Resources · 08 templates
Working artefacts, generalised for re-use.
Templates and checklists from real engagements — the documents we actually use, stripped of client specifics. Leave your email and we'll send the file across. No drip sequence, no automated sales call.
- AIPDF · 8 pages
AI AdoptionReadiness Assessment
A diagnostic the whole leadership team can fill in. Identifies the highest-leverage AI use cases and the guardrails your business needs first.
- AIDOCX · 6 pages
AI PolicyAustralian SME template
A working AI use policy template for Australian SMBs and NFPs — drafted to match Privacy Act expectations and board-level risk appetite.
- SalesforcePDF · 47 checks
SalesforceAdmin Health Check
A 47-point checklist for org hygiene — automation debt, profile sprawl, data quality, security review, Agentforce readiness.
- DataPDF · 1 page
Data GovernanceBoard one-pager
Frame data governance for a board that hasn't lived inside the system. One page, defensible structure, conversation-ready.
- ChangeDOCX · 14 Qs
Change ReadinessSurvey template
A 14-question survey calibrated for Australian organisations — surfaces resistance early, before delivery starts.
- GovernancePDF + DOCX · 12 pages
Vendor AIRisk assessment
Evaluate AI vendors against data residency, model lineage, eval coverage, and exit options. Defensible answers for procurement.
- NFPPDF · 10 pages
NFP OutcomesReporting framework
Connect activities, outputs and outcomes in a format funders actually accept. Theory-of-change without the jargon tax.
- DeliveryDOCX · 4 pages
Project CharterEngagement template
The charter we use ourselves — scope, decisions, risks, who-decides-what — short enough that people read it.
Need it adapted, not just downloaded?
Most of these templates started life inside an engagement. If you want one tailored to your organisation — or the working session that goes with it — that's a quick, fixed-scope job.