Implementation playbooks

Turn AI FDE work into reusable review artifacts.

Playbooks reduce verbal alignment in enterprise AI pilots. Each template maps to a real review moment: opportunity screening, integration inventory, RAG evals, tool boundaries, or launch risk.

Current templates

Cover the moments where projects most often lose focus.

Workflow Discovery Canvas

Map the workflow, users, inputs, outputs, exceptions, and system dependencies.

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AI Opportunity Scorecard

Rank scenarios by value, feasibility, risk, and organizational readiness.

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RAG Eval Baseline

Define retrieval and answer-quality tests before an enterprise knowledge system launches.

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Agent Tool Catalog

Record tools an agent can call, including permissions, failure modes, and approvals.

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Launch Risk Checklist

Check quality, safety, permissions, cost, monitoring, and human fallback before release.

View template

Delivery Sprint Plan

Break a prototype sprint into roles, milestones, materials, demos, and decisions.

View template

How to use them

Templates are review surfaces, not document archives.

  • Before kickoff, use templates to define scope and exclusions.
  • During prototype review, place demo evidence and eval results on the same page.
  • Before launch, convert risk, permissions, monitoring, and fallback into release gates.
  • During training, use the same materials to align business, technical, and management roles.

Enterprise training

If your team needs one AI FDE method, connect the playbooks to Academy training.

Courses can be built around your real workflow and end with an internal project manual.

View Academy