Fund, Fix or Stop
Editable versions of the templates in Fund, Fix or Stop: A Practical Guide to Governing AI Investments and Proving Their Value, by Rohit Verma.
What is in the workbook
- Self-assessment
- AI inventory entry and intake and tiering form
- Explore entry scorecard and gate decision record
- Threshold sheet with the status rules, and the five-test scorecard
- Value measurement and leakage, and the monthly cost report
- Leadership page and Red decision memo
- General-purpose tool value plan and vendor checklist
- 90-day plan tracker
- Three completed examples: a threshold sheet, a Red decision memo and a value confirmation
Yellow cells are inputs. The other cells calculate, so each sheet can be reused with an organization’s own figures. The completed examples use the book’s fictional bank, and every figure in them is illustrative.
Use
Readers may copy and adapt the templates for use within their own organizations. The templates may not be sold or republished.
Updates
Appendix B of the book summarizes frameworks and regulations as of October 2026. Changes to that summary, and any corrections to the templates, are listed here.
- October 2026: first edition.
The book and these templates provide general information about governing AI investments. They are not legal, regulatory, financial or investment advice.