Free Resources

AI Toolkit for Business Leaders

Download our frameworks, checklists and calculators — built to help you adopt AI without a big internal team.

Assessment · Excel

AI Readiness Assessment

32 scored questions across 6 areas. Get a readiness band, a score for every area, and the one gap holding you back — before you spend a dollar.

📄 Excel workbook⏱ 15 min
Audit · Excel

Workflow Automation Audit

Score 45 common small-business tasks on fit and cost. See which work to automate first, what it costs you today, and the automation pattern it needs.

📄 Excel workbook⏱ 45 tasks scored
Calculator · Excel

AI ROI & Payback Calculator

Turn hours saved into dollars. A 36-month model with payback month, ROI, NPV, and conservative / base / aggressive cases your CFO can argue with.

📄 Excel workbook⏱ 10 min setup
Scorecard · Excel

AI Vendor Selection Scorecard

Compare four options — including building it yourself — on 15 weighted criteria. Includes 25 vendor questions and 12 red flags that end conversations early.

📄 Excel workbook⏱ 15 criteria
Assessment · Excel

AI Risk & Governance Self-Assessment

30 questions across 6 risk domains. Get an exposure band, your weakest domain, and a risk register template — the document buyers now ask to see.

📄 Excel workbook⏱ 30 questions
Tracker · Excel

90-Day AI Rollout Tracker

36 tasks across three phases, dated from your own start date, with a live dashboard for progress, blockers, overdue items and tasks with no owner.

📄 Excel workbook⏱ 90-day plan
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A quick tour of the free toolkit.See what is inside each guide above, and how to put it to work this week.