> ## Documentation Index
> Fetch the complete documentation index at: https://academy.pathfindr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates and Resources

> Downloadable templates to support your AI rollout: opportunity tracker, champions charter, operating rhythm planner, tool evaluation scorecard, and analysis prompts.

## Your rollout toolkit

These templates give you a starting point for each part of your AI rollout. Copy them, customise them for your organisation, and iterate as you learn what works.

<CardGroup cols={3}>
  <Card title="Governance" icon="shield-check">
    Champions charter and AI policy templates
  </Card>

  <Card title="Operations" icon="gears">
    Operating rhythm planner and opportunity tracker
  </Card>

  <Card title="Evaluation" icon="scale-balanced">
    Tool evaluation scorecard and adoption health prompt
  </Card>
</CardGroup>

***

## Champions Group Charter

Use this to formalise your Champions group. Share it with the group on day one so everyone knows the purpose, expectations, and rhythm.

<Accordion title="Copy the Champions Group Charter template" icon="copy">
  ```text theme={null}
  Champions Group Charter — [Your Organisation]

  Purpose
  Test AI tools and use cases in the context of our business, evaluate what works, and make recommendations for broader rollout.

  Members
  - Driver: [Name, Role]
  - Champion: [Name, Role / Department]
  - Champion: [Name, Role / Department]
  - Champion: [Name, Role / Department]
  - Champion: [Name, Role / Department]

  Responsibilities
  - Test use cases in your own workflows each month
  - Compare tools against agreed criteria
  - Log wins and learnings in the Opportunity Tracker
  - Attend monthly huddles and share progress
  - Flag risks, limitations, and governance gaps
  - Help onboard the broader team when scaling

  Meeting rhythm
  - Monthly huddle: [Day, Time] — 30 to 45 minutes
  - Async channel: [Teams/Slack channel name]
  - Quarterly reset: [Month] — governance review and tool evaluation

  Decision rights
  - Champions recommend. Leadership approves.
  - Tool trials under [dollar amount] can be approved by the Driver.
  - Tool trials above [dollar amount] require leadership sign-off.

  Review date
  This charter will be reviewed every [3/6] months.
  ```
</Accordion>

***

## Operating Rhythm Planner

Map out your cadence for the first 12 weeks. Adjust the frequency based on what your team can sustain.

<Accordion title="Copy the Operating Rhythm Planner" icon="copy">
  ```text theme={null}
  Operating Rhythm Planner — [Your Organisation]

  Weekly
  - Quick check: did each Champion start at least one task in AI? (Yes/No)
  - Driver posts a prompt in the async channel

  Fortnightly
  - Show-and-tell: one Champion screen-shares a real workflow (30 mins)
  - Open to Champions group only in the first 4 weeks, then broader team

  Monthly
  - Champion Huddle: wins, blockers, new use cases (30–45 mins)
  - Update the Opportunity Tracker
  - Count recurring AI workflows (your leading indicator)

  Quarterly
  - Run the confidence pulse survey (1–5 score)
  - Re-place the team on the maturity scale
  - Review governance: retire what is not working, evaluate new tools
  - Run the "what if" refresh: what would you build if AI did 80%?

  Key dates
  - Week 1: [Date] — Champions kickoff
  - Week 4: [Date] — First showcase to broader team
  - Week 6: [Date] — First sentiment pulse survey
  - Week 12: [Date] — Second sentiment pulse survey and quarterly reset
  ```
</Accordion>

***

## Opportunity Tracker

Track every AI use case your Champions test. This becomes your evidence base for scaling decisions and budget conversations.

<Info>
  The Accelerator has a full guide on setting up and using the Opportunity Tracker, including a <a href="/driver/toolsAndWorkspaces/aiOpportunityTracker/opportunityTrackerOverview">Tracker Overview</a> and a step-by-step guide to <a href="/driver/toolsAndWorkspaces/aiOpportunityTracker/createSharepointForm">creating a SharePoint submission form</a>.
</Info>

<Accordion title="Copy the Opportunity Tracker columns" icon="copy">
  ```text theme={null}
  Opportunity Tracker — Column Structure

  1. Use Case — What is the task or workflow?
  2. Tool — Which AI tool was used?
  3. Team / Department — Who tested it?
  4. Owner — Who is the Champion responsible?
  5. Size — Small (saves minutes), Medium (saves hours), Large (changes a workflow)
  6. Status — Testing / Working / Scaled / Retired
  7. Outcome — What happened? Time saved, quality improved, or new capability?
  8. Notes — Anything else worth capturing (limitations, risks, next steps)

  Instructions
  - Add a new row for every use case tested, even if it did not work
  - Update the status column monthly
  - The Driver reviews this tracker before every Champion Huddle
  - Use this as the basis for quarterly scaling decisions
  ```
</Accordion>

<Tip>
  Set this up in SharePoint, Notion, or whatever tool your team already uses. Do not create a new system. Put it where people already work.
</Tip>

***

## Tool Evaluation Scorecard

Use this when your Champions are comparing AI tools against specific business criteria.

