AI Action Plan.
A founder-authored memo that turns workflow signal into a concrete recommendation: where AI helps, what controls are required, what a pilot needs to prove, and what should not move forward yet.
§A · HOW IT BUILDS
The memo does the heavy lifting.
The Assessment surfaces candidates. The Action Plan commits to a recommendation — founder-authored, defensible, concrete.
MEMO STRUCTURE
- ✓ Deeper workflow analysis
- ✓ Recommended AI insertion points
- ✓ Governance and ownership model
- ✓ Data and compliance boundaries
- ✓ Review gates and evidence expectations
- ✓ Human-in-loop decision points
- ✓ Pilot recommendation and scope
- ✓ Build-vs-buy direction
- ✓ Success and kill criteria
§B · WHAT IS NOT INCLUDED
Where the line sits.
Decision support, not implementation. Pilot execution is a separate commitment with a separate deposit.
OUT OF SCOPE
- × Live readout (add-on below)
- × Implementation or build work
- × Pilot execution (Q3 Reservation)
- × Vendor negotiation or procurement
§C · OPTIONAL ADD-ON
Founder Readout.
Review the findings live. Pressure-test the recommendation. Decide whether to move into a pilot.
READOUT FORMATS
- ✓ Single stakeholder
- ✓ Standard session
- ✓ Multi-stakeholder
- ✓ 60–90 minutes · video or on-site
§D · AFTER THE MEMO
One of three outcomes.
OUTCOME · GO
Reserve a Q3 pilot slot. 50–100% of the Action Plan fee credits forward.
OUTCOME · HOLD
Preconditions not met yet. The memo names what changes first.
OUTCOME · STOP
AI is not the right lever. Saying so in writing is part of the job.
Author the plan. Defend the scope.
The Action Plan follows a completed Assessment.