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Resources

Guides, checklists, templates — all in plain English

Bookmark this page. Everything we publish for owners and ops leaders lives here: long-form guides, downloadable templates, an A–Z glossary, and the FAQ that answers what your team is actually asking.

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If you're researching AI policy, vendor risk, or staff training, start with the glossary or FAQ — they cover 80% of what most owners want to know in under 10 minutes of reading.

AI Glossary (plain English)

Every AI term you'll hear in a board meeting, defined in 1–2 sentences.

FAQ for business owners

The questions we hear most often, with straight answers.

5 Signs Your AI Pilot Is Stalling

Most AI pilots fail quietly between months three and nine. Here are the five tells, and what to do before the budget gets cut.

AI and Confidential Information: A Practical Guide

What 'confidential' actually means in the context of AI tools, and the rules that keep secret information secret while letting your team work.

AI Vendor Red Flags

The signs that an AI vendor isn't ready for prime time. Save yourself months of regret by treating these as deal-breakers, not negotiation points.

How to Talk to Your Board About AI

A short framework for the AI conversation every CEO will eventually have with their board — what to bring, what to avoid, and how to leave with action.

How to Write an AI Policy Without a Lawyer

A step-by-step, plain-English guide to writing your first AI policy in an afternoon. Includes the seven sections every policy needs and the language to skip.

Protecting Client Data When Staff Use AI

How to keep client information safe when your team is using AI tools — without making the rules so strict no one follows them.

Safe AI for Small Teams

How a 5–50 person company can use AI productively without the corporate-grade compliance burden. Practical patterns and what to skip.

Should You Let Employees Use Personal ChatGPT or Claude at Work?

The honest answer for any consumer AI — ChatGPT, Anthropic's Claude, or others: usually no, but not because you don't trust them. Here's why, and what to do instead.

The 30-Minute AI Readiness Check

Block 30 minutes. Walk through these five questions with your leadership team. You'll know where you stand before the meeting ends.

The Non-Technical Guide to AI Risk

AI risk explained for owners and operators — without acronyms, frameworks, or fear. The three risks that actually matter and how to think about each.

The Real Cost of Doing AI Wrong

What it actually costs a small business when AI goes sideways — direct costs, lost trust, and the recoveries that work.

What Business Owners Get Wrong About ChatGPT (and Claude)

Common misconceptions about ChatGPT, Anthropic's Claude, and similar AI tools at small businesses — and what to know instead so you make better decisions.

AI Incident Response Checklist

A printable incident playbook for the first 60 minutes, 24 hours, and 30 days after an AI-related issue.

AI Readiness Checklist (10 Questions)

A 10-question self-assessment for owners and operators. Print it, fill it in, hand it to your team — you'll know where you stand in 15 minutes.

AI Vendor Evaluation Checklist

A scoring rubric for evaluating AI vendor responses to your due-diligence questions. Use it to compare vendors apples-to-apples.

Monthly AI Review Checklist

A 30-minute monthly review template for owners and ops leaders. Five questions, one decision per month.

AI Acceptable Use Policy Template

A free, plain-English acceptable-use policy template you can adapt for your team in under an hour.

AI Pilot Charter Template

A one-page charter template that prevents the most common AI pilot failures: fuzzy goals, no metrics, no decision date.

AI Vendor Questionnaire Template

A free template of the 12 due-diligence questions to send any AI vendor before you sign a contract.

Board Update Template (AI Program)

A one-page template for the AI section of your board pack — what to bring, what to leave out, and how to leave with a decision.

Case Study: Vendor Due Diligence Saved a Manufacturer from a Bad AI Contract

A regional manufacturer was 48 hours from signing a multi-year AI deal. The 12-question due diligence revealed a deal-breaker. Here's what happened.

Case Study: A 25-Person Nonprofit's First AI Training

How a small nonprofit ran its first AI training in 90 minutes and shifted staff from anxious avoidance to confident, governed use.

Case Study: AI Rollout at a 40-Person Professional Services Firm

How a regional consulting firm rolled out AI to 40 staff in two weeks — policy, training, tool selection, and the metrics that mattered.