Pillar 1 Deliverable Templates
These example deliverables from the NorthRidge case study demonstrate the tangible outputs from a Pillar 1 engagement. Use these as templates for your own engagements.
Executive Guardrails Brief
The Guardrails Brief establishes the strategic boundaries for AI adoption. It documents risk tolerance, non-negotiable requirements, and governance structure before any technical work begins.
Key Sections:
- Executive Summary
- Strategic Intent
- Risk Tolerance Framework (Acceptable / Conditional / Unacceptable)
- Non-Negotiable Requirements
- Governance Structure with Named Sponsors
- Signature Block for Executive Approval
Prioritized Agent Portfolio
The Agent Portfolio documents the 2-3 AI agents selected for development, including business case, 5-Lens scores, and named owners.
Key Sections:
- Executive Summary
- Agent Details (Owner, Business Case, 5-Lens Scores, Expected Outcome)
- Selection Rationale
- Deferred Opportunities (Backlog)
Agent Propagation Plan
The Propagation Plan shows how each selected agent will flow through Pillars 2-5, ensuring consistent assessment across Data, Trust, UX, and FinOps dimensions.
Key Sections:
- Executive Summary
- Pillar 2: Data Readiness requirements per agent
- Pillar 3: AI Protection & Trust risk profiles
- Pillar 4: Experience Design integration points
- Pillar 5: FinOps cost models and ROI measurement
- Timeline Overview
Using These Templates
Related Materials
- Pillar 1 Methodology Guide - Full delivery process with example deliverables
- Decision Workshop Guide - Workshop facilitation guide
- 5-Lens Prioritization Tool - Interactive scoring framework