Field Guides
Things worth printing.
Worksheets, templates, and checklists from the work. Free to download and share. The first is ready now; five more are on the way, and you can ask to hear when each is released.
Work it through
Worksheets
Structured thinking on paper. Fill one in with the people who do the work.
- Worksheet · PDFBefore You AutomateYou have more AI ideas than time, and every one sounds promising in a meeting. Use this worksheet to evaluate value, workflow clarity, data readiness, risk, operating feasibility, and change effort, then decide whether an idea is ready to pilot, needs design, needs foundational work, should remain human-led, or belongs on hold.Free · no email requiredGet the worksheet →
- Worksheet · coming soonWhere the Work Hides: The Workflow Mapping WorksheetMost automation problems hide in handoffs, exceptions, and the context people carry around in their heads. This worksheet walks you through the people, systems, decisions, source information, review points, and failure paths behind one workflow so you can see what to automate, assist, simplify, or keep human.Coming soonGet notified →
Blank forms
Templates
Blank versions of documents produced inside engagements.
Before a decision
Checklists
Short and printable. Use them before a decision, not after.
- Checklist · coming soonIs Your Data Ready for an AI Workflow? A Foundation CheckAI can only produce useful work from information that is clear, current, appropriately accessible, and understood by the people responsible for it. Use this checklist to assess whether one workflow has the source material, documentation, permissions, ownership, and evaluation evidence it needs before you connect an AI tool.Coming soonGet notified →
- Checklist · coming soonBefore You Buy: The AI Vendor Evaluation ChecklistA vendor demo rarely shows the data, operational, governance, and maintenance decisions that determine whether an AI tool works after the contract is signed. This checklist gives you the questions to assess workflow fit, data handling, evaluation, human review, integration needs, total cost, support, and exit options before committing budget.Coming soonGet notified →
- Checklist · coming soonHow AI Answers Understand Your Company: A Source-Clarity ChecklistAI answer platforms reflect the information they can find, interpret, and verify, which means outdated, contradictory, or unclear company information can become a misleading answer. Use this checklist to review your core pages and public profiles for clear identity, current offers, credible evidence, accessible source material, and consistent details.Coming soonGet notified →
Five more on the way
Hear when each guide is released.
One email per release, with the PDF attached. Nothing else is sent to this list.
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The essays
Most of these started as a Field Note.
The reasoning behind each guide lives in the writing. Read the note, then print the sheet.
Documents are provided as-is for your own use. Adapt them for a client or team freely; attribution is appreciated, not required.
