E1. Templates and Checklists
An index of all templates and checklists in the strategy paper, generated automatically and linked by chapter.
What this chapter delivers: every method, template, and checklist in the work in one place, as a starting point for practical work, plus a recommended sequence for a new initiative. Both lists are generated automatically from the chapters on every build and link directly to the respective template. New templates appear here without manual upkeep.
Templates (fill-in)
- self-assessment scorecard · A3. Maturity Assessment
- focus fields · B1. Vision and Strategic Embedding
- commitment record · B1. Vision and Strategic Embedding
- use-case profile (use-case canvas) · B2. Identifying and Prioritizing Use Cases
- evaluation scorecard · B2. Identifying and Prioritizing Use Cases
- prioritization matrix (value × feasibility) · B2. Identifying and Prioritizing Use Cases
- business case (short form) · B2. Identifying and Prioritizing Use Cases
- decision-criteria matrix · B3. Build, Buy, or Partner
- vendor comparison · B3. Build, Buy, or Partner
- data-source inventory · B4. Data Strategy
- architecture inventory · B5. Target Architecture
- architecture decision checklist · B5. Target Architecture
- RACI per use case · B7. Roles and Responsibilities
- role profile · B7. Roles and Responsibilities
- security checklist per use case · B9. Security for AI
- fairness assessment per use case · B10. Ethics and Responsible AI
- stakeholder map · B11. Change Management and Enablement
- communication plan · B11. Change Management and Enablement
- competency matrix · B11. Change Management and Enablement
- go/no-go checklist · C3. From Pilot to Production
- metrics catalog with example thresholds · D1. Metrics and Evaluation
- cost model per use case · D2. Cost and FinOps
- unit-economics worksheet · D2. Cost and FinOps
- risk register · D3. Risk Management
- risk appetite and approval levels · D3. Risk Management
- board report (short form) · D4. Reporting and Stakeholder Communication
Checklists
- robust maturity assessment · A3. Maturity Assessment
- strategic embedding · B1. Vision and Strategic Embedding
- is the use case ready to start? · B2. Identifying and Prioritizing Use Cases
- build-buy-partner decision ready · B3. Build, Buy, or Partner
- robust data strategy · B4. Data Strategy
- target architecture in place · B5. Target Architecture
- viable operating model · B6. Operating Model and Organization
- practical rollout · B7. Roles and Responsibilities
- obligations for high-risk systems · B8. Regulation and Compliance
- operational compliance (company-wide) · B8. Regulation and Compliance
- ethics and responsible AI · B10. Ethics and Responsible AI
- change management and enablement · B11. Change Management and Enablement
- process model anchored · C1. Process Model
- roadmap ready to start · C2. Roadmap and Rollout
- from pilot to production · C3. From Pilot to Production
- metrics and evaluation per use case · D1. Metrics and Evaluation
- FinOps maturity · D2. Cost and FinOps
- risk management before the start · D3. Risk Management
- reporting and stakeholder communication · D4. Reporting and Stakeholder Communication
Further tools in the chapters
These tools are part of larger chapter sections and are therefore listed here in curated form:
| Tool | Purpose | Chapter |
|---|---|---|
| Vendor questionnaire (11 categories) | Compare vendors systematically | B3 |
| Decision-rights table | Assign authority | B7 |
| Risk-class decision tree (EU AI Act) | Classify use cases regulatorily | B8 |
| GDPR interface | Align data-protection duties with the EU AI Act | B8 |
| Threat profile per application type (OWASP matrix) | Prioritize security risks | B9 |
| Ethics screening (four intake questions) | Identify review needs per use case | B10 |
| Trade-off documentation | Record weighing decisions traceably | B10 |
| Roadmap structure per wave | Plan delivery with milestones | C2 |
Recommended sequence for a new initiative
An end-to-end sequence from idea to operations, with a chapter reference per step:
- Determine maturity (A3): fill out the self-assessment scorecard, identify the bottleneck.
- Check strategic input (B1): consult the commitment record; does the initiative sit in an approved investment field?
- Capture the use case (B2): use-case canvas, then evaluation scorecard and prioritization matrix.
- Decide the sourcing path (B3): decision-criteria matrix, vendor questionnaire if needed.
- Check data (B4): reconcile the data-source inventory for completeness and quality.
- Classify regulatorily (B8): walk through the risk-class decision tree.
- Assess ethically (B10): fairness assessment for high-risk and customer-facing use cases.
- Check economics (B2, D2): calculate the business case and unit economics.
- Decide architecture (B5): architecture decision checklist.
- Clarify roles (B7): RACI per use case, role profiles.
- Secure security (B9): security checklist.
- Measure (D1): define metrics, thresholds, and reporting.
- Pilot and scale (C1, C3): run through the process-model phases, go/no-go checklist before scaling.
- Roll out (C2, B11): roadmap checklist, change-management templates.
- Steer (D2, D3, D4): maintain the risk register, FinOps, and board report on an ongoing basis.