Free Pack · Agentic AI
Agentic AI Deployment Pack
Before you ship agents to production: 16 working artifacts covering use-case candidacy, tooling, data readiness, security, permissions, human oversight, evaluation, observability, governance, and ROI — from discovery canvas to production checklists.
01 — Inside the pack
What’s inside
Sixteen working artifacts. Twelve download instantly; the questionnaire and the three workbooks — the high-value bundle — are free with a work email.
PDF · multi-page
Discovery questionnaire
24 scored discovery questions across 6 sections with evidence prompts, response scales, and a scoring guide — the workshop instrument for honest scoping.
XLSX · 4 sheets
Decision workbook
Excel workbook: decision matrix with auto-weighted scoring and 1–5 rating validation, phased project plan with owners and deliverables, and a validation test plan with result tracking.
PDF · 20 checks
Readiness checklist
20-point readiness checklist across 5 categories with sign-off blocks — use as phase entry criteria and go/no-go gates.
SVG · one page
Architecture diagram
One-page blueprint-style architecture diagram — print it for the workshop wall or drop it into your deck.
PDF · 2 pages
Discovery canvas
One-page-per-use-case canvas: job to be done, current process, success metric, data & tools, autonomy tier, human checkpoints, risks, constraints — the 90-minute workshop instrument.
PDF · 2 pages
Use-case matrix
Score up to four candidate use cases against eight candidacy criteria with a 1–5 rubric and pilot / copilot-first / defer bands.
SVG · one page
Architecture template
Blank blueprint of the production agent loop — fill one per agent with your team: triggers, tools, verifiers, approvals, eval hooks, kill switch.
PDF · 3 pages
Human-in-the-loop framework
Five autonomy tiers (L0–L4), a six-question decision tree per action class, and four oversight patterns that keep each tier honest.
PDF · 3 pages
Data readiness checklist
20 checks across access, quality & lineage, freshness, privacy, and retrieval readiness. Agents cannot outperform their data.
PDF · 3 pages
Security checklist
20 checks across prompt safety, tool sandboxing, identity, secrets, exfiltration guards, supply chain, audit, and incident response.
PDF · 2 pages
Agent permission matrix
Ten action classes × five autonomy tiers with allow / approval / deny defaults — plus how to enforce it at the tool layer, not in the prompt.
PDF · 3 pages
AI governance checklist
20 checks across ownership, risk classification, inventory, change control, evaluation cadence, documentation, and review lifecycle.
PDF · 3 pages
Evaluation framework
Eight evaluation dimensions, golden-set construction, judge methodology, and release gating — no green suite, no deploy.
PDF · 3 pages
Observability checklist
20 checks across tracing, live metrics, alerting, retention, and dashboards. Ship the tracing with the agent — not after the incident.
XLSX · 3 sheets
Tool / API inventory
Every system the agent may read, call, or change: auth, rate limits, scope, PII, permission tier, and a gap log with owners — dropdown-validated.
XLSX · 4 sheets
ROI worksheet
Build the business case from your own numbers: inputs, a 12-month formula-driven model, payback month, and the assumptions to challenge.
02 — Architecture at a glance
Production agent loop
Every production agent is a loop: perceive, plan, act through tools, verify, and escalate — with evaluation and guardrails around the whole thing.
03 — Who it’s for
Built for the people doing the work
- Product and engineering teams moving from AI demos to production agents
- Architects accountable for agent reliability, cost, and safety
- Leaders who need a grounded answer to 'are we ready for agents?' before committing budget
04 — How to use it
Run it like a program, not a download
- Score use-case candidacy first
Run sections 1–2 of the questionnaire per candidate use case. Kill or defer any use case scoring below 3 on data/API surface — agents cannot outperform their tools.
- Prove evaluation before deployment
Stand up the eval harness from the validation plan on a golden task set before any production traffic. If you cannot measure the agent, you cannot ship it.
- Choose the architecture deliberately
Use the decision matrix to pick single-agent vs. multi-agent vs. copilot per use case. Most enterprises need the copilot first and earn autonomy later.
- Gate the rollout
Follow the project plan's phase gates: sandbox → internal pilot → limited production with human approval → expanded autonomy. Each gate has exit criteria in the validation plan.
- Instrument the loop
Ship with tracing, cost-per-task, and human-override metrics from day one. The checklist's observability items are launch blockers, not nice-to-haves.
05 — Get the full pack
Unlock the questionnaire + workbooks
Free for practitioners. We ask for a work email so an architect — not a drip campaign — can follow up if your scores raise flags.
06 — Keep going
Pair the pack with an assessment
Recommended next step
Agentic AI Readiness Assessment
Run the interactive assessment, then compare its output against your pack scores — the two together scope an engagement honestly.
Next step
From pack to production agent
Bring your completed pack to an Agentic AI Discovery Workshop — one scoped agent, fully governed — or talk to an architect first.