The credit union AI consultant scorecard

A spreadsheet that turns the seven criteria into a weighted comparison across up to five firms. Includes scoring anchors for every criterion, an interview notes tab keyed to the twelve questions, and a summary sheet formatted for board packets.

How to use it: score independently, not by committee. Have each evaluator complete the sheet after every candidate conversation, then compare. Divergent scores are the useful ones; they surface the assumptions worth arguing about before you sign anything.

The scorecard is coming soon. Enter your email to receive a release notice.

When you are ready to test the rubric against a real engagement, an AI readiness assessment is the bounded first project it was designed to evaluate.