Dashboard
Everything needing attention, on one screen.
A Field Guide from B&A · $99 · The Flagship
One workspace to run every AI decision your business makes.
Intake to shipped, one project or ten, on the same four steps we use in every engagement — so the method keeps working when you're not thinking about it.
Duplicable Notion system + the included Build / Buy / Wait workbook · No code required.
The problem
The Scoping Kit scopes a project. This runs an operation. The difference is what happens on a busy Tuesday three months in.
Ideas keep arriving, metrics quietly pass their check-in dates, a vendor is waiting on an answer, and last quarter's decisions are starting to blur. This is where all of that lands, gets diagnosed, and stays visible.
What's inside
The whole ladder, connected into one operating system.
Intake
Every idea enters here and gets diagnosed before it can become a project.
Projects — the spine
Every initiative tracked by method stage, with a live gate check that flags exactly what's missing.
Five connected operating databases
Scope / Not-Now Board · Success-Metrics Tracker · Decision Log · Vendor Comparison Board · Reference Check Log.
The method as an operating manual
Three rules, four gates, and weekly/monthly/quarterly cadences.
A worked example
Support email triage — threaded through every database so you can see the whole system connected before you start your own.
How it works
From template to running operation in four moves.
1
Read the rules
Duplicate the template and read the three rules on the main page — two minutes.
2
Follow the example
Follow the worked example through Intake → Projects → the boards, to see the system connected.
3
Start your own
Delete the example rows and start your own — every idea through Intake, every project through its gates.
4
Book the review
Put the weekly 20-minute review on your calendar today; the Dashboard is where it happens.
Who it's for
For the operator running several things at once.
Who it's for
An operator running several AI initiatives who needs the method to survive being busy.
Not for
Someone with a single project to scope — the Scoping Kit ($49) is the right rung for that.
The entire method — Identify → Investigate → Intervene → Document — as a running operating system, not a one-time exercise.
Format & delivery
A system you duplicate and run.
Duplicable Notion system + the included Build / Buy / Wait and AI Readiness Scorecard workbooks. Standard .xlsx — they work in Excel and Google Sheets.
No code required.
Licensed for single-user use; the embedded products are covered by the same license.
Get the flagship
Get the Workspace — $99
The whole ladder, connected — for the operator running more than one AI decision at a time.
Next rung
Start a conversation
There isn't one — this is the top of the ladder. When a project inside it outgrows what you want to run alone, bring us the project page: everything we'd need for a first conversation is already on it.