AI governance checklists, instruments and worked examples
Worked examples show the instruments operating on a real-shaped company. The free instruments are yours to use on your own. Members get the full suite.
See how it works
Open. No form, no account. Companies in these examples are composites: names and details are invented, and the situations reflect problems Jay has seen and solved.
Five instruments run on one composite PE-backed manufacturer. Follow a single gap from the portfolio view to the board question.
Read the exampleAll six diligence dimensions scored for the same company, with the guardrail analysis and pre-exit remediation tracker.
Download the PDFWhat a buyer tests in AI due diligenceWhat an AI and Data Situation Assessment delivers, on a composite demand forecasting investment.
Read the briefReadiness score, nine-dimension breakdown, risk register, and roadmap.
See the outputDecision framing, explicit tradeoffs, accountability map, and board brief.
See the outputPrioritized opportunity themes and a recommended first use case.
See the outputDecision accountability, signals framework, and board escalation model.
See the outputEvidence grading, measurement gaps, and a board-ready value brief for a predictive maintenance initiative facing CFO review.
See the outputEU AI Act exposure mapped for a mid-market precision manufacturer with EU distribution.
See the outputUse it on your company
Free. The interactive tools run in your browser; the instruments arrive by email.
Operating kit
For the people who deploy, run and answer for AI systems: before go-live, in operation, with vendors, in rehearsal and when something goes wrong.
Assess one AI deployment across technical, accountability and operating readiness. Get a named decision, the binding constraint and a one-page memo.
Run the gateThe scored version, with benchmarks, for operating teams.
Get the checklistTen questions that decide whether a vendor AI system is governed or simply installed.
Get the checklistA ninety-minute exercise that tests who stops a wrong AI output, who is told and how fast. Scenario, role cards, evidence record and board summary. PDF and Word.
Get the kitEscalation template and board reporting threshold: the written path and the triggers that send an incident upward. Rehearse both with the Tabletop Kit.
Get the packBoard and leadership
For directors and executives deciding what to ask, what to fund and where the exposure sits.
Ten operating scenarios, the regulation behind each, and the decision rights question to answer. October 2026 edition, updated quarterly.
Get the briefingScore 24 criteria the way a buyer’s team will, see your readiness band and which of three conditions is holding you back. Free tool, PDF and Word.
Score it nowSeven questions in three tiers for directors, audit committee members, and PE principals.
Get the packWhen fractional, interim, or full-time data and AI leadership fits.
Get the matrixEU AI Act Article 50 and Fannie Mae Lender Letter LL-2026-04, and whether either applies to you.
Get the mapThe interactive assessment. Answer the questions and get your own readiness score.
Get your scoreThe full suite
The working instruments you complete for your own organization.
One page, every AI system, status and evidence confidence.
Defend AI return to the CFO, board, or PE sponsor.
Named ownership, decision rights, and twelve governance controls.
Six dimensions a buyer, board, or regulator will test.
Essentials is $49 a month or $490 a year. Executive Access is $249 a month or $2,490 a year.
Join Essentials