Templates & Docs

Working documents I use to turn ad hoc decisions into repeatable ones. Each one opens as a page and downloads as an editable file.

1. AI pilot readiness scorecard

   Decide whether an AI pilot should go wider, be extended, or stop, against a bar you wrote down before it started.

   Template · decision scorecard
2. License renewal audit checklist

   Three steps to run before approving a software renewal, so the tier mix and seat count follow real usage.

   Template · checklist
3. One-page PRD for an internal AI tool

   The four questions most internal AI tool proposals skip, as a half-page to fill in before anything gets built.

   Template · one-pager
4. Build vs. buy vs. partner memo

   A worked decision memo for AI project intake and governance tooling, from the flagship coded project.

   Worked example · decision memo
5. R&D prioritization matrix

   Score candidate initiatives on impact, effort, confidence and strategic fit, then sequence them.

   Worked example · prioritization matrix
6. Executive Budget & Milestone KPI Tracker (SQL + Tableau)

   Automated dashboard for tracking multi-million-dollar program spend, milestone risk, and long-lead bottlenecks in real time.

   Sanitized preview on request
7. Shadow AI Intake & Compliance Matrix

   A standard framework for evaluating AI tools on data privacy, API security, cost, and architecture fit.

   Sanitized preview on request
8. Long-Lead Procurement & BOM Tracker

   Links R&D specifications to vendor lead times, PO approvals, and site delivery handoffs.

   Sanitized preview on request
9. Business requirements document: structured AI intake

   The BRD I wrote at Keshet for a structured intake system with duplication checks and risk scoring. Internal, so it isn't published here.

   Available on request