Resource library

Templates and research you can use on Monday

Everything here came out of client work. Take it, adapt it, ignore the parts that don't fit your shop.

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Templates

Decision record template

A one-page format for capturing calls, alternatives and revisit conditions.

XLSX · 1 sheetDownload →
Guides

Applied AI readiness assessment

Twenty-eight questions to score whether your data foundation can carry a model.

PDF · 24 pagesDownload →
Reports

State of operating discipline 2026

Survey of 640 operators on where automation actually landed last year.

PDF · 52 pagesDownload →
Templates

Automation debt calculator

Quantify the maintenance cost of the workflows you already shipped.

XLSX · 3 sheetsDownload →
Guides

Forecast review playbook

How to run a forecast review that changes someone's mind.

PDF · 18 pagesDownload →
Webinars

Building an internal AI guild

Fifty minutes on staffing, rituals and the first six months.

Video · 52 minDownload →
Templates

Vendor evaluation scorecard

Compare AI vendors on the eight criteria that predict renewal.

XLSX · 2 sheetsDownload →
Guides

Data contracts without the ceremony

A lightweight approach for teams under fifty engineers.

PDF · 16 pagesDownload →
Reports

Operating model teardown: Vertua

How one logistics group redrew decision rights in two quarters.

PDF · 31 pagesDownload →