Start with the pressure you need to resolve.

01 · We have one immediate situation

Focused Situation Review

An AI upload, vendor feature, funder report, research use, or information request needs a defensible answer.

What becomes clear

A clear recommendation for what can proceed, what should pause, who needs to decide, and what record should remain.

What the work may include

• movement and sensitivity review
• authority and decision questions
• recommended boundaries and conditions
• short decision record and next steps

Expected timeframe

Several days to several weeks, depending on urgency, sensitivity, vendor involvement, and the number of decisions.

02 · We need to understand where we stand

30-Day Data and AI Readiness Review

Several data, AI, reporting, research, platform, or community-information questions are appearing across the organization.

What becomes clear

A practical map of current exposure, responsibility, priority decisions, and the next review structures to put in place.

What the work may include

• information movement and exposure map
• authority and responsibility map
• priority decisions requiring attention
• 30-day action path

Expected timeframe

Typically completed within 30 days, with timing shaped by access to staff and materials.

03 · We need an organization-wide review path

Governance Standard Build

Staff and leadership need consistent guidance for AI, data, research, cultural knowledge, vendor review, reporting, and oversight.

What becomes clear

A working standard staff can use, supported by defined responsibility, review records, and a leadership oversight rhythm.

What the work may include

• staff decision guidance
• vendor and platform review path
• leadership and board oversight
• implementation and documentation tools

Expected timeframe

Scope depends on the number of departments, decision types, existing policies, and implementation support required.

04 · These questions keep coming

Native Analytics Readiness Desk

New questions continue to arrive and the organization needs a known place to review them.

What becomes clear

A steady review function that tracks decisions, conditions, unresolved issues, and what leadership needs to see.

What the work may include

• recurring working sessions
• emerging question review
• decision and issue tracking
• readiness notes and leadership visibility

Expected timeframe

Often begins with a 90-day working period, then adjusts to the organization’s review rhythm.