Playbook summary
A four-week diagnostic for sponsors who want a defensible answer to the question "are we ready to pilot AI?" before they put a workload on the roadmap. The deliverable is a board-readable readiness memo, not a slide deck.
What you get
Fixed deliverables.
Listed in the SOW. Every line is shipped before the engagement closes — no add-on quote, no surprise scope.
- Readiness memo with a written go / no-go recommendation
- Data inventory mapping the domains that will touch the model
- Governance gap analysis against NIST AI RMF 1.0 and your sector's framework (NCUA / FFIEC / HIPAA / FedRAMP-aligned)
- Risk map with named owners on your side for every flagged risk
- Vendor diligence checklist for any AI components you would buy
- Pilot scoping recommendation — the one workload we would pick first, and why
Timeline
Week-by-week.
Week 1
Sponsor and stakeholder interviews, current-state document review, regulator findings review.
Week 2
Data domain walk-throughs, system-of-record inventory, governance scaffolding inspection.
Week 3
Gap analysis drafting, risk mapping, vendor diligence pass on incumbent AI components.
Week 4
Readiness memo drafting, sponsor review, written go / no-go delivered with the recommended first pilot.
Who this is for
Who this is for
A good fit when…
- You are a regulated institution and an AI workload is on the near roadmap.
- Your board or audit committee wants a defensible answer before approving a build.
- You suspect the answer is "not yet" and want a clear-eyed read, not a sales pitch.
- You want one written diagnosis you can act on in 60 days, not a quarter-long discovery.
Who this is not for
Pass on this when…
- You have already scoped a pilot and want to start building. (Skip to the 90-Day RAG Pilot.)
- You are looking for a generic AI strategy deck. We do not do those.
- You do not have an executive sponsor willing to make a go / no-go decision at the end.
What happens next
The first thirty days, written down.
- 01Sponsor briefing call within five business days of engagement signature.
- 02Week-one kickoff with stakeholder interview schedule and document-request list.
- 03Weekly written status note every Friday for the four-week run.
- 04Final memo delivered in a sponsor walkthrough on day 28; written go / no-go on day 30.