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Resource Library

Practical tools, templates, and guides to help you navigate AI, improve delivery, and lead with confidence.

Shadow Portfolio Executive Toolkit

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Assess your organization's portfolio confidence with this executive toolkit, including a self-assessment, discussion guide, and practical exercises to uncover hidden work and strengthen investment decisions.

Pillar

Product Delivery

Category

Portfolio Management

Tags

Program Management, Portfolio, Judgment Compass

Closing the Capability-Judgment Gap

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Whitepaper introducing The Judgment Compass, A leadership mental model for responsibly navigating AI in SMBs

Pillar

Responsible AI

Category

Judgment Compass

Tags

AI Judgement, Thinking Tools, Judgment Compass

Risk Management AI Use Case Canvas

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A practical template to define use cases for AI augmented risk management

Pillar

Product Delivery

Category

Risk Management

Tags

Program Management, Enterprise Readiness, Risk Management

AI Ethics Self-Check for Non-Technical Professionals

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A practical self-check to help non-technical professionals use AI responsibly, avoid ethical drift, and apply sound judgment before publishing or automating work.

Pillar

Responsible AI

Category

Judgment Compass

Tags

AI Judgement, Generative AI

The Human Judgement Checkpoint

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AI can generate answers, judgment determines outcomes.
This checkpoint helps you slow down just enough to decide responsibly.

Pillar

Responsible AI

Category

Judgment Compass

Tags

Thinking Tools, AI Judgement

How to Explain Generative AI to Non-Technical Professionals

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A simple, plain-English presentation that helps non-technical teams understand Generative AI and talk about it with confidence.

Pillar

Responsible AI

Category

Implementation Services

Tags

Generative AI, SMB Readiness, Thinking Tools

AI Usage Policies

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A plain-language guide to AI usage policies, why they matter, where they fail, and how to think about them responsibly.

Pillar

Responsible AI

Category

Implementation Services

Tags

Enterprise Readiness, SMB Readiness

The AI-Enabled PM

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

Pillar

Responsible AI

Category

Implementation Services

Tags

Risk Management, Program Management

The OPTIC Advantage

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

Pillar

Responsible AI

Category

Implementation Services

Tags

Prompting, Thinking Tools

Automation Readiness Canvas

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

Pillar

Responsible AI

Category

Implementation Services

Tags

Process Automation, Enterprise Readiness

These resources are a starting point.

If you'd like to see something specific here or if you have any other questions, use the link below to reach out.

Articles

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