A technology-neutral advisory toolkit ERI is currently developing to help our consultants structure AI portfolio decisions with leadership – from workshop intake to prioritized, governed, and measurable roadmaps.
Structured, repeatable consulting activities for AI program leaders. The workbench organizes information and documents rationale; decisions remain with the client's leadership.
Guided, business-level intake that captures mission objectives, owning office, expected benefits, and dependencies in a consistent format.
Transparent value, readiness, and risk scoring with weights leadership can adjust and see the effect of immediately.
Wave-based sequencing (quick wins, follow-on waves, defer/reshape) with a written rationale for every placement.
Information readiness (availability, quality, ownership, records, access) and organizational readiness (sponsorship, change impact, training), with remediation planning.
Management-level checkpoints aligned with the NIST AI RMF (Govern, Map, Measure, Manage) and informed by OMB M-25-21 and M-25-22, including a high-impact screen for the agency to decide.
KPIs with baselines, targets, and review cadence, so planned benefits can be tracked against realized results over time.
Printable assessment summaries, a portfolio view, and a decision log that records decisions made by the client's officials – ready for steering-committee and governance-board discussions.
A typical engagement workflow, from workshop intake to measured results, with a recurring portfolio review.
Offices describe AI ideas in business terms during facilitated workshops.
Value, readiness, and risk scores; high-impact screen; readiness, governance, and change needs.
Leadership adjusts weights; the priority matrix shows high-value, ready opportunities.
Roadmap by wave – Wave 1 quick wins, Wave 2, Wave 3, Defer/reshape – with rationale.
Governance board approves, defers, or reshapes; decisions recorded in the decision log.
Track realized benefits against baselines and targets.
How ERI is designing this toolkit.
Focused on mission outcomes, readiness, and governance – not on any particular technology or platform.
The workbench does not recommend vendors or products and does not evaluate contractors.
Scores and waves are transparent inputs to discussion; decisions are made and recorded by the client's officials.
Being developed to help ERI consultants structure advisory work. It is not a product sold or installed at client sites.
References: OMB Memorandum M-25-21 (Accelerating Federal Use of AI through Innovation, Governance, and Public Trust); OMB Memorandum M-25-22 (Driving Efficient Acquisition of Artificial Intelligence in Government); NIST AI Risk Management Framework (AI RMF 1.0). Alignment is illustrative and does not constitute a compliance determination.
