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Board-Ready Templates
£300K+
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Assessment

AI Readiness Checklist

A 20-point diagnostic matrix evaluating your organisation’s technical infrastructure, governance readiness, data maturity, and team capability before AI investment. Board-presentation ready with clear scoring methodology.

This template forms the foundation of our Phase 1 assessment methodology — adapted from dozens of UK implementations across multiple sectors.

SME AI Readiness Checklist Local Gov AI Readiness Checklist
Procurement

Vendor Evaluation Framework

RFP template and scoring matrix designed to prevent vendor lock-in and identify contract red flags. Includes due diligence checklists, compliance verification procedures, and negotiation guidance.

Developed after recovering £125K from an exploitative vendor contract — this framework prevents the mistakes that cost UK organisations millions.

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Compliance

ISO 42001 Readiness Checklist

Comprehensive gap analysis tool for assessing your organisation’s readiness against the ISO 42001 AI management system standard. Covers policy requirements, risk management, governance structures, and operational controls.

Essential preparation for organisations considering formal AI certification or seeking to align with international best practice frameworks.

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Strategy

Build vs Buy Decision Tree

Structured decision framework for evaluating whether to build custom AI solutions, buy off-the-shelf products, or pursue hybrid approaches. Considers cost, timeline, capability, maintenance burden, and strategic alignment.

Integrates with our vendor management approach and helps organisations avoid the common trap of over-building or under-specifying AI solutions.

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Governance

AI Policy Template Pack

Starter templates for essential AI governance policies including acceptable use, data handling, ethical AI principles, bias monitoring, and incident response. Aligned with UK regulatory expectations and GDPR requirements.

These templates provide a foundation — our full engagement delivers policies tailored to your organisation’s specific sector, size, and risk profile.

SME AI Readiness Checklist Local Gov AI Readiness Checklist

Where to Start

Not sure which resource to begin with? The right starting point depends on your role. Use the recommended sequences below — each one is designed to build from diagnosis to decision to action in a logical order.

If You Are on the Board
1
AI Readiness Template
Understand your organisation’s current AI maturity before any investment decisions
2
AI ROI Calculator
Build the business case with real numbers before committing budget
3
AI Policy Template Pack
Establish governance and accountability before staff begin using AI tools
If You Are a Council
1
ISO 42001 Readiness Checklist
Establish your compliance baseline and identify procurement-critical gaps
2
Vendor Evaluation Framework
Protect against exploitative contracts and ensure FOI-defensible procurement
3
AI Policy Template Pack
Staff-facing policy with PSED and democratic accountability framing built in

Licence note: All templates are for internal organisational use. They may be adapted to your context and branded to your organisation. They may not be resold or redistributed.

Explore More AI-Si Resources

Practical tools, real-world case studies, and strategic guidance to support your AI journey.

AI Utility Lab

Free, interactive AI tools you can use immediately — prompt generators, ROI calculators, vendor scorecards, and workflow templates. No registration required. Explore the Utility Lab →

Case Studies

Real outcomes from UK organisations: £300K+ retained budgets, 43% cost reductions, £2.1M revenue identified. See how our methodology delivers measurable results. Read case studies →

AI Strategy Hub

Stay current with UK AI regulatory developments, emerging technology briefings, and strategic insights from our AI Governance and Strategy Hub. Updated regularly with practical guidance for senior leaders.

BROWSE BY YOUR SITUATION

Find the Right Resource for Where You Are Now

1

Starting Your AI Journey

AI Readiness Template, AI Business Case, AI Strategy Framework

2

Evaluating Vendors

AI Tool Evaluation Criteria, Build vs Buy Decision Tree

3

Governing AI

Governance Policy Template, ISO 42001 Checklist, Staff AI Policy

4

Measuring Results

AI ROI Measurement Framework, Project Engagement Framework

Free — No Email Required

AI Readiness Checklists — Instant Download

Two sector-specific checklists built by a Fractional AI Director from real UK engagements. 25 board-level questions to assess AI readiness, governance gaps, and quick-win opportunities. Download yours below — no form, no email, no catch.

GOVERNANCE

AI Governance Policy Template

Complete editable AI governance policy for UK organisations. Covers accountability, approved tools, data handling, breach response, and review schedule.

View Template →
COMPLIANCE

AI Readiness Audit Framework

20-point diagnostic matrix evaluating technical infrastructure, governance readiness, data maturity, and team capability before AI investment.

View Framework →
STRATEGY

Organisational AI Strategy Framework

Structured roadmap for building an organisational AI strategy — from current-state assessment through to phased implementation planning.

