Clear deliverables for discussing risk and next steps.
Each review or implementation produces executive and technical deliverables that separate evidence, assumptions, risks, priorities and closure criteria.
AI vendor platform · proceed with conditions
Reports that work for leadership and technical teams.
Format matters: the report must explain the decision, evidence, uncertainty and actions without hiding limitations.
- One-page executive summary.
- Findings with severity, evidence and confidence level.
- Matrix of what is verified, pending and out of scope.
- Risk register and 30/60/90 plan.
- Open questions, exclusions and residual risk.
Executive Memo
Context, recommendation, material risks and next steps in executive language.
Risk Register
Prioritized risks with severity, evidence, suggested owner, action and timeline.
Evidence Tracker
Control → evidence → owner → status → frequency → pending gaps.
Control Gap Matrix
Map of existing controls, missing controls and gaps affecting sales/audit.
AI Data Flow Map
What data AI touches, who accesses it, what is logged and which providers are involved.
30/60/90 Plan
Actions by priority, suggested lead, dependency and expected result.
Solution Blueprint
Process, systems, data, permissions, integrations, exclusions and acceptance criteria.
Data and Permission Map
Sources, destination, sensitivity, users, retention, logs and human review points.
Runbook and Handoff
How the workflow runs, how errors are reviewed, how it can be paused and what is out of support.
Incident RACI
Roles, decisions, communication, escalation and evidence preservation.
Vendor Security Pack
Questions, minimum evidence and narrative to answer procurement/security better.
After-Action Report
Tabletop lessons, detected failures, unresolved decisions and backlog.