Phase 1 / Overview
Proposal · Awaiting kickoff
Prepared for Whitney Brimfield & Breanna Swims
A clear first step toward AI that works for Spark Point.
This is your engagement instrument. Phase 1 begins with a quiet, thorough diagnosis, so every decision that follows is one you can stand behind. Below is exactly what it measures and what you will hold at the end.
Phase
01 · Diagnose
Duration
3 weeks
Deliverables
4
Investment
$7,500
Phase 1 Deliverables
Select to open
01
AI Readiness Scorecard
Where your team and operations actually stand across data, workflow, tooling, and capability.
Open
02
Tech Stack Audit & Rationalization
A clear look at Asana, Harvest, QuickBooks, and Pipedrive. Where time leaks, what overlaps, what to consolidate.
Open
03
Prioritized AI Roadmap
A sequenced, plain-language plan ranking the highest-impact moves by effort, cost, and return.
Open
04
AI Governance Framework & Policy
A NIST-aligned policy with PII rules and clear green, yellow, red usage guidelines. Built to protect funder trust.
Open
Engagement Path
Phase 01
Diagnose
Understand the team, the tools, and where time and trust are leaking.
This proposal
Phase 02
Prescribe
Translate findings into a sequenced, leadership-ready plan of action.
Phase 03
Build
Implement the highest-impact solutions, with a human in the loop at every step.
Phases are modular. You decide what comes next based on what discovery reveals.
Deliverable 01
AI Readiness Scorecard.
A clear, honest reading of where Spark Point stands across the dimensions that decide whether AI actually sticks. Drawn from a confidential org-wide survey and targeted one-on-one interviews.
Composite
— /100
Live reading below
Team surveyed
100%
Every member, confidentially
Interviews
Targeted
Where the data points
Dimensions
5
Drivers of durable adoption
Readiness Dimensions
Illustrative levels · your readings produced in discovery
Deliverable 02
Tech Stack Audit & Rationalization.
A full review of the tools Spark Point runs today, how they connect, where they overlap, and what to consolidate. Built to reduce sprawl for a small, fully remote team, not add to it.
Current Stack
Status assigned during audit
Anchor
Consolidate
Keep
Review
Where We Look For Leakage
Illustrative · quantified against your data
Duplicate time-tracking spend. Harvest and Asana native tracking cover the same job.
Recurring savings
Manual re-entry between tools. Data that should pass automatically is keyed by hand.
Hours / month
Missing connections. Where no native integration exists, we map a code or human-in-the-loop bridge.
Workflow design
Even where a tool has no API, there is almost always a way to connect it, through code or a designed human checkpoint.
Deliverable 03
Prioritized AI Roadmap.
A sequenced, plain-language plan. Every opportunity ranked by impact, effort, and cost, so leadership decides what to act on and in what order. This is the output you carry into your own planning.
The Three-Week Path
Scoped around your team's calendar
Week 1
Discover
Survey deploys · interviews begin · stack review starts
The confidential team survey goes out, one-on-ones get scheduled around the team, and we begin mapping current tools and workflows.
Week 2
Analyze
Analysis · bottleneck identification · targeted deep dives
We synthesize the data, surface where time and trust leak, and follow the signal with deeper interviews where it points.
Week 3
Deliver
Roadmap & governance finalized · live executive walkthrough
You receive the prioritized roadmap and governance framework, then we walk every finding together so the next decision is clear.
The roadmap ranks every opportunity so you pick what to build and what to hold. You are never locked into the next phase.
Deliverable 04
AI Governance Framework & Policy.
A NIST-aligned governance foundation, fine-tuned for a firm your size. Not a document that sits in a drive: a policy socialized through training so it becomes behavior, and protects your credibility with funders and donors.
Rules Of The Road
Green · Yellow · Red, tuned to Spark Point
Green · Go
Brainstorming and idea generation
Summarizing public or internal docs
Drafting and editing your own writing
Yellow · Check first
Anything touching a specific funder or donor
Client-facing deliverables before review
New tools not yet on the approved list
Red · Never
Client PII in a public model
Confidential financials or donor lists
Anything a client asked be kept AI-free
Foundation
NIST-aligned
Federal AI risk standards, fine-tuned
People
AI ambassadors
Named contacts, not a 30-person council
Adoption
Socialized
Trained into behavior, aligned to your policies
Terms
Investment.
Phase 1 is a complete, standalone diagnostic. One fixed fee. No hidden hourly billing, no surprises.
Phase 1 · AI Readiness Diagnostic · Fixed fee
$7,500 USD
Priced as a clear deliverable, not a transaction. You leave with four artifacts and a decision you can stand behind.
This phase stands on its own. If we decide to build together, we will be generous on what comes next. Phase 1 is priced to give you clarity first, so not a single dollar after it goes toward the wrong thing.
Included In The Fixed Fee
Confidential org-wide AI readiness survey
Targeted one-on-one interviews
Full tech stack audit & rationalization
Shadow-AI usage mapping
Prioritized, sequenced AI roadmap
NIST-aligned governance framework & policy
Live executive walkthrough of all findings
All work scoped around your team's calendar