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AI Readiness Resource Library

Practical guides, templates, and tool to help build AI capability

This library is a collection of free resources designed to help leaders, practitioners, and teams build real AI readiness before jumping to tools or automation.

Everything here is grounded in real-world work with organizations navigating change. New resources are added regularly, based on the questions we hear most often.

Not Sure Where to Begin?

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If you’re new to AI readiness, start with the pillar that best matches your current concern:

  • People & Literacy if the tools are available but confidence and consistency aren’t

  • Strategy & Governance if expectations are rising but ownership and outcomes feel unclear

  • Process Enablement if automation is being discussed before the work is fully understood

 

You can move between pillars at any time, AI readiness is rarely linear.

Need a Little Guidance First?

The AI Readiness Assessment helps you step back and see where you are today across people, strategy, and process, so you’re not guessing where to focus.

It takes about 10 minutes. There’s no obligation.


Your responses are reviewed and shared within one business day.

People & Literacy

Building confidence, judgment, and practical skill, not just familiarity

AI doesn’t replace professionals, but it does change what good work looks like.


The biggest gap most organizations face isn’t access to tools, it’s how people think and communicate when using them.

This pillar focuses on developing:

  • Clear thinking and structured questions

  • Better judgment in AI-assisted work

  • Confidence using AI responsibly in real situations

The OPTIC Advantage

A simple framework for structuring your thinking before engaging AI.
Format: Guide / Framework (PDF)

 

Use this when:
Use this when AI outputs feel vague or inconsistent, and the problem isn’t the tool—it’s how the question is framed.

OPTIC

Strategy & Governance

Knowing why you’re using AI, and who owns the outcomes

AI creates leverage quickly, but it also amplifies confusion just as fast.


Without clear intent, decision ownership, and guardrails, organizations risk automating activity instead of improving outcomes.

This pillar focuses on the thinking that must come before tools:

  • Why AI is being used

  • What success actually looks like

  • Where human judgment must remain in the loop

The AI-Enabled PM

A practical guide to better decisions with human judgment in the loop.
Format: Guide (PDF)

 

Use this when:
Use this when you’re expected to use AI, but still need to own decisions, manage risk, and communicate trade-offs with confidence.

The AI Enabled PM

Process Enablement

Making sure the process is ready before the automation is

Many automation and AI initiatives fail quietly; not because the technology didn’t work, but because the underlying process was never clearly understood.

This pillar is about clarity before capability:

  • How work actually flows today

  • Where exceptions, variability, and risk live

  • What should be automated, assisted, or left human-led

Automation Readiness Canvas

A structured way to evaluate whether a process is truly ready for automation.
Format: Canvas / Worksheet (PDF)

 

Use this when:
Use this when automation sounds like a good idea, but ownership, exceptions, or human judgment haven’t been clearly thought through.

Automation Readiness Canvas

What to Expect Next

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New resources are added regularly as we continue working with organizations navigating AI adoption, automation, and change.

 

Check back often, this library evolves with the work.

Business Meeting Discussion

These resources are a starting point.

Most organizations reach out when the questions become more specific.

Articles

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