Free Tools & Templates

AI Readiness Checklist

7 steps to take before adopting AI in your Canadian business — from problem definition to team preparation.

Is Your AI Context-Ready?

5-layer self-assessment to identify where your AI is working blind — score your gaps and know what to fix first.

Shadow AI Governance Checklist

Four-question audit to surface unsanctioned AI use in your organisation — run it in an afternoon before writing any policy.

AI Agent Deployment Go/No-Go

Pre-deployment checklist covering identity, permissions, containment, auditability, and operational readiness.

AI Acceptable Use Policy Template

Fill-in-the-blank policy for Canadian small businesses — approved tools, data handling, PIPEDA compliance, and output review.

PIPEDA AI Compliance Checklist

Six-step checklist for Canadian businesses using AI tools — covers consent, data location, vendor accountability, individual rights, and breach response under PIPEDA.

OKR Starter Worksheet

All three OKR types — committed, aspirational, and learning — with real Northlight examples filled in as a model. Draft your own in the blank section below.

Rocks Quarterly Planning Template

Set your 90-day Rocks with Northlight examples filled in as a model — includes done definitions, owner fields, quarter-end status, and a parking lot for deferred ideas.

AEO Audit Checklist

Six-area audit to check whether your website content is structured for AI answer engines — FAQ schema, answer blocks, numbered sequences, and authority signals.

Fractional Executive RFP Template

Define scope, time commitment, decision authority, success criteria, and budget before you start conversations with candidates — COO, CMO, or CFO.