Five roundtables, five frameworks you can actually use.
At Put Data First, Balboa Insights led the room through five of the questions AI programs get stuck on. This is the discussion guide, the interactive tool from each session, and the one-page framework you can take back to your team — no login, nothing gated.
By Joe Perone, Senior Principal Last updated
The five sessions
Each page rewrites the in-room discussion for a reader, gives you a 60–90 second interactive tool, and ends with the framework as a clean one-pager. Everything is industry-agnostic — where a point lands differently for a nonprofit or an SMB, we say so.
Measuring AI ROI
Commit to the numbers before the pilot starts — baseline, target, owner, and the kill criteria. Tool: the ROI Pre-Commitment Worksheet.
Open the framework 02 · CostCost Management for AI Programs
The five costs of AI ownership that never show up on the vendor quote. Tool: the Total Cost of AI Ownership calculator.
Open the framework 03 · AlignmentExecutive Alignment on AI Priorities
When the sponsor, the board, and the program lead answer three questions differently, the program stalls. Tool: the Alignment Test.
Open the framework 04 · ExecutionAI Strategy vs. Execution Gap
A named owner, one use case, a fixed checkpoint, a scale decision — the bridge from deck to production. Tool: the Strategy-to-Execution Bridge.
Open the framework 05 · Build vs. BuyBuild vs. Buy AI Decisions
Five factors, scored — and why no single one should decide it alone. Tool: the Build/Buy Decision Scorecard.
Open the frameworkOne email, all five
Get all five frameworks as a single one-page PDF
The worksheets, checklists, and scorecards from every session, in one printable page you can bring to your next planning meeting. We'll email it now.
No spam, no drip sequence. We use your email to send what you asked for and, at most, one follow-up. Prefer to talk? Book a 30-minute strategy call — no deck, no junior gatekeeper.