Practical tools. Ready to use or feed to AI.
Two types: downloadable templates and an AI prompt library. Tagged by track. Free to use. No email required.
Templates
Benefits Realization Framework
Track AI initiative benefits over time. Adapted for AI portfolios where benefits take longer to materialize.
AI Initiative Assessment Scorecard
Evaluate AI proposals at portfolio level: benefit clarity, data readiness, governance, risk profile.
AI Change Readiness Assessment
Six-dimension assessment: governance, capability, process, data culture, leadership alignment, change capacity.
Grant PM Compliance Checklist
PM maturity indicators donors and auditors look for. Self-assessment for NGOs preparing grant applications.
Stakeholder Map & Engagement Plan
Map stakeholders by influence and interest; plan tailored engagement strategies for each segment.
PMP Exam Readiness Tracker
Self-paced tracker mapped to the latest PMI Examination Content Outline.
Prompts
Stakeholder Communication Draft
Context: Need to communicate project status to a mixed stakeholder audience.
Help me write a project status update. Project: [name]. Status: [on track/at risk-explain]. Progress this period: [what was completed]. Issues requiring attention: [describe]. Decisions needed: [what you need from stakeholders]. Audience: [describe]. Write in a direct, factual tone. Lead with what matters most to this audience. Maximum 250 words.
Best for: Weekly/monthly status reports, donor reporting
Meeting Summary and Action Extractor
Context: Have notes or transcript from a project meeting and need a clean summary with actions.
Here are meeting notes: [paste notes]. Extract and organize: (1) KEY DECISIONS made, (2) ACTION ITEMS-what, who, by when, (3) OPEN QUESTIONS not resolved, (4) RISKS OR CONCERNS raised. Format as a structured document to share with the team. Keep each section brief and scannable. If notes are unclear on any point, flag it rather than guess.
Best for: Post-meeting follow-ups, weekly team syncs
AI Initiative Team Communication
Context: Need to communicate an AI initiative to a team that may be skeptical or worried.
Help me write an internal communication about: [describe AI initiative - what tool or change, what it replaces or augments]. Likely team concerns: [list concerns]. Be direct and honest - do not minimize concerns or oversell benefits. Cover: (1) what is changing and why, (2) address concerns honestly, (3) support and training available, (4) how we will measure whether it works. Maximum 300 words.
Best for: AI Change Leadership program, organizational AI adoption
Grant Application PM Section
Context: Writing the project management section of a grant application.
Help me write the PM section for a grant for: [describe program - what it does, for whom]. Donor: [describe funder type]. PM competence areas the donor will assess: (1) delivery planning and milestones, (2) risk management, (3) M&E approach, (4) team structure and accountability. Write concisely with specific, verifiable claims - not generic statements about 'best practices'. Use PMI-aligned language where appropriate. Maximum 500 words.
Best for: AI for Project Mission program, grant application preparation
All resources are free. More templates and prompts are added as we build them in real client work.