Templates
Copy, paste, edit. These are built to be used in the real world.
Rule: keep it written. If a vendor can't answer in writing, they're not answering.
AI Scorecard
A plain-language rubric to evaluate AI tools without vague assurances or expensive surprises.
Board Memo Template (AI Tools)
Scope, data flow, risks, pricing surprises, implementation reality, and a clean exit plan.
Case Study Narrative Template
Fill-in-the-blanks writeup for boards, grants, and post-mortems. Includes "receipts" appendix.
Contract Audit Checklist
Vendor contract review checklist designed for library reality and library budgets.
How to use these
- Print to PDF and attach to your board packet.
- Paste the vendor questions into email and require answers in writing.
- Keep a dated version in your shared drive so staff can reference it later.
Educational information only. Not legal advice. Consult counsel for contracts, compliance, or liability.