The instruments, offered as they are.

The templates, checklists and worksheets we carry into an engagement, anonymised. One field to have one sent; nothing else is asked of you, and nobody follows up.

Given away

instruments, from 5 services

6 instruments, from 5 services.

Template D.01

The opportunity ledger

The sheet every audit ends on: every candidate move, its cost, its benefit, its owner, and a column for the ones we advise against.

Candidate, cost, benefit and payback columns with the arithmetic shown
A 'not this' column, the moves argued against, and why
The twelve-month sequence tab, with owners

XLSX · 4 tabs · 210 KB

Model D.02

Margin map rebuild

Contribution by product, store and basket, rebuilt from the general ledger rather than the management pack. The structure, not your numbers.

Ledger-to-contribution mapping with allocation rules made explicit
The three cuts (product, site, basket) as separate tabs
A reconciliation tab back to the statutory margin

XLSX · 6 tabs · 480 KB

Worksheet D.03

Process measurement sheet

What we carry onto the floor: a step log with time, touches, waits and rework, designed to be filled with a stopwatch and a pencil.

Step log with start, stop, wait and rework columns
The 'undocumented step' flag and its reason field
A summary tab that turns six weeks of logs into one page

PDF + XLSX · 2 files · 350 KB

Checklist D.04

Regulatory inventory checklist

The questions that found sixty-one systems where the firm had counted fifteen, for the EU AI Act, adaptable to DORA and Consumer Duty.

The inventory questions, by system owner
Tier classification with the obligations each tier carries
A register template the risk team can keep

PDF + XLSX · 2 files · 290 KB

Worksheet D.05

Evaluation threshold worksheet

Agree the threshold before launch or you will agree it after. One page for the metric, the baseline, the floor, the owner and the date it is reviewed.

Metric, baseline, floor and ceiling with the reasoning
Named owner for the threshold and for the data
The review calendar and what happens on a breach

PDF · 2 pages · 120 KB

Checklist D.06

Handover rehearsal script

The two rehearsals, the one we watch and the one we say nothing in, as a script, with the failure modes we have seen and what each one means.

Rehearsal one: the walk-through with prompts
Rehearsal two: the silent run and its scoring
Twelve failure modes and the fix for each

PDF · 9 pages · 180 KB

Demo forms, wire each to your own endpoint

Why we give these away.

They are instruments, not advice. The template is not the work. Take them, adapt them, keep them. If one of them shows you the problem is smaller than you thought, that was the right result.