<Accordion title="Copy the Tool Evaluation Scorecard" icon="copy">
  ```text theme={null}
  Tool Evaluation Scorecard — [Tool Name]

  Evaluation criteria (rate each 1–5)

  1. Research and analysis
     How well does the tool handle research tasks, summarisation, and data analysis?
     Score: [ ] / 5

  2. Content creation
     How well does the tool draft, edit, and format written content?
     Score: [ ] / 5

  3. Workflow integration
     How easily does the tool fit into existing tools and processes?
     Score: [ ] / 5

  4. Enterprise security
     Does the tool meet your data handling and compliance requirements?
     Score: [ ] / 5

  5. Ease of use
     How quickly can a non-technical team member get productive?
     Score: [ ] / 5

  Total score: [ ] / 25

  Strengths:
  Limitations:
  Recommendation (keep / trial further / retire):
  Evaluated by: [Name]
  Date: [Date]
  ```
</Accordion>

***

## AI Rollout Plan (90-day)

Use this to map out your first 90 days after the cohort ends.

<Accordion title="Copy the 90-Day Rollout Plan" icon="copy">
  ```text theme={null}
  90-Day AI Rollout Plan — [Your Organisation]

  Month 1: Foundation
  - [ ] Finalise Champions group (Driver + 3–5 Champions)
  - [ ] Share the Champions Charter with all members
  - [ ] Set up async channel in Teams or Slack
  - [ ] Run first Champion Huddle
  - [ ] Each Champion identifies one use case to test
  - [ ] Run sentiment pulse survey (baseline)

  Month 2: Momentum
  - [ ] Run first showcase for broader team
  - [ ] Update Opportunity Tracker with all use cases tested
  - [ ] Complete tool evaluation scorecards for primary tools
  - [ ] Each Champion tests a second use case
  - [ ] Driver reviews and updates governance if needed

  Month 3: Scale
  - [ ] Run second sentiment pulse survey
  - [ ] Place team on maturity scale
  - [ ] Run the adoption health analysis prompt
  - [ ] Make scaling decisions: which use cases roll out to broader team?
  - [ ] Quarterly reset: review governance, tools, and rhythm
  - [ ] Present adoption health update to leadership

  Success measures
  - Number of recurring AI workflows: [target]
  - Confidence pulse average: [target]
  - Use cases in Opportunity Tracker: [target]
  - Team members actively using AI weekly: [target]
  ```
</Accordion>

***

## Adoption Health Analysis Prompt

This is the prompt from the Measuring Adoption page. Keep it here for easy reference.

<Accordion title="Copy the analysis prompt" icon="copy">
  ```text theme={null}
  You are an AI adoption health analyst for a programme lead. I have uploaded my team's adoption data from three sources: our sentiment pulse survey results, AI platform usage data, and AI win/opportunity tracking.

  Analyse this data and produce a one-page leadership update covering four dimensions:

  Confidence and Skill — Rate as Strong, Developing, or Needs Attention.
  Impact and Habit — Rate as Strong, Developing, or Needs Attention.
  Culture — Rate as Strong, Developing, or Needs Attention.
  Business Outcomes — Rate as Strong, Developing, or Needs Attention.

  Then provide:
  - Overall maturity placement: Curious, Exploring, Embedded, or Integral
  - Overall health summary in one sentence
  - Top three wins this period with evidence
  - Top five AI use cases ranked by frequency or impact
  - Top risk that leadership needs to be aware of
  - One recommendation that requires senior support or a decision

  Rules: plain language, no jargon, one page maximum, evidence-based only.
  ```
</Accordion>

***

## Quick checkpoint

<CardGroup cols={4}>
  <Card title="Charter ready" icon="circle-check">
    You have a Champions Group Charter to share with your team
  </Card>

  <Card title="Rhythm planned" icon="circle-check">
    You have mapped your weekly, monthly, and quarterly cadence
  </Card>

  <Card title="Tracker set up" icon="circle-check">
    You know how to set up and maintain the Opportunity Tracker
  </Card>

  <Card title="90-day plan" icon="circle-check">
    You have a clear plan for the first three months after this cohort
  </Card>
</CardGroup>

<div className="mt-8" />

<Card title="Back to Week 7 introduction" icon="arrow-left" href="/leadership-cohort/week-7-wrap-up-rollout/introduction">
  Return to the Week 7 overview
</Card>