Editable resources for AI-agent workflows

Plan the pilot.
Govern the rollout.

Practical DOCX worksheets and formula-driven XLSX workbooks for small teams making AI-agent decisions.

Browse the kits Compare both

2 digital kits
4 editable files
2 free previews

A PRACTICAL WORKFLOW

Pilot

Scope · Test · Review · Decide

Govern

Policy · Risk · ROI · Rollout

Start where your workflow is today. Each kit is sold separately.

The catalog

PILOT PLANNING · DOCX + XLSX

AI-Agent Pilot Planning Kit

Define a bounded pilot, record test evidence, and organize the decision with eight weighted readiness criteria.

8-page charter, testing, review, and 30-day planning guide
1–5 scoring with a weighted 0–100 readiness result
100-row test log, summary metrics, and readiness chart

Free two-page pilot preview

$15 USD

One-time purchase · Digital download

Files are ready. Storefront publishing is pending.

GOVERNANCE + ROI · DOCX + XLSX

AI Agent Governance + ROI Kit

Document usage rules and review controls, then test workflow economics with editable assumptions and three scenarios.

12-page policy, risk, approval, incident, and rollout pack
Conservative, base, and optimistic ROI scenarios
Annual economics, first-year ROI, payback, and comparison chart

Free two-page governance + ROI preview

$19 USD

One-time purchase · Digital download

Files are ready. Storefront publishing is pending.

Free practical guides

Start with the planning questions.

Read the public guides, then use the blank preview worksheets to organize your own workflow. No purchase is required.

PILOT PLANNING · 12 QUESTIONS

AI-Agent Pilot Checklist

Define the task, boundaries, acceptance criteria, human review, evidence, and decision points for a bounded pilot.

Read the pilot checklist

GOVERNANCE + ROI · FIRST-YEAR MODEL

How to Estimate AI-Agent ROI

Separate measured benefits, adoption and realization discounts, oversight costs, setup work, scenarios, and payback.

Read the ROI guide

Side by side

Choose your starting point.

Use the pilot kit when the immediate question is whether and how to test a workflow. Use the governance + ROI kit when you need operating rules and an economic evaluation.

What you need	Pilot Planning Kit	Governance + ROI Kit
Primary focus	Bounded pilot preparation	Operating rules and economics
Editable DOCX	8-page planning guide	12-page governance pack
Formula-driven XLSX	Readiness scorecard + test log	ROI calculator + 3 scenarios
Key evidence	Scores, tests, reviewers, open issues	Costs, benefits, ROI, payback
Free preview	Scope + test worksheets	Governance check + ROI worksheet
Price	$15 USD	$19 USD

Before purchasing

Templates for judgment, not automatic answers.

The readiness score is not automated approval or proof of safety, compliance, savings, or business outcomes. ROI results depend on the assumptions entered.

Both kits are general business resources. No AI model, subscription, software installation, consulting service, or external account is included.

Common questions

What arrives after purchase

Are these subscriptions?

No. Each kit is intended as a one-time digital purchase containing one DOCX and one XLSX inside a ZIP archive. Checkout is not yet published.

Can I adapt the files?

Yes. Both products are editable for internal business use. Keep the originals as masters and adapt working copies to your requirements.

Do the free previews contain customer results?

No. The previews contain blank worksheets. The pilot workbook also ships without customer results, and the ROI workbook’s illustrative assumptions must be replaced with your own figures.

Plan the pilot.Govern the rollout.