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Every artefact your AI practice needs.
Already built. Ready to use.

59 documents, templates, workbooks, and decks across 8 categories. Project plans, SOWs, policy templates, assessment workbooks, training decks, proposals, client reports, and co-branded marketing materials. Everything your AI deployment practice needs to operate professionally from day one.

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📋Engagement management12🎯Sales and proposals8🔬Assessment and audit6🏗️Deployment delivery9📑Governance and policy7🎓Staff training7📊Client reporting5📣Marketing and co-branding5
📋

Engagement management12 items

Everything to run a clean engagement from first call to final sign-off. Legal templates reviewed, project templates tested in real deployments.

Statement of Work — AI Readiness Assessment
DOCX
Complete SOW with scope narrative, deliverables list, exclusions, timelines, payment terms, and liability clauses. Solicitor-reviewed.
Included for Certified Integrators
Statement of Work — M365 Copilot Deployment
DOCX
SOW for a standard deployment engagement. Includes phased delivery milestones, client obligations, acceptance criteria, and change control process.
Included for Certified Integrators
Statement of Work — AI Governance Policy Pack
DOCX
SOW for policy development engagements. Includes document list, review process, sign-off mechanism.
Included for Certified Integrators
Statement of Work — AI Monitoring Retainer
DOCX
Monthly retainer SOW with service description, review cadence, SLAs, termination clauses.
Included for Certified Integrators
Change Request template
DOCX
One-page change request for scope changes. Captures what changed, why, time/cost impact, and client approval signature.
Included for Certified Integrators
Project plan — AI Readiness Assessment
XLSX
Day-by-day task plan for a 2-day on-site assessment. Includes pre-engagement prep, interview schedule, analysis, report writing, and readout. Gantt + task list.
Included for Certified Integrators
Project plan — M365 Copilot Deployment (6-week)
XLSX
Full Gantt for a standard 6-week Copilot deployment. Phases: tenant readiness, data governance, agent build, pilot, monitoring setup, handover. Includes client task dependencies.
Included for Certified Integrators
Project plan — AI Governance Policy Pack
XLSX
10-day project plan for policy development. Includes stakeholder interviews, drafting, review cycles, and sign-off.
Included for Certified Integrators
Kick-off meeting agenda
DOCX
Standard 60-minute kick-off agenda. Covers scope confirmation, stakeholder introductions, access requirements, communication norms, and next steps.
Included for Certified Integrators
Client onboarding checklist
DOCX
Everything you need from the client before starting: admin access, licence details, data classification status, key contacts, existing tools inventory.
Included for Certified Integrators
Weekly status report template
DOCX
One-page weekly report: progress this week, planned next week, RAG status, risks, decisions needed. Send every Friday.
Included for Certified Integrators
Engagement closure / sign-off template
DOCX
Formal sign-off document at project close. Captures deliverables accepted, outstanding items, warranty period, and next engagement recommendation.
Included for Certified Integrators
🎯

Sales and proposals8 items

Proposal templates that close. Built for busy decision-makers — clear scope, clear deliverables, clear price. Three pages maximum.

Proposal — AI Readiness Assessment
DOCX
3-page proposal. Page 1: what we're proposing and why it matters. Page 2: scope and deliverables. Page 3: investment, timeline, about us.
Included for Certified Integrators
Proposal — M365 Copilot Deployment
DOCX
4-page proposal with deployment phases. Includes ROI calculator section (time saved × headcount × cost) and PSF alignment paragraph.
Included for Certified Integrators
Proposal — AI Governance Policy Pack
DOCX
2-page proposal. Designed for risk/compliance audiences. Opens with regulatory framing.
Included for Certified Integrators
Proposal — PAI-8 Audit
DOCX
3-page proposal for audit engagements. Explains the PAI-8 maturity model and what a scorecard looks like. Designed for boards and procurement.
Included for Certified Integrators
Proposal — AI Monitoring Retainer
DOCX
1-page retainer proposal. Clear service description, monthly scope, pricing, and what's excluded.
Included for Certified Integrators
Capability statement (2-page)
DOCX
About your AI practice. Your credentials, methodology, team, and what makes you different. Attach to proposals or send standalone.
Included for Certified Integrators
ROI calculator workbook
XLSX
Client-facing spreadsheet. Input: headcount, task types, hours per week. Output: estimated hours saved per year, cost of AI deployment vs value of time returned. Bring it to the discovery call.
Included for Certified Integrators
Client email templates (full set)
DOCX
7 templates: awareness email, follow-up, discovery confirmation, proposal cover note, proposal follow-up, engagement start, engagement close.
Included for Certified Integrators
🔬

Assessment and audit6 items

The PAI-8 methodology in working document form. Everything your assessor needs to run a rigorous, repeatable AI readiness or audit engagement.

