Guides and Checklists for Better Operations
This page brings together the checklists and reference sheets I’ve created for nonprofits and SMBs. They’re designed to help you think through decisions, spot gaps, and strengthen how your organization runs from systems and AI use to everyday processes.
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Nonprofit AI Readiness Checklist
AI can support your mission or undermine it. This checklist helps nonprofit leaders prepare for AI use the right way. It busts common myths, outlines minimum protections, and gives mission-first filters to guide decisions, so AI strengthens your work without risking trust or values.
SMB AI Readiness Checklist
Is your business truly ready for AI or just hoping for quick wins?
This checklist helps SMB leaders spot gaps before diving into AI adoption. It covers operational safeguards, smart-use filters, and practical tips for piloting AI responsibly so you avoid rework, client risk, and expensive mistakes.
Chatbot Readiness Checklist
This checklist helps nonprofits and SMBs assess whether they’re truly ready or just reacting to trends. From systems and content to ethics and failure planning, it covers what most overlook. If you score under 20, don’t waste another dollar. Start with a strategic foundation first.
Nonprofit AI Myths
This guide busts the most common AI fears holding nonprofits back from “AI will replace our team” to “It’s too complicated.” You’ll walk away with grounded truths that protect your people and your purpose.
SMB AI Myths
This guide breaks down the biggest myths SMBs believe about AI, from the illusion of quick wins to the risks of skipping governance. Use it to rethink how you adopt AI and protect your ops from rushed decisions.
AI Unchecked Resource
This resource highlights real incidents where poor oversight led to AI misuse: harmful chatbot advice, deepfake scams, and nonprofits accidentally leaking sensitive data. It breaks down three types of risk (accidental, operational, and high-stakes) and gives leaders a self-check to see if they’re exposed.