Free workbook · Companion to AI to ROI for Business Leaders
AI Execution Workbook
A free 43-page AI execution workbook for leaders who have to deliver results, not slides. It takes an AI project from the first risk check through a 90-day pilot and production readiness to business impact Finance will sign off on, with checklists, templates and stop rules you can use this week.
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Where are the templates from AI to ROI for Business Leaders?
They are all in this workbook. The assessments, templates and playbooks mentioned throughout AI to ROI for Business Leaders were consolidated into one PDF, so you get every tool in the order you need it on a real project.
| Resource named in the book | Where to find it in the workbook | Pages |
|---|---|---|
| Execution Risk Assessment | Chapter 1: The AI Execution Risk Assessment, starting with the 5-Question Reality Check | 5 to 12 |
| Risk Assessment Framework | Chapter 1: Four Failure Patterns, Organizational Readiness Diagnostic and North Star Clarity Test, plus the Chapter 2 Risk Log | 5 to 12, 13 to 22 |
| Pilot Planning Template | Chapter 2: The 90-Day Pilot Design Kit, with success gates, stop rules and the go or no-go decision | 13 to 22 |
| Production Readiness Checklist | Chapter 3: The Production Readiness Reality Check | 23 to 31 |
| Incident Response Playbook | Chapter 3: Error Handling and Recovery, Rollback and Fallback, and The Runbook That Actually Works at 3 AM | 23 to 31 |
| CFO-Proof Business Impact Framework | Chapter 4: The CFO-Proof Business Impact Framework | 32 to 42 |
What is inside the AI Execution Workbook?
Four frameworks, one for each stage where AI projects usually fail: before you commit, during the pilot, at production, and when you have to prove the money. Each one has questions to answer honestly, checklists, and the warning signs to act on.
The AI Execution Risk Assessment
Find the gaps that kill projects before you spend real money.
- The 5-Question Reality Check
- The Four Failure Patterns Assessment
- Organizational Readiness Diagnostic
- The North Star Clarity Test
The 90-Day Pilot Design Kit
Learn fast without setting anything on fire.
- Production-lite design
- Success gates that actually matter
- The risk log and stop rules
- Learning capture and the go or no-go decision
The Production Readiness Reality Check
Ship systems that keep working when real data and real users arrive.
- Data pipeline resilience and load
- Error handling, monitoring and alerting
- Rollback and fallback
- A runbook that works at 3 AM
The CFO-Proof Business Impact Framework
Prove value in a way that shows up on financial statements.
- Honest baselines and attribution
- The Finance attestation process
- The honest ROI calculation
- Keeping measurement going
Who is the AI Execution Workbook for?
Business and technology leaders who own an AI outcome. It fits three situations: your organization just approved an AI initiative and you have to deliver, you inherited an AI project that is burning cash, or you are about to pitch an AI investment and want to avoid the usual mistakes.
How should I use the workbook?
Start with the chapter that matches where your project is today. You do not need to read it front to back.
Work through Chapter 1 before you commit significant resources.
Use Chapter 2 to design an experiment that produces real learning.
Chapter 3 helps you avoid the 2:43 AM crisis call.
Chapter 4 shows you how to survive CFO scrutiny.
Still deciding whether the idea pays for itself? Run the numbers first with the free AI ROI Calculator.
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AI to ROI for Business Leaders
The book follows one team from a failed AI program to $1.2 million in measured results. The workbook gives you the tools they used.