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Resources

Free downloadable guides, templates, and assessments covering the whole arc of AI adoption: where your organization stands, what your policy needs to say, how to lead people through the change, and how to prove any of it worked. When you are ready to put it to work, our ready-to-use toolkits are just below. Our weekly writing lives on the Insights page.

Ready-to-Use Toolkits

Put AI to Work and Prove It Paid Off

The free guides below help you decide what to do. These toolkits help you do it: the same 7-Level ROI Framework and practical prompting approach we teach, packaged so your team can use them tomorrow morning. Instant download.

7-Level AI ROI Measurement Kit cover

7-Level AI ROI Measurement Kit

Prove what your AI training and tools actually return, in numbers a CFO will accept. Excel measurement tool, leadership handbook, and five fillable worksheets.

$97
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AI Prompts for Accountants & Controllers cover

AI Prompts for Accountants & Controllers

150 ready-to-use prompts for the close, reporting, audit prep, tax research, and FP&A. A PDF guide plus a searchable Excel library.

$29
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Best Value
The AI Finance Bundle cover

The AI Finance Bundle

Both toolkits together. Measure what AI returns and do the work faster, for less than buying them separately.

$126$109Save $17
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Secure checkout through Gumroad. Questions? Email info@jonesi.us.

Free PDF Downloads

Resource Document Library

Organized in the order most organizations need them. Start at the top if you are early, or jump straight to the category that matches the decision in front of you.

Start Here: Where You Stand AI Fundamentals & Vocabulary Prompting & Everyday Use Policy, Governance & Responsible Use Leading People Through Change Buying, Measuring & Proving Value For Mission-Driven Organizations

1. Start Here: Where You Stand

For the leader who suspects they should be doing something about AI and does not yet know where to begin. Start with an honest read on where your organization actually stands.

5 Questions to Guide Your AI Adoption Strategy

5 Questions to Guide Your AI Adoption Strategy

A structured guide to clarify readiness, goals, and risks before any AI investment is committed.

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10 Signs Your AI Adoption Is Stalling

10 Signs Your AI Adoption Is Stalling

Warning signs that show up long before anyone calls it a problem, and the three clusters that tell you what kind of problem you have.

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AI Use vs. AI Integration

AI Use vs. AI Integration

Why an organization can be full of people using AI and still have no organizational capability to show for it.

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The AI Readiness Self-Check

The AI Readiness Self-Check

Ten statements, one score, four result bands. A five-minute self-assessment that tells a leadership team where the organization actually stands with AI.

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The Jonesi AI Adoption Model

The Jonesi AI Adoption Model

The five stages every organization moves through, the barrier that defines each one, and what happens when a stage gets skipped.

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2. AI Fundamentals & Vocabulary

What these tools are, what they can and cannot do, and the language you need to read a proposal critically or hold a vendor to an answer.

25 AI Terms for Non-Technical Leaders

25 AI Terms for Non-Technical Leaders

Plain definitions and why each term matters to somebody running an organization, plus five vendor phrases worth pushing back on.

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AI Fluency Over Prompt Engineering

AI Fluency Over Prompt Engineering

Sustainable AI success starts with how people think, not just what they type. A side-by-side case for fluency over technique.

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AI Myth vs Reality

AI Myth vs Reality

Common beliefs about AI set beside what is actually true, including the ones that turn out to be correct.

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AI Strengths vs Weaknesses

AI Strengths vs Weaknesses

What these tools do genuinely well and where they reliably fail, so you can assign work correctly the first time.

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Choosing the Right AI Assistant

Choosing the Right AI Assistant

The six criteria that should decide what an organization standardizes on. Capability is the last one, deliberately.

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The 4Ds AI Fluency Framework

The 4Ds AI Fluency Framework

Delegation, Description, Discernment, and Diligence. The four skills behind AI fluency, taught with attribution to Anthropic.

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The LLM Cheat Sheet

The LLM Cheat Sheet

Tokens, context windows, training cutoffs, and why these systems produce confident wrong answers. One page, kept beside a monitor.

