What the toolkit gives you
Each file has a defined job in the authorization cycle. The public reference copies use fictional examples so a quality, process, system, or governance leader can see how the method works before deciding whether to license editable implementation files or request support.
AI Use Inventory
Captures the actual task, system, users, data and records involved, downstream decision, current status, and named owners, including unapproved use that would otherwise remain invisible.
Gate Decision Record
Records what was reviewed, which evidence supports the decision, what limits apply, who is accountable, and which finding or change would trigger reconsideration.
Workflow Evaluation Scoring Sheet
Structures representative-case evaluation, critical-failure handling, reviewer performance, omissions, false alarms, holdout results, and the resulting gate recommendation.
User Guide and Role Cards
Explains how the pieces fit together and gives process owners, system owners, data owners, quality owners, reviewers, and evaluation leads a role-specific starting point.
Editable implementation toolkit
For teams ready to adapt the operating records locally, the license includes clean editable copies of the inventory, Gate Decision Record, and scoring sheet, plus the user guide and role cards.
- Clean editable implementation files
- Internal-use license for one organization
- Records aligned to the six-stage authorization cycle
- Local document control, approval, protection, and release remain with your organization
Stage 0 AI Use Inventory and Ownership Review
For a QA or governance leader who needs a practical starting point, this engagement focuses on one selected operating area. It identifies actual AI-supported work, including known unapproved use, and establishes the ownership and disposition needed before deeper qualification or implementation work begins.
You receive
- A facilitated Stage 0 working session with the relevant quality, process, system, and data representatives
- A populated draft AI Use Inventory for the selected operating area, based on information your organization provides
- An ownership map identifying unresolved process, system, data, and quality-accountability gaps
- A prioritized disposition list: register, contain, prohibit, assign ownership, or advance for Stage 1 assessment
- A leadership readout with immediate actions, evidence gaps, and recommended next decisions
Scope boundary
This is an inventory-and-ownership engagement, not system validation, supplier qualification, legal advice, a Part 11 determination, or authorization for routine use. Any later evaluation, implementation, remediation, or controlled-document work requires a separate written scope and approval.
The selected operating area, participants, source readiness, schedule, and fixed commercial terms are confirmed in a written work order before work begins.
Start Monday
Inventory actual AI use, not just approved vendors. For each use, identify the task, source systems, records and data involved, users, output, downstream decision, ability to act, and the process, system, data, and quality owners. Do not treat discovery as authorization: use the inventory to decide what must be contained, prohibited, assigned, or evaluated next.