PAI-8 Assessment workbook
XLSX
The core assessment tool. 8 control sheets (C1–C8), each with evidence prompts, maturity descriptors (L0–L3), scoring calculation, and finding narrative fields. Auto-calculates domain and overall scores.
Included for Certified Integrators
Stakeholder interview guide
DOCX
Interview questions for 5 stakeholder types: technical lead, operations lead, compliance officer, senior executive, end user. 40–60 minutes each.
Included for Certified Integrators
Document review checklist
DOCX
What to ask for before arriving on-site. AI policies, data classification records, system architecture, incident logs, vendor contracts. Tells the client what to prepare.
Included for Certified Integrators
Risk register template
XLSX
Structured risk log for assessment findings. Columns: control domain, finding description, current risk rating, recommended remediation, target risk rating, ownership.
Included for Certified Integrators
Audit evidence tracker
XLSX
Log of evidence collected during the audit. Document name, date, source, what control it supports, assessor notes.
Included for Certified Integrators
Assessment pre-work questionnaire
DOCX
Send to clients 2 weeks before assessment. Gathers basic information so you hit the ground running: AI tools in use, existing policies, M365 licence level, headcount.
Included for Certified Integrators
🏗️

Deployment delivery9 items

Technical checklists and working documents for M365 Copilot deployments. Every step has a document. Nothing improvised.

Tenant readiness audit checklist
XLSX
SharePoint sharing settings, sensitivity label status, guest access review, DLP policy inventory, conditional access review, MFA coverage. Pass/fail per item with remediation notes.
Included for Certified Integrators
Sensitivity label architecture template
DOCX
Pre-designed 4-label scheme (Public / Internal / Confidential / Highly Confidential) with Copilot access rules per label. Customise and implement.
Included for Certified Integrators
Copilot agent system prompt library
DOCX
10 pre-written system prompts for common Copilot agent types: IT helpdesk, HR FAQ, sales assistant, finance query, onboarding guide, meeting summariser, project status, customer service, procurement, and policy advisor. Each includes CAN/CANNOT/UNCERTAIN instructions.
Included for Certified Integrators
Connector configuration log
XLSX
Document every connector: system connected, service account used, permissions granted, date configured, least-privilege sign-off. Audit trail for each integration.
Included for Certified Integrators
PSF D1–D8 deployment sign-off checklist
XLSX
The complete pre-go-live checklist from the M365 playbook in working document form. Each control has a responsible owner, evidence field, and sign-off signature line.
Included for Certified Integrators
UAT test script — Copilot agent
XLSX
Structured UAT for Copilot agents: happy path tests, edge cases, scope boundary tests, prompt injection tests, connector failure tests, approval flow tests. Pass/fail with tester notes.
Included for Certified Integrators
Agent handbook template
DOCX
The document you leave with the client. What the agent does, what it doesn't do, how to add knowledge sources, how to modify topics, who owns it, who to call.
Included for Certified Integrators
Monitoring runbook template
DOCX
For the client's internal IT team. Where the dashboards are, what metrics to review weekly, what triggers an incident, escalation path.
Included for Certified Integrators
Incident response procedure — AI agent
DOCX
Client-facing procedure for AI agent incidents. How to identify, contain, and report. Who to notify (including the MSP). Evidence preservation steps.
Included for Certified Integrators
📑

Governance and policy7 items

Client-ready policy documents. Legally reviewed, written for business audiences, customisable in under an hour.

AI Acceptable Use Policy
DOCX
Staff-facing policy: what AI tools are permitted, what data can be used with AI, what is prohibited, how incidents are reported. 4–6 pages. Plain English.
Included for Certified Integrators
AI Procurement & Vendor Risk Policy
DOCX
Governs how AI tools and services are evaluated, approved, and procured. Includes vendor risk assessment criteria aligned to PSF D8.
Included for Certified Integrators
Data Classification Policy (AI-aware edition)
DOCX
Standard data classification extended with AI-specific rules: what each classification level means for AI processing, prompting, and output handling.
Included for Certified Integrators
Human Oversight Register
XLSX
A living document listing every AI agent in use, what actions it can take, which actions require human approval, and who is the named responsible owner.
Included for Certified Integrators
AI Incident Response Procedure
DOCX
What to do when an AI agent does something unexpected. Identification, containment, investigation, notification, and post-incident review.
Included for Certified Integrators
GDPR Article 30 — AI processing record template
DOCX
Records of processing activities for AI-related data processing. One template per AI system. Covers data categories, legal basis, retention, and Microsoft as processor.
Included for Certified Integrators
AI Risk Register template
XLSX
Ongoing risk register for AI systems in production. Inherent risk, controls, residual risk, review date, owner.
Included for Certified Integrators
🎓

