Engagements

RIGHT-SIZED GOVERNANCE

AI Governance Blueprint

A right-sized AI use policy built from a guided conversation, not a generic template — one that encourages experimentation instead of just restricting it.

What It Is

Most AI policies are either copy-pasted boilerplate or IT-driven lockdowns that kill adoption before it starts. This is different: a guided conversation covering business context, shadow AI, experimentation appetite, and oversight needs, that builds a modular policy document — seven core sections always included, six conditional modules that only appear when they’re relevant to you. HR-owned, not IT-owned, and built to give your team a framework they can keep building on.

GUIDED SESSION, 1-2 HOURS · $500

Delivered as a live, guided conversation — you walk away with a documented policy, not a form to fill out alone.

Start with a Reality Check →

What’s Included

• ✓ Guided intake conversation. A structured discussion covering business context, shadow AI, experimentation appetite, stipend willingness, customer-facing AI, and oversight.
• ✓ Modular policy document. Seven core sections always included, plus conditional modules that appear only when they apply to your business.
• ✓ HR-owned framing. Positioned to build comfort and encourage experimentation, not just restrict what people can do.
• ✓ Right-sized scope. Only the sections relevant to your business make the final document — no generic boilerplate.
• ✓ A framework to build on. A solid governance foundation your team can refine and extend as your AI usage matures.

ADD-ON OR STANDALONE

Shadow AI Discovery Scan

A direct technical verification of the AI tools already running in your business — not a survey guess, actual evidence: connected apps, browser extensions, network traffic, and the AI subscriptions your team is quietly expensing.

What It Is

Most organizations that believe they have visibility into their AI usage are relying on self-report. This scan replaces belief with evidence. You leave with a Shadow AI Report: detected tools, the data each one touches, and what to fix first.

Complete a short intake form — no booking required. Your Shadow AI Report is delivered by email, with next-step recommendations if a full Engagement is warranted.

Start with the Free Exposure Check →

What’s Included

• ✓ SaaS & OAuth app audit. Connected apps and AI tools employees have authorized through SSO or personal accounts.
• ✓ Browser extension inventory. AI-related extensions across managed devices, where available.
• ✓ Network & expense review. Traffic to known AI vendor domains and AI subscriptions expensed outside IT.
• ✓ Perception vs. reality gap. Where self-reported AI usage diverges from what’s actually running.
• ✓ Shadow AI Report. Delivered by email — detected tool inventory, data sensitivity, and prioritized remediation, with recommended next steps into the full Engagement where warranted.

TARGETED ENGAGEMENT

AI Agent Exposure Engagement

A focused, four-week assessment of the AI agents already running in your business — where they touch your systems, what they can access, and where governance gaps could turn into real exposure.

What It Is

Triggered by your free AI Agent Exposure Check, this engagement goes deep on the governance question that check surfaces. Four weeks, fixed fee, six governance domains — identity and access, data exposure, audit and logging, task approval, change control, and incident response. You leave with a documented risk posture and a prioritized remediation plan, not a slide deck.

4-WEEK ENGAGEMENT, FIXED FEE · $6,000

Scoped to a single organization’s agent footprint. Multi-entity or multi-location engagements are quoted separately.

Start with a Reality Check →

What’s Included

• ✓ Identity & access review. What your agents can authenticate as, and whether that access is scoped correctly.
• ✓ Data exposure mapping. Where agent activity touches sensitive or regulated data, and how it’s contained.
• ✓ Audit & logging assessment. Whether you could reconstruct what an agent did, when, and why — after the fact.
• ✓ Task approval controls. Where human sign-off is required before an agent acts, and where it’s missing.
• ✓ Change control review. How agent behavior and permissions get modified, and who’s watching when they do.
• ✓ Incident response readiness. What happens the day an agent does something it shouldn’t — and whether you’re ready for it.
• ✓ Documented risk posture & roadmap. A prioritized remediation plan you can act on immediately, or hand to your team.

FLAGSHIP ENGAGEMENT

90-Day AI Readiness Sprint

A focused engagement to build the foundation your team can run on — assessment, prioritized roadmap, change plan, and the adoption mechanics that turn pilots into daily practice.

What It Is

Ninety days of focused work to move your organization from “we should probably do something about AI” to a real, running operating model. We build the plan, put the adoption mechanics in place, and leave behind a team that can sustain it without me.

Founding rate locks in the price for any future engagement — a thank-you for backing the work early.

Start with a Reality Check →

What’s Included

• ✓ AI readiness assessment. Where you are today across people, process, tools, and data.
• ✓ Prioritized roadmap. A focused plan — what to do in the first 30, 60, and 90 days, and what to deliberately not do.
• ✓ Change & adoption plan. Cadences, coaching mechanics, and habit-building so AI actually gets used.
• ✓ Governance & guardrails. Practical policy, responsible AI principles, and risk framing sized to your business.
• ✓ 10-course AI foundations curriculum. Beginner-to-intermediate training for your team — the same workshop series available standalone, included at no additional cost.
• ✓ Working sessions throughout. I’m at the table, not delivering a deck and disappearing.
• ✓ Handoff that sticks. Documentation, rituals, and a team that can run this on its own.