Templates, prompts and toolkits that make AI useful at work
Practical AI for real work
Built by a finance professional who uses these tools every week. Every kit comes with worked examples, so you can see exactly how it works before you start.
Practical AI for real work
Built by a finance professional who uses these tools every week. Every kit comes with worked examples, so you can see exactly how it works before you start.
Made by someone who uses them, not a template factory.
See a finished version before you fill in your own.
Files arrive straight after checkout.
Clearly labelled, so you know what you need.
Adoption Tracker, Playbook & Honest Benefits Reviews
Make AI adoption stick, and show what it's really worth.
For whoever leads AI in their team: the champion, the digital lead, or the manager who's been asked to get everyone using Copilot or ChatGPT. You don't need to be technical.
THE RULE THAT RUNS THROUGH IT
Brilliant, but new here. Treat AI like a brilliant new starter. Brief it. Check it. Own it.
WHAT'S INSIDE
• The AI Champion's Playbook (PDF, 17 pages): a week-by-week first month, the one-page rule, picking your first use cases, 30 and 60-minute session plans with the follow test, writing a standing brief, checking output without redoing it, the four-week review, answering "will AI replace me?", reporting to leaders and keeping it going
• Excel tracker: 25 starter ideas by team, a use case log, session log, four-week benefit reviews and a dashboard
• Honest benefits: savings only count once the person who owns the task confirms them and is still using it
• True value: each team's cost to employ, or a simple hourly rate, turns confirmed hours into a money value
• Word worksheets: a session planner, a standing brief and a quarterly update for leaders, ready to fill in
• 5 AI prompts for planning sessions, writing briefs, running reviews and reporting
• Worked examples and blank versions
The tracker holds up to 100 use cases, 50 sessions and 8 teams.
Works with Microsoft Copilot, ChatGPT, Claude and Gemini. The tracker needs Excel 2019 or later, including Microsoft 365 and Excel for the web. It doesn't work in Google Sheets. Instant download.
For use within one organisation. Please don't resell or share it publicly.
Setting the rules first? The AI at Work Starter Kit has the policy. Want a record of who knows what? The AI Literacy Kit tracks AI literacy by role.
Complete sets, priced lower than buying each item separately.
Complete sets, priced lower than buying each item separately.
Complete sets, priced lower than buying each item separately.
Complete sets, priced lower than buying each item separately.
Complete sets, priced lower than buying each item separately.
Start with something free
Free templates and guides, so you can see the quality before you buy.
Only for products in the Microsoft 365 Copilot collection. Everything else works with any AI tool, including ChatGPT, Gemini and Claude
Depending on the product: PDF playbooks, Word guides, Excel trackers and PowerPoint decks. Each listing says exactly what is included.
You can download them straight after checkout, and you get an email with your link too.
Yes, within one organisation. Please don’t resell or share them publicly.
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