Frameworks, Playbooks and Perspectives
Each piece teaches one way of working. Where a checklist or guide helps, it’s included.
- Framework
Governance Is the Foundation, Not the Brake
The four questions every leader asks about AI, in the order they ask them, and why governance has to come first.
3 min read - White paper
Designing AI Agents That Deliver Outcomes
Six best practices for building an enterprise AI and automation capability in financial services, from operating model to graduated autonomy.
1 min summary - Playbook
From Strategic Plan to Monday Morning
How to turn a three-to-five-year strategy into one-page tactical plans every department can run, read together and be held to.
3 min read - Case study
Reading the Plans Together: A Case Study in KPI Alignment
Fifteen department tactical plans, read side by side against the enterprise KPIs, and how the review changed the way the executive team meets.
1 min summary - Guide
Vendor Management Operating Guide
Managing vendors in a modular credit union technology stack: accountability, selection, review and AI-vendor oversight.
1 min summary - Perspective
We Know AI Can Run the Mile. How Fast Can It Get?
Why the next frontier is not building AI agents but measuring their capacity to improve, with Lean Six Sigma.
2 min read
AI Governance Checklist for Credit Unions
Aligned to the NIST AI Risk Management Framework.
Read the checklist