01 Assessment + Board Kit
Explain what comes next to leadership.
Everything in the Assessment Kit, plus the output layer: a findings report template, a board deck, governance starter templates, a completed example assessment, and a recorded walkthrough. For institutions that need to show the board a plan, not a number.
Founding Institution Price: $799. The price rises to $995 after the first ten institutions. Founding institutions receive every version 1 addition at no cost. This is not a sale price. It is the price of buying before the testimonials exist.
The Board Kit opens to the waitlist first. Expected availability: [availability window].
02 The output layer
What the Board Kit adds.
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Completed Example Assessment
A fictional institution completed end to end, clearly marked fictional throughout. The fastest way to see the whole workflow finished.
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Findings and Executive Summary Template
A finished report template with instruction text throughout. Copy your workbook results in and adapt the language.
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Board Presentation Template
A board deck with speaker notes on every slide. It looks like something a COO puts in a real board packet.
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AI Governance Starter Templates
Five documents: acceptable use, a use-case inventory, a vendor due-diligence checklist, a governance RACI, and a risk classification worksheet.
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Regulatory and Governance Reference Guide
Curated pointers to primary OCC, Fed, FDIC, and NCUA material, with a plain note on what each source covers. May ship within the first 30 days after launch for founding buyers.
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Recorded Walkthrough
A 25 to 30 minute screen recording of the full process, from preparing interviews to building the report and deck.
Governance materials are templates only, not legal, regulatory, compliance, or supervisory advice. Review them with qualified professionals before adoption.
03 See inside
Sample pages from the completed example.
Example Bank is a fictional institution used to show the finished output. Any resemblance to a real institution is coincidental.
04 Join the waitlist
Founding institutions go first.
The Board Kit launches to the waitlist before it opens to anyone else, at the $799 Founding Institution Price. Add your name and we will email you when it is ready.