E1. Templates and Checklists

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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:

E2. Sources and Currency

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This work is designed as a living reference (see chapter A1) and is updated as relevant developments occur.

What this chapter delivers: the as-of-date convention, the key sources by topic area, and how change is handled.

As-of-date convention