Qualification brief
Fit, authority, data, urgency, budget, decision owner, and stop conditions
Delivery toolkit · editable and printable
The work between a good idea and a safe handoff.
Eighteen reusable materials keep discovery, decisions, scope, implementation, testing, training, and ownership visible.
Discovery guide
Goals, current process, evidence, systems, exceptions, owners, and success definition
Process map
Trigger, steps, handoffs, systems, friction, evidence, failure, and fallback
AI opportunity assessment
Value, effort, risk, readiness, proof, authority, and disposition
Risk classification
Data, customer impact, autonomy, reversibility, monitoring, and legal-review flags
Vendor comparison
Requirements, pricing basis, limits, data, integration, export, support, and switching
Build-versus-buy
Differentiation, maturity, cost, control, maintenance, exit, and recommendation
ROI estimate
Baseline, labor capacity, recovered value, total cost, sensitivity, and evidence confidence
Scope brief
Outcome, in-scope, exclusions, assumptions, responsibilities, timeline, and acceptance
Proposal
Problem, recommended engagement, work plan, example investment, risks, and next decision
Statement of work
Deliverables, milestones, dependencies, change control, acceptance, and legal-review flags
Implementation plan
Owners, access, configuration, migration, pilot, fallback, launch, and handoff
Acceptance test
Functional, safety, failure, data, accessibility, performance, and owner sign-off
Training plan
Audience, scenarios, materials, proficiency check, backup operator, and refresh
Operating procedure
Trigger, review steps, authority, exception, audit, close, and escalation
Handoff record
Accounts, owners, exports, documentation, open issues, warranties, and acceptance
Maintenance plan
Checks, knowledge review, vendor changes, incidents, access, costs, and renewal
30-day review
Adoption, quality, timing, failures, value evidence, scope decision, and next actions
Completed synthetic examples
See the materials filled, not just named.
Marigold Studio booking-control pilot
Synthetic baseline, opportunity score, Acuity-versus-Square trial decision, ROI range, authority boundary, acceptance tests, and 30-day review.
Canopy & Pine inquiry-to-dispatch pilot
Synthetic intake, estimate preparation, dispatch status, Jobber-versus-Housecall Pro comparison, risk controls, operator training, and fallback.
Acceptance testing sheet
Normal, ambiguous, unsafe, duplicate, permission, outage, rollback, mobile, keyboard, reduced-motion, and audit-history cases.
Editable sources
Plain Markdown, designed to survive a tool change.
Source files use labeled fields, checklists, decision tables, and explicit legal-review flags. They can be edited in any text editor.
Download editable source packagePrintable output
A consolidated, paginated field book.
The PDF contains all 18 templates followed by completed Marigold Studio and Canopy & Pine examples.
Download printable toolkit