People ask me for templates all the time. I get it. When you're staring down a software selection or a program that's drifting, a good framework feels like the answer. And it helps. But it's a bit like handing someone a recipe for a perfect cake. The recipe is real. The technique is real. But if you've never done it before, it helps to have a baker nearby.
These frameworks are built from 25 years of pattern recognition across $500M+ in delivered programs, designed with AI, shaped by experience. They're complete, ready to use the moment you open them, and yours to keep. No engagement required.
I give them away because the value was never in the spreadsheet. It's in knowing what the answers mean.
Shaped inside real programs, refined through what worked, what didn't, and what almost went sideways.
No blank templates. Every criterion, every description filled in and ready to use from the moment you open the file.
The descriptions tell you what to look for, why it matters, and what good looks like, so the framework carries weight even without me in the room.
Every framework includes an AI Automation Legend that classifies each criterion by how much of the work AI can handle. Some criteria can be fully assessed by AI from uploaded artifacts alone. Others are AI-assisted. AI drafts the initial assessment, but validation requires human observation: interviews, workshops, reading the room. The rest are human-only: organizational dynamics, leadership behavior, cultural readiness. Things no document can capture. The legend tells you exactly where AI accelerates the work and where experienced judgment is non-negotiable.
A complete software selection framework ready to use from day one. 14 scoring dimensions, weighted by buyer situation, with built-in governance for multi-stakeholder decisions. Every criterion includes what to look for, why it matters, and what good looks like.
A structured assessment framework for large-scale ERP and enterprise platform implementations. 10 assurance dimensions with experience-encoded descriptions that define what good actually looks like across every lifecycle phase.
More frameworks coming soon.
If you’re navigating a decision these frameworks were designed for, a 30-minute conversation will tell you more than any template can.
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