A Field Guide from B&A · $49

"We should do something with AI" is not a project.

The four-step method as a working system — from a vague ambition to a scoped, measurable project you could hand to any builder with confidence.

Duplicable Notion workspace + companion spreadsheet · No code required.

The problem

A scoped problem on paper is a snapshot. A scoped project is a running system. Scope will try to creep, metrics will drift out of memory, and decisions will get relitigated — unless there's a place where each of those is pinned down.

Scoping the problem gets you the snapshot. This kit is what comes next.

What's inside

A method you can run, not just read.

Four step workspaces

The method's teaching, prompts, and tools, in order, each with a worked example from a real project (Oluko, a Yorùbá learning app we built).

Scope / Not-Now Board

The discipline of deciding what you're not building, made visible.

Build-or-Buy Worksheet

A scored comparison for the decision every project hits.

Success-Metrics Tracker

Baseline, target, and current value for each measure, with live status.

Decision Log

What was decided, when, and why, so nothing gets relitigated from memory.

Included

The full AI Readiness Scorecard ($19 diagnostic), included

The $19 diagnostic, bundled in — confirm AI fits before you scope.

How it works

Four steps, then keep it running.

1

Duplicate

Duplicate the template into your workspace.

2

Work in order

Work the steps in order — don't skip to Step 3. The solution is the easy part; getting the problem right is the work.

3

Confirm the fit

Haven't confirmed AI fits? Run the included Scorecard first — twenty minutes.

4

Keep it live

Keep it running: scope requests go on the board, metrics get updated at check-ins, decisions get logged the day they're made.

Who it's for

For scoping it yourself.

Who it's for

An operator ready to scope a real AI project themselves — especially one who's used our free template and wants the full system.

Not for

Someone still deciding whether their problem needs AI at all (start with the Decision Pack or the Scorecard).

Identify Investigate Intervene Document

All four steps — IdentifyInvestigateInterveneDocument — operationalized as a live workspace rather than a one-time worksheet.

Format & delivery

Yours in two forms.

Duplicable Notion workspace + companion spreadsheet fallback for every tool inside. The spreadsheet is a standard .xlsx — works in Excel and Google Sheets.

No code required.

Licensed for single-user use.

Get the guide

From a vague ambition to a scoped, measurable project you could hand to any builder.

Get the Scoping Kit — $49
Next rung

Running more than one project? The Operator's AI Workspace ($99) is this kit scaled to an operation — intake, gates, vendors, and all.

See the Operator's Workspace →