Staff training7 items

Run a billable AI literacy workshop for your client with zero preparation. Decks are designed, exercises are written, facilitator notes are included.

Staff AI Literacy Workshop — half-day deck
PPTX
40-slide deck for a 3-hour workshop. Sections: What AI agents are (non-technical), how to use Copilot effectively, what to do when something seems wrong, data and privacy, hands-on exercises. Fully designed, fully branded for PAI / your company.
Included for Certified Integrators
Staff AI Literacy Workshop — facilitator guide
DOCX
Script and timing for every slide. Discussion questions, exercise instructions, common questions and answers, energy management notes.
Included for Certified Integrators
Hands-on exercise pack
DOCX
5 exercises for the workshop: effective prompting, finding information with Copilot, summarising a meeting, spotting a hallucination, deciding when not to use AI.
Included for Certified Integrators
Participant workbook
DOCX
Leave-behind for workshop attendees. Key concepts, reference card for Copilot usage, data handling rules, how to report an issue.
Included for Certified Integrators
Certificate of completion template
DOCX
Printable/PDF certificate for workshop attendees. Your branding + PAI endorsement + date + participant name.
Included for Certified Integrators
Management briefing deck (30 min)
PPTX
Separate shorter deck for senior management. Covers: what the business now has deployed, what the risks are, what governance is in place, what to expect.
Included for Certified Integrators
Incident response drill scenario
DOCX
A tabletop exercise scenario for client IT/governance teams. Fictional AI agent incident with injects. Tests the client's actual incident response procedure.
Included for Certified Integrators
📊

Client reporting5 items

Reports that look like they came from a Big 4 firm. Board-ready, clear, and professional.

AI Readiness Assessment report
DOCX
Full assessment report template. Executive summary (2 pages), PAI-8 domain findings, risk register, prioritised roadmap, appendices. Structured for board presentation.
Included for Certified Integrators
PAI-8 Audit report
DOCX
Formal audit report with maturity scorecard, detailed domain findings, evidence summary, recommendations, and management response section.
Included for Certified Integrators
Copilot deployment handover report
DOCX
Delivered at project close. What was deployed, how it was configured, what monitoring is in place, what the client is responsible for ongoing.
Included for Certified Integrators
Monthly monitoring report template
DOCX
One-page monthly report: agent performance metrics, incidents this month, controls reviewed, recommendations, next month's focus.
Included for Certified Integrators
Executive slide deck template
PPTX
10-slide deck for presenting findings to exec teams. Summary, top 3 findings, risk heatmap, roadmap, investment case. Designed for 20-minute board slot.
Included for Certified Integrators
📣

Marketing and co-branding5 items

Use the PAI brand to signal your credentials. All materials pre-cleared for Certified AI Integrators.

Certified AI Partner badge
PNG/SVG
High-resolution badge for your website, proposals, and email signature. 'PAI Certified AI Integrator' with verification link.
Included for Certified Integrators
Client one-pager — What AI can do for your business
DOCX
Plain-language, non-technical explainer for business owners. Your branding. Leave behind after discovery calls or attach to awareness emails.
Included for Certified Integrators
LinkedIn post series (10 posts)
DOCX
10 ready-to-publish LinkedIn posts across a 10-week narrative arc: credential announcement → first client → what we learned → sector use cases → common mistakes → next steps.
Included for Certified Integrators
Website copy block — AI services
DOCX
Ready-to-paste copy for your website's AI services page. Intro, service list, credentials, 'why us', CTA.
Included for Certified Integrators
Email signature addition
HTML + DOCX
HTML email signature block with credential badge and verification link. Also as DOCX instructions for Outlook.
Included for Certified Integrators

59 artefacts. Zero prep time.

All of this is included for Certified AI Integrators. You get access the moment your CAI status is confirmed — and it updates as new templates are added.

Apply for CAI status →See the 30-day fast start →