THE COMPANION TOOLKIT
Ten practical resources to assess readiness, compare costs, organise governance and guide your first 90 days.
3 Excel workbooks · 3 Word templates · 4 PDF guides
INSIDE THE TOOLKIT
Three Excel workbooks with editable input cells and protected formulas, three editable Word templates and four printable PDF guides. The Start Here guide maps every resource to the book and explains how to begin.
EVERY FILE, AT A GLANCE
The book explains the approach. These companion files help you apply selected tools to your own context.
Assess four readiness dimensions, compare use cases against seven criteria, and review data readiness and the maturity matrix. Includes a worked example and a Your Decision summary tab.
Work towardsA use case shortlist, readiness gaps and a 30-day action plan to review with the process owner.
See chapter 3 in the book contentsCompare three-year costs across already-have, build, buy and partner options. Includes a vendor scorecard, knockout criteria, contract checklist and pilot cost worksheet.
Work towardsA side-by-side view of vendor options, cost assumptions and open questions.
See chapter 5 in the book contentsKeep an AI inventory, use case assessments, approved tools, policy records, vendor due diligence, reviews and incidents together. A risk register and management dashboard complete the pack.
Work towardsA working record of AI initiatives, responsibilities, risks and review actions.
See chapter 7 in the book contentsAdapt a seven-section policy covering approved use, data boundaries, verification, accountability and escalation.
Work towardsA concise policy setting out allowed use, human review and escalation.
See chapter 7 in the book contentsSet out the problem, approach, investment and expected value in time, quality and learning. Designed for an initial sponsor discussion without forcing a speculative financial ROI.
Work towardsA concise proposal with the problem, expected value and decision requested.
See chapter 3 in the book contentsAdapt four role profiles: AI-Savvy Analyst, Data Steward, AI Governance Lead and Process Redesign Specialist.
Work towardsA set of role descriptions to discuss ownership and skill needs.
See chapter 10 in the book contentsPrepare a four-part sponsor conversation and work through six common objections with suggested responses.
Work towardsA set of responses and evidence needs for a sponsor discussion.
See chapter 3 in the book contentsPlan four phases over eight weeks, with activities, owners, evidence and decision gates on one printable page.
Work towardsA phased pilot plan supporting a scale, pivot or pause decision.
See chapter 9 in the book contentsPlan practical actions for awareness, desire, knowledge, ability and reinforcement alongside the pilot.
Work towardsAn adoption plan covering communication, learning and support.
See chapter 11 in the book contentsTrack activities across the first 90 days, with four gates and references to the resource needed at each stage.
Work towardsA printable tick-box plan leading to a scale, pivot or pause decision.
See chapter 12 in the book contentsAlso included: a Start Here guide and the licence for your chosen edition.
HOW TO USE THE TOOLKIT
Open Start Here, then begin with workbook 01: assess readiness, score your candidate use cases and review the decision summary. Use the book for the reasoning behind the tools.
Keep a clean original. Fill the teal input cells or bracketed Word prompts, and review the calculations. Replace sample governance records before operational use.
Discuss the scores and assumptions with your process owner and sponsor. Use the 90-Day Tracker to choose the next resource and record the decisions.
CHOOSE YOUR TOOLKIT
Choose the standalone toolkit for all ten resources; no book purchase is required. If you also want the PDF book, choose a bundle.
Prices in EUR · One-off purchases
Digital downloads · GumroadGumroad handles payment and file delivery. Prices exclude applicable VAT or sales tax, added at checkout based on your location. No shipping or handling fees.
A companion to the book. The Start Here guide explains the files and suggests where to begin. You can buy the toolkit on its own; the book adds the reasoning and worked examples behind the approach.
TOOLKIT ONLY · GUMROAD
All ten companion files for your own professional work.
€69.99One-off payment · 1 user · Plus applicable tax
Digital download · No shipping or handling fees
Recommended
The complete book and the companion files, together.
Save €9.99 before tax compared with buying the PDF and toolkit separately.
€99.99One-off payment · 1 user · Plus applicable tax
Digital download · No shipping or handling fees
TEAM EDITION · GUMROAD
The PDF book and toolkit for up to five users in one organisation.
€249.99One-off payment · Up to 5 users · Plus applicable tax
Digital download · No shipping or handling fees
Need a wider licence?
For more than five users or organisation-wide use, request an Enterprise quote.
14-day digital refund policy & order support · Digital licence terms
Gumroad shows the applicable tax and final order total before payment, then provides access to your downloads. Printed books and advisory services are separate purchases. Read the licence · Purchases and support.
ALREADY PURCHASED?
Use the “View content” link in your Gumroad receipt. Save your toolkit files and open the Start Here guide first.
Send your order reference and a short description of the issue.
Get help with a download →You can buy the toolkit separately. The included Start Here guide explains the resources and where to begin. The book provides more context, explanations and worked examples; the chapter links above point to the book contents, so you can find the relevant chapter in your copy.
The download contains .xlsx workbooks, .docx templates and .pdf guides. Use Microsoft Excel and Word, or applications that support those formats, plus a PDF reader. Features and layout can differ in other applications.
The sheets protect formulas from accidental edits. Teal cells are for your inputs; blue-grey areas contain calculated results. To adapt the structure, use Excel’s Review → Unprotect Sheet command. No password is required. Keep an untouched copy before changing formulas.
No. The workbooks use standard spreadsheet formulas. Follow your organisation’s normal file-security and approval procedures.
Your Gumroad receipt includes a “View content” link to your files. Keep a copy of your purchased files and order reference. For access questions, send a support enquiry.
The three Excel workbooks and three Word templates are editable. The four PDF guides are static pages for reference, printing and handwritten planning; they are not fillable PDF forms. A Start Here guide and licence are included in addition to the ten resources.
Companion downloads are purchased separately through the toolkit or a PDF + Toolkit bundle. A paperback or hardcover purchase includes the book itself.
Choose an individual package for one user, or Team for up to five users in one organisation. For more than five users or wider internal access, ask about an Enterprise licence.
Explore Generative AI for Finance Leaders for the contents, a free reading sample and the available editions.