Ways we can help

01 · We have one immediate situation

Focused Situation Review

An AI upload, vendor feature, funder report, research use, or information request needs an answer you can stand behind.

What you get

A recommendation on what can go ahead, what should wait, who needs to sign off, and what to document.

What the work may include

• movement and sensitivity review
• authority and decision questions
• recommended boundaries and conditions
• short decision record and next steps

Expected timeframe

Anywhere from a few days to a few weeks, depending on urgency, sensitivity, whether a vendor is involved, and how many decisions are on the table.

02 · We need to understand where we stand

30-Day Data and AI Readiness Review

Questions about data, AI, reporting, research, and vendors are coming up in different parts of the organization.

What you get

A picture of where your risks are, who is responsible for what, which decisions come first, and what to put in place next.

What the work may include

• map of where information goes and where the risks are
• authority and responsibility map
• decisions that need attention first
• 30-day action plan

Expected timeframe

Usually done within 30 days, depending on how quickly we can meet with staff and review materials.

03 · We need a process for the whole organization

Governance Standard Build

Staff and leadership need consistent guidance on AI, data, research, cultural knowledge, vendors, and reporting.

What you get

A written standard staff will actually use, with defined roles, a way to record decisions, and regular check-ins for leadership.

What the work may include

• staff decision guidance
• vendor and platform review path
• leadership and board oversight
• implementation and documentation tools

Expected timeframe

Depends on how many departments are involved, what policies you already have, and how much help you want putting it into practice.

04 · These questions keep coming

Native Analytics Readiness Desk

New questions keep coming up, and staff need somewhere to take them.

What you get

Regular review sessions that keep track of decisions, open issues, and anything leadership needs to know about.

What the work may include

• recurring working sessions
• emerging question review
• decision and issue tracking
• readiness notes and leadership visibility

Expected timeframe

Usually starts with a 90-day period, then settles into whatever schedule works for you.