Consulting Practice
Assess proposal-assistant readiness
Staff already use AI informally, but source permissions and client-facing approval rules are undocumented.
Governance readiness
Free Canadian small business workbook
AI Governance Readiness Scorecard
A worksheet for assessing whether AI-supported work has enough ownership, review, and traceability to scale.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Score readiness across approved use, data boundaries, human review, escalation, logging, fallback planning, and ownership. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams turning architecture work into a reusable operating artifact.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Use approval
Which uses are approved, restricted, or forbidden?
Data boundary
What data can enter the workflow, and what must be excluded?
Review gate
Where must a human approve before output or execution?
Traceability
What records prove what happened and why?
Fallback
What happens if the AI is unavailable, wrong, or unsafe?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Assess customer-support readiness
A response assistant has current FAQs but no clear escalation for refunds, allergens, or complaints.
Accounting Practice
Assess client-summary readiness
The workflow has reviewers, yet retention, audit, and fallback rules are incomplete.
- AI-supported role
- Gather evidence for approved use, data boundaries, review, logging, fallback, and ownership.
- Human authority
- A named leader scores readiness and remediates the highest-risk gaps before scale.
- What to measure
- Track open control gaps, overdue owners, incidents, and re-review completion.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.