Planning Tools Resources
AI Use Case Prioritization Matrix
Strategic Excel template for evaluating and prioritizing AI use cases. Weighted scoring across Strategic Alignment (25%), Business Value (30%), Feasibility (25%), and Data Readiness (20%). Auto-calculated priority scores with quadrant classification (Quick Win, Strategic, Fill-In, Deprioritize). Includes detailed scoring criteria definitions, visual quadrant guide, and portfolio dashboard. Essential tool for CAIOs and AI leaders making data-driven investment decisions.
Annual AI Governance Roadmap Planner
Strategic planning template for annual AI governance program management. Includes annual objective setting, key success metrics (inventory, compliance, training, maturity), quarterly planning sections with initiatives, milestones, and review templates. Structured for Q1-Q4 planning cycle with accomplishment tracking, lessons learned capture, and year-end review. Essential for CAIOs managing governance programs with Board reporting requirements and continuous improvement focus.
AI Business Case Template
Professional AI initiative business case template for executive approval. Structured framework for investment justification including problem statement, solution overview, build vs. buy analysis, detailed financial analysis (costs, benefits, ROI, payback period), comprehensive risk assessment, implementation timeline, and approval workflow. Ready-to-use Word document with tables, calculations, and executive summary format designed to secure funding for AI projects from leadership.
AI Governance Maturity Assessment
Self-scoring maturity assessment for AI governance programs across 8 critical domains: Strategy & Leadership, Organization & Accountability, Policies & Standards, Risk Management, Compliance & Regulatory, Technical Controls, Third-Party Management, and Transparency & Communication. 5-level maturity model (Initial → Optimizing) with specific capability indicators. Includes score interpretation guide and improvement action planning template. Essential for CAIOs tracking governance progress.
Board AI Update Template
Structured Word template for quarterly AI governance Board reports. Includes Executive Summary (status indicators, highlights), AI Portfolio Overview (system inventory, risk levels), Key Metrics (quarter-over-quarter trends), Risk & Compliance Update (top risks, regulatory landscape), Strategic Initiatives (progress tracking), Budget & Resources (spend analysis), and Items for Discussion (action requests). Professional format ready for Board distribution and corporate archives.