Instruments

The ten working documents from Map, Triage, Hold. Free to download and use.

Which one do you need?

Score your stack with the Stack Health Check at the front of the book, take your worst two or three areas, and use the tools for those. You will not need all ten.

Visibility
Inherited stack audit checklist, data flow map

Data and sync integrity
Sync and data hygiene audit

Lifecycle and routing
Lifecycle and routing audit

Measurement and attribution
Attribution integrity check

AI control
Intake one-pager, AI output QA checklist

Governance and ownership
Intake one-pager, decision rights and RACI, vendor evaluation scorecard, vendor due diligence question bank

Map

You cannot fix what you cannot see.

Inherited Stack Audit Checklist

One row per system, then one row per live AI feature. Finds the two tools doing the same job and the AI nobody remembers switching on.

Data Flow Map

Every connection between systems, and one named system of record per object. Settles the question behind most reporting problems.

Triage

There is always more broken than you have hours for.

Sync and Data Hygiene Audit

Checks each flow against what the map says, ranks findings by severity, and installs a guardrail so the problem does not come back.

Attribution Integrity Check

A definitions worksheet, a model fit check, and a reconciliation test. Most attribution fights are definition fights wearing a costume.

Lifecycle and Routing Audit

Walks the real path for each lead type and finds where leads sit unrouted with nothing flagging it.

Hold

Stacks decay.

Intake One-Pager

Eight questions before a tool goes in or a feature gets switched on. Short enough that people actually use it.

Decision Rights and RACI

One accountable owner per area of the stack, plus a grid for the six decisions that cross teams.

Vendor Evaluation Scorecard

Five dealbreakers first, then seven weighted criteria scored out of 30. Produces a number, not a feeling.

Vendor Due Diligence Question Bank

The questions on data, security, AI, and contract terms, with the red flags that tell you an answer is evasive.

AI Output QA Checklist

What to check before AI output reaches a customer or a record, with review level matched to stakes.

Know when this updates

Map, Triage, Hold is versioned. I email when a new version ships, and when I publish related research or articles.

The full framework

The instruments come out of a 32-page method. Read it for the sequence, the Stack Health Check, and the reasoning behind each one.