The documents we work from, yours to use.
Checklists, scorecards and references from our own desk: placing AI workloads, grading datacenter deals, governing AI, planning around equipment lead times and spotting buyers early. Each one answers a question on paper before it reaches a meeting.
Five working documents
Each is written for one kind of reader and leads to one kind of work. Use them on your own; call us when the answers don't settle it.
- Enterprise IT
AI Workload Placement Checklist
Two-page PDF
The five questions to answer before anyone buys GPUs or signs a cloud commitment, and the matrix every placement is weighed on.
- The five questions, with space to answer them for one workload
- What each answer tends to decide
- A blank placement matrix: on-prem, cloud and hybrid
Leads to Placement Assessment
- Equipment Finance
Datacenter Deal Prequal Scorecard
PDF scorecard
Twenty questions across our four tests, installed, powered, paid and recovered, with a Green, Yellow or Red grade on each and the rules that turn the grades into a decision.
- Seven knockouts to ask in the first five minutes
- Twenty questions with a strong answer and a red flag for each
- Scoring rules and the documents a lender will ask for
Leads to Equipment Finance
- Lenders and finance teams
AI Governance Starter Kit
Spreadsheet and a short guide
An AI inventory register, a use-case risk-tier sheet and an acceptable-use policy outline, built for the automated-decision rules that take effect in Colorado and California on January 1, 2027.
- Inventory register with the fields examiners and counsel ask for
- Six-factor risk-tier sheet with the review each tier needs
- Acceptable-use policy outline, section by section
Leads to Governance & Risk
- Datacenters
Long-Lead Equipment Calendar
One-page PDF, refreshed quarterly
Reported lead times for transformers, switchgear, generators, UPS and chillers, with the source for every figure, and what they mean for a build schedule and a loan.
- Lead-time ranges by equipment class, each one cited
- How to work order dates back from energization
- Where deposits fall, and why lenders care
Leads to Datacenters
- Equipment Finance and vendors
12 Public Signals a Company Is About to Buy Compute
Short guide
The public signals that come before a compute purchase, grouped into five families, with what each one does and does not prove.
- Twelve signals in five families
- The common misreading of each one
- Why a signal starts a conversation, not a conclusion
Leads to GTM Engineering
When the documents don't settle it
Forty-five minutes. Bring the workload, the deal or the policy question and we will tell you which answers decide it.