems and customer-facing assistants.
Outputs
Template 23
Classify what information AI may access, restrict, retain, or escalate before context boundaries go live.
Best for
CRM, HR, finance, document systems, and inbox-connected assistants.
Outputs
Template 24
Estimate model routing, retrieval, tool calls, cached context, evaluation passes, and monthly operating cost.
Best for
SMBs deciding whether AI is affordable at production scale.
Outputs
Template 25
Test agent behavior across normal cases, edge cases, missing data, tool failure, restricted requests, and escalation.
Best for
Agentic systems using tools, approvals, or multi-step workflows.
Outputs
Template 26
Define the business, system, data, review, escalation, technical, compliance, and executive ownership model.
Best for
Leadership teams adopting AI across departments.
Outputs
Template 27
Plan the training, workflow changes, review habits, communications, and feedback loops that adoption needs.
Best for
Teams rolling AI-supported workflows out to staff.
Outputs
The Architecture Assessment turns these maps into a prioritized first system, including context boundaries, governance needs, orchestration design, and the implementation path.