Appendix G
Templates to download
The thirteen templates of the assessment are in one Word document, so the project team can fill them in offline, copy them into its own working papers or share them before a workshop. The document has two parts: the blank templates, and the same templates filled in for reference use case 1, engagement launch at a global audit, tax and advisory firm.
Download
The document opens in Microsoft Word and in other editors that read Word files. It has no macros.
What is in the document
- About this document. What the document holds, where the method is described, its conventions and its license.
- Part 1. Blank templates. T1 to T13, each with its note on how to use it: purpose, when to fill it, who owns it, how to fill it and what it feeds. These are the templates of Section 7.
- Part 2. Templates filled in for use case 1. The same templates filled in for engagement launch, with the figures and a note on why each one is filled the way it is. This is the worked example of Section 8. The firm and all its figures are illustrative.
- Sources, notices and the author. The sources the templates cite, with their numbers in the shared endnote list, the notices and disclosures, and a note about the author.
Using the document
- Text in grey italic brackets, such as [Name, title], is a prompt to replace. Add rows as needed, and keep an owner and a date against anything the client has confirmed.
- Section, figure and appendix numbers in the template notes refer to this guide, or to the handbook where the note says so. In the document, each one links to its page on this site.
- Superscript numbers refer to the shared endnote list in the handbook (Appendix B); the document lists the sources it cites at the end, with the same numbers.
- The pages of this guide are the current version of the templates. If the two ever differ, follow the pages.
License and permissions
The document is part of the toolkit and has the same license, CC BY-NC-ND 4.0, with two additional permissions:
- For assessments. You may fill in and adapt the templates to run AI control plane assessments, inside your organization or for clients, including in paid work, provided each completed report or readout carries the credit line given in Appendix E.
- For your own work. You may adapt the templates for any other work of your own and share the adapted versions inside your organization or with clients, including in paid work, provided each one carries the credit “Adapted from the AI Control Plane Assessment toolkit by John Fisher, used with his permission.”
Neither permission covers selling the toolkit or the templates, or publishing changed versions of them. Appendix E has the full notices.