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Toolkits

Templates for Skills & Agents, yours for free.

Every toolkit here came out of real work with New Zealand businesses, usually an AI Toolkit webinar. Practical files you can edit, rename and put to work this week, not another framework diagram.

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Download a toolkit.

Organisational memory

The Organisational Brain Toolkit

The folder structure, file templates, governance folder and capture method that stop your team briefing AI from zero every time. About an hour to a working set.

  • 8 file templates
  • 5 governance templates
  • The 65 minute expert capture method
  • Claude and Copilot setup checklists
Get the toolkit →

ZIP, 2.3 MB

Sales and coaching

The Sales Call Coach Toolkit

Turn recorded sales calls into coaching scored against your own method. Standard templates with anchors, three platform tracks, and a worked example with faults planted in it.

  • 2 standard templates, with scoring anchors
  • Claude, Copilot and ChatGPT tracks
  • 4 Teams transcripts and an answer key
  • Privacy Act, policy and register templates
Get the toolkit →

ZIP, 780 KB

Project delivery

The Project Activity Tracker Toolkit

An AI workflow that reads a project folder and tells you what changed that nobody approved. Eight judgement checkpoints, three platform tracks, and a demo project with problems planted in it.

  • 8 judgement checkpoints, with a builder page
  • Claude, ChatGPT and Copilot tracks
  • A demo project and its answer key
  • 10 staff SOPs and governance templates
Get the toolkit →

ZIP, 500 KB

Brand and documents

The On-Brand Documents Toolkit

Getting Copilot and Claude to apply your fonts, colours, logo and layout to everything they produce. Standards templates, both platforms, and the admin rollout.

  • 2 brand standards templates
  • Copilot Brand Kit, Claude Design and skills
  • Word, PowerPoint and PDF explainers
Get the toolkit →

ZIP, 240 KB

AI governance

The AI Champions Committee Resource Pack

The complete programme for standing up AI governance and adoption inside a 50 to 250 person business. Charter, seats, register, tool framework, policy, training.

  • A 115 page pack, plus editable files
  • 12 fill-in templates
  • A ninety day implementation plan
Get the pack →

ZIP, 1.2 MB

The AI Academy

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