Self-serve tools for operations leaders navigating the AI transition. Each one is free, ungated, and built from the same method behind the Summit Trails 90-day assessment: measure the work before you decide what AI should do.
The AI Readiness Scorecard for Operations
A 24-criterion self-assessment across six dimensions (process visibility, data ground truth, volume, exceptions, knowledge concentration, compliance). Score one operation, read your band, and find the gap to close before committing numbers to your board.
The Mandate Response Framework
A five-step playbook for the weeks after the board hands you an AI headcount number: clarify the mandate, establish ground truth, segment the work, build the counter-proposal, and present risk-adjusted scenarios.
The Workforce Capacity Planning Model
A fill-in model for the moment before a headcount number is set: list the team’s activities, record the hours each takes, score them for automation, and turn the freed hours into staffing scenarios. It comes with a blank template, the formulas and a worked example.
The Automation Prioritization Framework
A scoring worksheet for the AI strategy team and the CFO: rank each candidate automation on six weighted criteria, starting from measured hours, then write down before it starts how it will be measured after. It comes with the worksheet, the formulas and a worked example.
Want the measured version instead of the self-scored one? Book a 30-minute strategy call and see how the 90-day assessment works.