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Resources

Six useful decision tools. More only when needed.

Start with the asset that matches the current decision. The deeper library stays one click away.

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Use one useful tool before the decision gets expensive.

The first six assets cover the most common moments: decision note, scoring, security, permissions, roadmap and agent boundaries.

Before budget or pilot approval · HTML + PDFSample AI decision noteSample structure for a forwardable AI decision: recommendation, risk, responsibilities, non-goals and next step.

Start with one of these six.

Sample AssetDirect PDF download
Sample AI decision note

Sample AI decision note

Sample structure for a forwardable AI decision: recommendation, risk, responsibilities, non-goals and next step.

Before budget or pilot approvalHTML + PDFCEO, COO, CIO, CFO, sponsor, program owner
Especially useful for decisions around

Sample AI decision note.

Direct PDF downloadView details
Sample AssetDirect PDF download
Use-Case Scoring Matrix

Use-Case Scoring Matrix

Sample matrix for value, data reality, risk, responsibilities, time-to-value and review boundaries.

Before use-case prioritizationHTML + PDFAI responsible person, IT, operations, compliance, sponsor
Especially useful for decisions around

Use-Case Scoring Matrix.

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One-PagerDirect PDF download
Security & Procurement One-Pager

Security & Procurement One-Pager

Forwardable one-pager for data handling, roles, DPA/SCCs, review points and buyer questions.

Before procurement and security reviewHTML + PDFSecurity, procurement, legal, sponsor, IT
Especially useful for decisions around

Security & Procurement One-Pager.

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Decision BriefRequest guide
Copilot Permission Risk Decision Brief

Copilot Permission Risk Decision Brief

Decision brief for M365 permissions, pilot boundaries, knowledge locations and review paths before Copilot.

Before Copilot rolloutHTML · Decision guideCIO, IT leadership, security, M365 leads, business leadership
Especially useful for decisions around

Copilot Permission Risk Model.

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Sample AssetRequest guide
30/60/90 Roadmap

30/60/90 Roadmap

Sample roadmap with responsibilities, approval assumptions, pilot boundaries and next investment point.

After Kickstart or AI check reviewHTML · SampleSponsor, AI responsible person, IT, operations
Especially useful for decisions around

30/60/90 Roadmap.

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Sample AssetRequest guide
Agent Permission Model

Agent Permission Model

Sample model for agent purpose, data classes, tool rights, human approval, logs and kill switch.

Before production agentsHTML · SampleCIO, CTO, security, AI platform lead
Especially useful for decisions around

Agent Permission Model.

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Related decision guides

Browse resources by recurring decision topic.

Use the topic hubs when you need more than one isolated guide.

Cloud Governance resourcesChecks, templates and decision tools for this topic.AI Adoption resourcesChecks, templates and decision tools for this topic.AI Adoption Executive FAQ resourcesChecks, templates and decision tools for this topic.Start, Stop, Rescope oder Pilot resourcesChecks, templates and decision tools for this topic.

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