The Tools Library
Download-ready tools for every persona path. Search by title and filter by persona to find the right asset.
Filter by Persona
Click a persona to filter by the tags in each tool, then search by tool title.
The Collaborative Intelligence Role Charter
The 'New Job Description' that defines human alpha outcomes.
PractitionerIndividualManager30 DaysContributorDownload ToolThe Manager’s 30-Day Adoption Flight Plan
A week-by-week schedule to navigate the 'J-Curve' of friction.
PractitionerIndividualManager60 DaysContributorDownload ToolThe Superagency Portfolio
Use this template to replace your static resume with a dynamic record of your personal leverage.
IndividualManagerAssociation LeaderWorkforce Development90 DaysContributorDownload ToolThe Organization Maturity Scorecard
A diagnostic tool to gauge the degree your organization has adopted modern management principles.
PractitionerExecutive30 DaysExecutiveDownload ToolThe Green Light AI Usage Policy
A Green Light document defining safe zones for innovation.
PractitionerExecutive60 DaysExecutiveDownload ToolThe Value Management Dashboard & QVR Template
The presentation framework for reporting value to leadership.
PractitionerExecutive90 DaysExecutiveDownload ToolThe AI Readiness Checklist
A diagnostic tool to assess if your organization is actually ready for AI.
PractitionerExecutive30 DaysLeaderDownload ToolThe Transformation & ROI Plan
The calculator for cognitive dividend (hours saved).
PractitionerExecutive30 DaysLeaderDownload ToolThe AI Opportunity Roadmap
A strategic one-pager to define the gap, the solution, and the dividend.
PractitionerExecutive60 DaysLeaderDownload ToolThe Performance Amplifier Rubric
A scoring guide to evaluate the strategic lift (Speed, Quality, Innovation).
PractitionerIndividualManagerExecutive60 DaysLeaderDownload ToolThe AI Governance Charter
The formal constitution for establishing your Center of Excellence (CoE).
PractitionerExecutive90 DaysLeaderDownload ToolThe Value Management Dashboard & QVR Template
The presentation framework for reporting value to leadership.
PractitionerExecutive90 DaysLeaderDownload ToolThe Collaborative Intelligence OS
A 5 stage transformation practitioner guide for assessing and deploying collaborative intelligence.
Practitioner30 DaysPractitionerDownload ToolThe Human-AI Task Allocation Criteria
The rubric to determine which tasks belong to the machine and which to the human.
PractitionerIndividualManager30 DaysPractitionerDownload ToolThe AI-Augmented Workflow Blueprint
The swimlane template for mapping the circular loop between human and agent.
PractitionerIndividualManager60 DaysPractitionerDownload ToolThe Transformation & ROI Plan (Practitioner)
A contract framework that protects your IP and defines 'Asset-Based' deliverables.
Practitioner60 DaysPractitionerDownload ToolThe Agent Charter Template
The 'Service Level Agreement' defining the agent's role, scope, and guardrails.
PractitionerIndividualManager90 DaysPractitionerDownload ToolThe Asset-Based Statement of Work
The formal framework for defining asset-based consulting engagements.
Practitioner90 DaysPractitionerDownload ToolThe Industry Data Inventory
Identify and curate the proprietary industry data needed to train specialized digital teammates.
Association LeaderWorkforce Development30 DaysStewardDownload ToolAI Leadership Academy Syllabus
A modular curriculum for artifact-based learning to upskill job seekers or employees.
Association LeaderWorkforce Development60 DaysStewardDownload ToolCommunity Programs Guide
Provide AI literacy and fluency to broad populations.
Association LeaderWorkforce Development90 DaysStewardDownload ToolThe Scoping Checklist
The exact script our consultants use to uncover cognitive jams in the first meeting.
PractitionerAll TimelinesToolsDownload ToolThe L1–L6 Taxonomy Guide
A reference for deconstructing jobs into executable Micro-Steps.
PractitionerAll TimelinesToolsDownload ToolThe Agent D.E.S.I.G.N. Protocol
The 6-step architectural standard for configuring safe agents.
PractitionerAll TimelinesToolsDownload ToolThe Revenue Reinvention System
An online portal to access the pre-wired workflows and digital teammates.
PractitionerExecutiveAll TimelinesToolsDownload ToolThe Business-in-a-Box Checklist
The setup guide for your own Digital Value Office.
PractitionerAll TimelinesToolsDownload Tool