Companion Sheet: Context Map

Companion Sheet

Context Map Companion Sheet

A meeting tool for checking what your AI reads, which source wins, and what must be fixed before scale.

Meeting toolFree-member workbook available

Use this sheet when an AI workflow depends on documents, systems, policies, or enterprise knowledge.

Minimum viable context map

Field	Prompt
Workflow	What AI-enabled work is being supported?
Question type	What questions or decisions will users ask?
Allowed source	What can the AI read?
Authoritative source	Which source wins?
Excluded source	What should be ignored?
Owner	Who owns source quality?
Freshness	How current is the source?
Access boundary	Who can see it?
Output boundary	Answer / cite / draft / recommend / act?
Decision	Ready / fix source / restrict / pause

Use the editable workbook

Free members can download the editable Context Map workbook and companion pack.

Open downloads

Signal: The Digitisation Operating Review

Digitisation is no longer a project, it is an operating rhythm which reduces the noise. People do not need to panic every time a new AI tool appears if the organisation has a known review path.

Playbook: Monthly Digitisation Review

AI is making digital work more dynamic but this means faster Agents change, context changes, costs change, permissions change, and usage changes. The portfolio needs a regular operating review mechanism, not a once-a-year strategy refresh.

Signal: Zombie Agents from Dead Pilots

How does this show up? A pilot still has access to data but no one uses it. Two teams maintain separate agents for the same workflow.

Playbook: Quiet Decommissioning of Zombie Pilot

AI pilots often fail quietly because of its artificial intelligence. They may not be scaling, but they also do not die. They will keep consuming tools, attention, data access, and trust.