Eight editable templates · $47
The CAIO Toolkit. Skip the blank page.
Every worksheet from the field guide as an editable Word document, plus the templates I use with clients. Open them in Word, Google Docs, or Pages and adapt them to your organization this week.
What you get
Eight templates, ready to edit
- Editable one-page AI use policy, with notes for schools, nonprofits, and businesses
- Repeated-work inventory and one-win scorecard
- A week-by-week 90-day plan
- 90-day readout and role proposal templates
- Vendor AI questionnaire
- 60-minute staff AI training session plan
$47
one-time · instant download
Questions
Q
What format are the templates?
Eight Word documents (.docx) in a zip file. They open and edit in Microsoft Word, Google Docs, and Apple Pages.
Q
Is the AI use policy legal advice?
No. It is a plain-English starting point. If you handle student, patient, or financial data, have counsel review your policy before adopting it.
Q
Can I use the templates with my clients?
Yes, inside your own organization and with your own clients. Please do not resell or republish the templates themselves.
Q
How do I get it after paying?
You can download it right away on the confirmation page, and the link is emailed to you too. It works for a year.
Not ready to buy? Start with the free field guide →