Angol
Your leadership team has agreed, in principle, that the organization should "look at AI." Nobody has agreed on what that means, who decides, or what you are allowed to say yes to.
Phase One: The Decision closes that gap in one working session - or several, if that is what it takes. It is the broad-plan half of the field guide: are we doing this, at what scope, under what policy, and who decides. It reads as a decision document, not a filing system.
Every instrument runs on the same four-step spine:
NAME the use in one sentence. TEST it - readiness, classification, who is on the other end, what it could cost. DECIDE who signs it, who can challenge it, and the one observable thing that would stop it. RECORD the line that survives the room, in the register that outlives the meeting.
Phase One carries seven instruments: the one-page light path, the margin-of-error check, the readiness assessment, the mission-alignment worksheet, the board governance questions, the accountability and appeal protocol, and the annual review that closes the loop into a register you can actually produce when someone asks who approved what.
Written for a leadership team plus representative staff, in a room, together. There are no time boxes. Schedule however many meetings doing it right takes. Every page is designed to be photocopied or reproduced for your own team's use, once you have bought the set.
A completed worksheet that ends in "AI is not the right answer here" is a successful use of this tool, not a failed one.
