Kit
From $199
Sean T. Benson, PMP, LSSBB · 21-year US Marine · former Director of IT PMO, Palomar Health · professor, National University · DBA · author of Establishing A PMO
Your project managers are already using AI. Does anyone know which tools, with what data, and who signs off on the results? AI Governance for PMOs gives a PMO a practical way to answer that in 12 steps: set the mandate, assess maturity, inventory AI use, assign decision rights, set delegation limits with the L0–L5 ladder, tier risk, put a named person behind every consequential decision, map controls, evaluate vendors, pilot, and prove value.
The kit includes a 38-page guide (PDF and editable Word), a 20-tab Excel workbook with working formulas (use-case register, risk and impact assessment, oversight log, controls checklist, vendor scorecard and dashboard), an editable AI use policy, 10 forms and a five-session workshop, a 24-prompt guardrail library, a 14-slide leadership deck and a one-page quick-start.
It is practical guidance, not legal advice, and it does not certify compliance with any law or standard.
Written by Sean T. Benson, PMP, LSSBB: 21-year Marine Corps veteran, former Director of IT PMO at Palomar Health, and National University professor.
These pages preview the kit. After you buy a license, Sean will email the full files within 1 business day.
Examples
Select an image to open it. Arrow keys move through the examples. Escape, Close, or a click outside closes them.
Preview screenshots of the workbook use fictional example data for "Cascade Valley Utilities," a made-up organization, with fictional vendors A to E. Each image is labeled that way.
What's inside
The files below are the contents of the kit. The full files are delivered by email after purchase, within 1 business day.
Guide, 38 pages
About the author; how to use the kit; Steps 1–12 (mandate and landscape, maturity, AI inventory, decision rights, delegation limits, risk and impact, the Human Accountability Gate, control map, use-case lifecycle, vendors and tools, pilot and monitor, value and scale); a templates map; discovery questions; frameworks at a glance; next steps. Editable Word version included.
Governance Workbook, 20 tabs
Instructions, Governance Dashboard, Maturity Assessment, Maturity Summary, AI Use-Case Register, Use-Case Scorecard, Risk & Impact Assessment, Oversight & Decision Log, Controls Checklist, Vendor Criteria, Vendor Scorecard, POC Tests, Pilot Evaluation, Incident Log, Exception Register, Benefits & Value, KPI Catalog, RACI, Roadmap, Lists. Working formulas, dropdowns, conditional formatting and charts; a few clearly marked example rows.
AI use policy, 8 pages
Control record; 11 sections (purpose, scope and definitions; authorized use; prohibited and restricted actions; risk assessment and approval; the Human Accountability Gate; data, security and privacy; model, vendor and change management; evaluation and monitoring; incidents and suspension; training, assurance and exceptions; records and review). Appendices: the ladder, the tiers, an 18-control standard and an adoption checklist.
10 forms + workshop, 13 pages
F01–F10 (use-case intake and business case, Human Accountability Gate record, model and data assessment, pilot charter, exception and risk acceptance, incident and stop-switch runbook, vendor assessment, monthly operating review, training and adoption plan, retirement and decommission) and the five-session AI Governance Design Lab with timings and facilitator notes.
Prompt library, 13 pages
24 prompts by domain, each with a delegation ceiling and what to check before use; a reviewer checklist; an output contract; acceptance rules; an index.
14 editable slides
Why now, maturity, inventory, the ladder, the gate, risk tiers, the control map, the lifecycle, buying AI tools, value, who is accountable, the roadmap and the ask. Speaker notes on every slide.
1 page
The 30/60/90-day plan as a printable checklist, with interim red lines, the delegation ladder and eight ground rules.
Optional business case, 5 pages
A template for asking your sponsor to approve and resource the program, with sponsor questions to prepare for.
Audience
It is not legal advice, a certification program or a compliance guarantee. It does not replace your legal, privacy, security or audit teams.
FAQ
No. The kit can help you organize the work those frameworks expect: an inventory, risk assessment, human oversight, controls and records. Whether a law applies to you, and what it requires, is a question for your legal team. The guide gives a short, dated summary of each framework and says where to check the current text.
No. It is practical guidance for PMOs. Have counsel review the policy before you adopt it, especially if you handle personal data or use AI in decisions about people.
No. The kit is tool-neutral. The vendor scorecard uses general categories (enterprise assistants, work-management platforms with AI, agent platforms, model platforms), and you test each option yourself.
Microsoft Excel 2016 or later, Word and PowerPoint (or compatible apps). The workbook uses standard functions and also opens in Google Sheets and LibreOffice; check the formulas after importing.
No. Start with the quick-start, the register and the interim red lines, and add the rest as your AI use grows. Step 4 shows how to set up a small council instead of a large committee.
Yes. Every file is editable, and you can adapt it inside your own organization. You may not resell or redistribute it. For several people, use the Team or Enterprise license.
Yes. The delegation ladder covers agents that act with approval (L4) and within pre-approved limits (L5), and the controls include a tested stop switch and access revocation.
Sample
Free sample, 7 pages, watermarked: guide cover, contents, all of Step 5 (delegation limits), form F02 Human Accountability Gate Record, a workbook screenshot page with fictional example data, and a what's-in-the-full-kit page.