View Framework →
FINANCE

AI ROI Measurement Framework

Professional TCO analysis with real return calculations including hidden implementation drag, change management costs, and opportunity costs.

View Framework →
PROCUREMENT

AI Tool Evaluation Criteria

RFP template and scoring matrix to prevent vendor lock-in and identify contract red flags. Includes due diligence checklists and compliance verification.

View Criteria →
PROJECT

AI Project Engagement Framework

Structured delivery methodology for AI projects — from discovery and scoping through implementation, change management, and outcome measurement.

View Framework →
INVESTMENT

AI Business Case Template

Board-ready template for building the AI investment case — including financial analysis, risk register, governance proposal, and board recommendation structure.

View Template →
HR & POLICY

Staff AI Acceptable Use Policy

Editable staff-facing AI acceptable use policy covering approved tools, prohibited uses, data handling obligations, and disciplinary framework.

View Policy →

Executive Resources: Frequently Asked Questions

Who are these resources designed for?

These resources are designed for board members, C-suite executives, and senior leaders who need to make informed decisions about AI investment, governance, and strategy. They bridge the gap between technical AI hype and practical board-level fiduciary responsibility.

Are these resources free?

Yes. Some are available as interactive tools in our AI Utility Lab, while others can be requested via our contact form. They demonstrate the practical, governance-first approach we bring to every client engagement.

How do these relate to your consulting services?

These resources provide a starting point. Our full engagement delivers comprehensive, tailored versions through our 3-phase methodology — customised to your organisation’s specific context, regulatory requirements, and strategic objectives.

Can these be customised for our organisation?

The free versions are general-purpose frameworks. For organisation-specific customisation, our fractional AI director service delivers tailored versions as part of the strategic assessment phase, ensuring alignment with your specific industry, size, and regulatory environment.

What is ISO 42001 and why does it matter?

ISO 42001 is the international standard for AI management systems. It provides a framework for responsible AI development and deployment. Our checklist helps organisations assess their readiness for certification and identify governance gaps that need addressing.

How often are resources updated?

Resources are reviewed and updated quarterly to reflect evolving UK regulatory requirements, emerging best practices, and lessons learned from our client engagements. The AI Strategy Hub provides the latest updates on regulatory developments.

Why These Resources Are Free

Every tool and template on this page was built from real engagements — not theoretical frameworks. They are shared free because AI strategy in the UK suffers from a serious information asymmetry: Big 4 firms charge £50K+ for the same thinking.

These resources will give your board, senior leadership, or procurement team a head start. They are designed to be immediately usable — not PowerPoint decks that gather dust.

When you are ready to move from template to transformation, that is what the Fractional AI Director service is for. The free audit call costs nothing and commits you to nothing. Most organisations find at least 2 immediate quick wins in the first 30 minutes.

People Also Ask: AI Resources

EVL
Tool Evaluation

What is ISO 42001 and does my UK organisation need it?

ISO 42001 is the international AI management system standard. UK organisations dealing with AI in regulated sectors — healthcare, legal, financial services, and public sector — are increasingly expected to demonstrate ISO 42001 alignment. The free ISO 42001 Readiness Checklist on this page shows exactly where you stand.

How do I calculate ROI from AI implementation?

Use the AI ROI Calculator on this page to model expected savings against implementation cost. Real-world results from AI-Si case studies show 43% cost reductions and £300K+ savings within 90 days for UK SMEs. The key variables are current process cost, error rate, and hours spent on manual tasks.

Do UK councils need a specific AI acceptable use policy?

Yes. Local authorities must align AI use with Freedom of Information Act obligations, Public Sector Equality Duty, and democratic accountability requirements. The Staff AI Acceptable Use Policy template and the Council AI Strategy page both address this specifically.

PRJ
Project Framework

Need Strategic AI Oversight?

AI Business Case Template

A board-ready template for building the AI investment case — including financial analysis, risk register, governance proposal, and board recommendation structure.

View Business Case Template →

These resources give you a foundation. For a comprehensive, governed approach to AI transformation tailored to your organisation, book a free 30-minute strategy discussion with our fractional AI director.

BOOK YOUR FREE AI STRATEGY DISCUSSION NOW

TRUSTED BY UK ORGANISATIONS

247+ UK organisations have downloaded these frameworks

Councils, SMEs, legal practices, and healthcare organisations across the UK use these resources to build AI strategy, justify investment, and demonstrate governance.

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14
UK sectors represented
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