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What Is an AI Agent?

What Is an AI Agent?

What actually makes something an agent, why it changes the accountability question, and what to ask a vendor selling one.

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Which AI Model Should I Use?

Which AI Model Should I Use?

A task-based comparison of the major assistants, including where the difference matters and where it does not.

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3. Prompting & Everyday Use

Practical technique for the people who already have access to the tools and want to get better, safer, and faster results from them.

6 Techniques for Effective Prompting

6 Techniques for Effective Prompting

Six before-and-after prompt pairs that show exactly what changes when a vague request becomes a specific one.

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10 Ways to Use AI in Your Daily Life

10 Ways to Use AI in Your Daily Life

Creative ideas for AI use outside the workplace, where the stakes are low and the confidence gets built.

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25 High-Value Prompt Patterns

25 High-Value Prompt Patterns

Twenty-five ready-to-run prompts spanning analysis, drafting, review, planning, and decision support.

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30 Helpful AI Links

30 Helpful AI Links

A curated guide to thirty external courses, prompt libraries, and role guides, each with a note on who it actually suits.

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AI Prompt Examples by Role

AI Prompt Examples by Role

Customizable prompt templates for customer service, administration, healthcare, retail, finance, and field operations.

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Anatomy of a Great Prompt

Anatomy of a Great Prompt

One strong prompt pulled apart and labelled component by component, with a build-your-own section.

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Claude Prompt Shortcuts

Claude Prompt Shortcuts

One hundred short prefixes you type at the front of a message to steer how Claude answers, grouped into ten categories from writing to research.

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Format Control Cheat Sheet

Format Control Cheat Sheet

Two columns: the output shape you want and the words that produce it. Built for the edge of a monitor.

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Output Format Cookbook

Output Format Cookbook

Ready-made instructions for getting tables, structured summaries, and clean paste-ready output back.

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Persona Design Worksheet

Persona Design Worksheet

Design a reusable AI persona so a whole team gets consistent output without everyone learning to prompt.

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Prompt Improvement Flowchart

Prompt Improvement Flowchart

A decision tree for fixing a disappointing answer: diagnose the symptom, then change one thing.

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Prompt Troubleshooting Guide

Prompt Troubleshooting Guide

The recurring prompting problems, their underlying causes, and the fixes that stick.

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The CHECK Framework

The CHECK Framework

A five-step human-in-the-loop verification discipline you can run on any AI response in under sixty seconds.

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The CRAFT and CHECK Frameworks

The CRAFT and CHECK Frameworks

Two practical mnemonics that anchor everyday AI use: better prompts in, verified answers out.

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The Prompt Pattern Library

The Prompt Pattern Library

Eight reusable prompt structures that transfer to work you have not encountered yet.

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The Tics That Give ChatGPT Away

The Tics That Give ChatGPT Away

Seven habits that make AI writing obvious, and one copy-and-paste instruction that switches all of them off.

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Voice Preservation Checklist

Voice Preservation Checklist

How to use AI to write without losing the way you sound, plus the writing you should never delegate.

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4. Policy, Governance & Responsible Use

For whoever has been handed the question of what the rules should be. Frame the decisions first, then write the document that records them.

7 Governance Mistakes That Create Shadow AI

7 Governance Mistakes That Create Shadow AI

How well-intentioned rules push AI usage somewhere you cannot see it, and how to find out how much of it you already have.

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Agent Design Canvas

Agent Design Canvas

Scope an agent before it is built, including the non-goals section teams skip and later regret.

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AI Governance Canvas

AI Governance Canvas

Map your whole governance position on one landscape page in a single working session.

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AI Governance Checklist

AI Governance Checklist

A quarterly test of whether governance exists in practice, written as observable conditions.

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AI Governance Starter Guide

AI Governance Starter Guide

Eight questions to answer before you write an AI use policy, plus the governance stack and the policy test.

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AI Guardrails for Agents

AI Guardrails for Agents

Six controls for software that acts rather than advises, including the one most people never test.

