Know which AI tools your team uses.
Consulting edition · Industry guide and worked example included
Bring scattered AI use into one clear inventory, with the questions and next actions your team needs.
For you if nobody can say which AI tools your people use on client work.
Plan 45 to 60 minutes to set up, allow a one-week survey window, then 30 minutes for the initial review. Follow-up and evidence collection take additional time. Planning estimates assume the relevant information is available. They are not completion or approval guarantees.
See what you’ll have readyAlso in AI Readiness Bundle · $649 or AI Foundation Bundle · $599 or AI Management Bundle · $849.
Why not a spreadsheet?
| Recurring task | With this kit | With a basic spreadsheet |
|---|---|---|
| Chasing teams that have not responded | Each team’s coverage record shows people invited, responses received and the reason anything is missing. The report keeps the gap in view. | Who replied lives in another tab or an inbox, and the gap disappears from the summary. |
| The quarterly review | Every use has an owner and a next review date, so the review starts from the same record. | Owners and dates drift across copies, and the list is rebuilt each quarter. |
| A decision someone questions later | Each decision keeps its reason, conditions, owner and date next to the use. | A cell says Approved. The reason is in an email thread. |
| The leadership report | The report is generated from the same record: uses, risks, coverage gaps and the action handover. | Someone writes the summary by hand, each time. |
Actions export as CSV for the tracker your team already uses. The kit records what people disclose and what you review. It does not scan devices or monitor staff.
What you’ll have ready
- An inventory you can work from
- Record the tools people use, who uses them, and where client information is involved.
- A focused risk review
- Review the uses that need attention and capture what you still need to find out.
- A next-action list
- Give follow-up work a named owner and take the report to your next team review.
Based on disclosures and records you review. It does not scan devices or monitor staff.
Start where you are
Start with your current tool list. If you do not have one, send the included eight-question staff survey.
Excel and CSV import included.
- Bring your AI inventory and action records.
- Match the columns and review duplicates before adding them to the dashboard.
- Choose Manual import, or Prepare a file with your AI with the included prompt and your work-approved assistant.
- Manual import works without any AI tool. Your file is read on your computer and nothing is sent anywhere.
Free guides: What is shadow AI? A practical guide · AI vendor risk assessment: what to check
Gather the facts
Use existing records and staff responses to record how AI is used.
Review the gaps
Check the entries with the people doing the work. Identify the uses that need attention.
Share the next actions
Review the report and move agreed actions into the place your team already tracks work.
See the workspace
Download the ZIP, extract it, and open START-HERE.html in a current desktop version of Chrome, Edge, Safari or Firefox. Save your work file to keep a copy you can load next time.
Files included in your download
- START-HERE.html The local dashboard. Open this after you extract the folder.
- Sample-Dashboard.html A completed fictional Northline Advisory example to explore.
- Sample-Report.pdf The fictional example’s report, watermarked Fictional example.
- Sample-Report.html The same fictional report as a web page.
- KIT-GUIDE.html What each part of the kit is for.
- INDUSTRY-GUIDE.html Questions, examples and starting points for your industry.
- AI-Completion-Guide.html Optional prompts for your approved AI assistant. You review every answer.
- AI-Inventory-Import.csv Column headings for importing an AI inventory.
- Staff-Briefing.html A short briefing you can walk through with the team.
- STAFF-EXERCISE.txt A short exercise to run with your team.
- STAFF-SURVEY.txt Eight questions and the email that sends them. Import the sheet in the dashboard.
- Reference/License-and-scope.txt A copy of your license.
- Reference/Sources-and-scope.txt Sources, scope and the package revision.
- Reference/Templates.docx Editable working materials.
- READ-ME-FIRST.txt The first steps, in order.
- CHECK-YOUR-COMPUTER.html A one-minute check before you start on a work laptop.
- IF-SOMETHING-IS-BLOCKED.txt What to try, and what to send IT, if a browser blocks a file.
- LICENSE.txt, PURCHASE-TERMS.txt and REFUND-POLICY.txt Your license, purchase terms and refund policy.
- manifest.json Every file with its SHA-256 checksum, to check your download.
Using this with other kits
Use the inventory in your existing tool review or policy process. If you also use the Policy kit, transfer the records with Move records to another kit and review them before approving any tool.
Questions
License
Standard kits cover internal use by one purchasing company. A consultancy can use a standard kit for its own business. Delivering branded kit copies to clients requires the separate Practitioner License and its client allocations.
Updates
Updates are included for 12 months from purchase.
Refund
Not the right fit? Contact us within 14 days of purchase for a refund. See our refund policy.
Built around Management, strategy and business consultancies
Organize research, associate-consultant use and engagement restrictions, then prepare answers backed by your records.
- Which engagement permits AI use, and for what purpose?
- Who verifies the sources behind a recommendation?
- Can associates reuse client material in another engagement?
Your download includes INDUSTRY-GUIDE.html, STAFF-EXERCISE.txt and a worked Northline Advisory example alongside the complete core kit. The editable workspace starts with your own blank records.
Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.