012–3 weeks
AI Readiness Review
For: Any organization that hasn't yet decided what AI is for here.
Interviews with the people who do the work, a review across six areas (strategy, data, people, security, governance, workflow), and a written read on what's safe to start now.
- A readiness scorecard across the six areas
- Ranked list of use cases by hours saved and risk carried
- One-page brief for your board, trustees or leadership
- Recommended next step, including “not yet” if that's the answer
01 · Advisory023 weeks
AI Use Policy Sprint
For: Organizations whose staff are already using AI without written rules.
A policy written for the people who will follow it, with the structure behind it to satisfy a regulator, an auditor or a trustee.
- AI use policy and one-page do's-and-don'ts card
- Approval path and intake form for new tools
- Human-review rule for consequential decisions
- Staff briefing (live or recorded) and a 12-month review calendar
02 · Policy & Governance033–4 weeks
Privacy & Security Review
For: Anyone holding member, employee, patient, donor or client data.
Find where data is already flowing into AI tools, review who handles it, and fix the biggest exposures first.
- Data map and shadow-AI inventory
- Vendor data-handling review with scorecards
- Private-versus-public decision by class of data
- Ranked fix list and an incident playbook
03 · Privacy & Security044–6 weeks
Implementation Blueprint
For: Organizations ready to move from trying AI to running it.
The plan to put AI inside the systems you already run: what first, where it lives, what it connects to, who is trained, and what it costs.
- Prioritized use cases with a measurement baseline
- Architecture choice: your environment or hosted
- Integration plan for your membership, LMS, finance and email systems
- Training plan, budget range and a 90-day rollout calendar
04 · Implementation & Integration056–8 weeks
Agent Pilot
For: Teams with one repetitive workflow they'd hand off tomorrow if they could trust it.
One agent, one workflow, in production, with the autonomy level you chose, approval gates, logs and an off switch.
- Scoped workflow and autonomy level agreed in writing
- Working agent in production with approval gates and logging
- Activity report your team can read
- Go/no-go review and full ownership of everything built
05 · Agentic AI06Ongoing
Managed AI Partnership
For: Organizations that want a standing AI advisor without hiring one.
We keep what's running healthy, keep the rules current as AI and the law change, and sit in as your technology voice when decisions come up.
- Monitoring and tuning of what we built
- Policy and vendor updates as laws and tools change
- Quarterly review with leadership, trustees or the board
- A team that already knows your systems, reachable when you need them
04 · Implementation & Integration