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AI Hallucinations

AI Hallucinations

Why fabrication happens, where it concentrates, and a detection routine scaled to the stakes.

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AI Policy Drafting Worksheet

AI Policy Drafting Worksheet

The single-page working session that settles the decisions your policy template will record.

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AI Policy Is Not AI Adoption

AI Policy Is Not AI Adoption

Why the organizations that feel most prepared are often the least ready, and the six layers routinely treated as one.

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AI Use Policy Starter Kit

AI Use Policy Starter Kit

A fill-in-the-blank template with ten sections, suggested language, an acknowledgment page, and a printable verification check.

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Data Classification Guide

Data Classification Guide

Map your own data categories against permission levels and name who approves each one.

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Human-in-the-Loop

Human-in-the-Loop

Where human judgment still matters, three levels of stakes, and what review actually has to mean at each one.

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Integration Security Review

Integration Security Review

The security questions to put to a vendor before connecting anything to your systems.

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Safe AI Integration Checklist

Safe AI Integration Checklist

What has to be true before an AI tool touches a live workflow, including how to roll it back.

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The AI Operating Handbook

The AI Operating Handbook

How AI actually runs day to day once the policy exists: routines, decision rights, and rhythm.

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The Anatomy of a Practical AI Use Policy

The Anatomy of a Practical AI Use Policy

Twelve components, what each one has to accomplish, and the common weakness that makes each one fail.

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What Not to Put Into AI

What Not to Put Into AI

A one-page data rule for everyone who uses these tools. Print it and put it where people can see it.

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Who Owns AI Governance?

Who Owns AI Governance?

Seven groups, seven different responsibilities, and the assumption that everybody else owns AI.

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5. Leading People Through Change

The human half of AI adoption, built by a licensed clinical social worker. What to say, what not to say, and what your people need from you.

Psychological Safety During AI Adoption

Psychological Safety During AI Adoption

Who builds it, who breaks it, and why nothing else works without it. A nine-role matrix covering everyone from the board to the next desk.

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The Manager's Guide to AI Conversations

The Manager's Guide to AI Conversations

What to say when your team asks the hard questions. Six conversations, with the language that works and the language that backfires.

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What Employees Need From Leaders During AI Adoption

What Employees Need From Leaders During AI Adoption

Nine things that decide whether any of this takes hold, and a ten-item leadership self-check scored on evidence rather than intent.

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Workplace Initiatives That Encourage Innovative AI Use

Workplace Initiatives That Encourage Innovative AI Use

Nine internal initiatives that turn access into adoption, each with recognition mechanisms and the reason it works.

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6. Buying, Measuring & Proving Value

For the person who has to justify the spending, before or after. Purchase discipline, measurement that survives scrutiny, and board-level questions.

AI Questions Every Board Should Ask

AI Questions Every Board Should Ask

Ten questions for directors approving something they cannot evaluate, with what a good answer sounds like and what should concern you.

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AI ROI: Questions to Answer Before You Measure

AI ROI: Questions to Answer Before You Measure

Why most AI return is undefendable, and the seven questions that have to be settled before any money moves.

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Before You Buy Another AI Tool

Before You Buy Another AI Tool

Ten questions to answer before the purchase order, eight questions for the vendor, and four honest options including doing nothing.

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7. For Mission-Driven Organizations

Sector guidance for nonprofits, foundations, and public-benefit organizations that hold information about the people they serve.

AI Questions Every Nonprofit Board Should Ask

AI Questions Every Nonprofit Board Should Ask

Ten questions for directors who hold a duty of care and a duty to the mission, including where the freed capacity actually went.

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Where AI Can Help a Nonprofit Without Touching Sensitive Client Data

Where AI Can Help a Nonprofit Without Touching Sensitive Client Data

Eighteen places to start when you serve people whose privacy you are responsible for, and four places not to.

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Insights

New Thinking, Every Week

Guides tell you what to do. Our weekly writing covers what is changing in AI, why adoption stalls, and the questions leaders keep running into along the way.

Read Our Insights