1) Setup baseline
KickoffLedger schema, inventory alignment, evidence reference conventions, and cadence confirmation.
Trust Ledger is a maintained register of AI systems, owners, controls, evidence, changes, and exceptions, designed for board clarity and recurring scrutiny. Plans are fixed. Card subscription is available. Procurement (Invoice/PO) is supported.
A maintained governance surface: what AI does, where it runs, who owns it, which controls apply, and where proof lives. Built to stay readable under recurring scrutiny.
Ledger schema, inventory alignment, evidence reference conventions, and cadence confirmation.
Changes, exceptions, and evidence updates maintained on an agreed rhythm. Board export cadence per plan.
Recurring posture summary, major changes, open exceptions, and decisions requested. Format remains board-safe.
Public forms capture non-sensitive, non-confidential details only. Secure sharing protocol is confirmed after kickoff.
Invoice/PO start supports internal approvals and vendor onboarding. Scope confirmation follows intake.
Board-safe formatting reference. URLs remain canonical and should not change.
Plan selection is driven by surface size (active entries) and cadence needs (response targets, board rhythm, evidence depth).
| Capability | TL — Maintain | TL — Govern | TL — Assure |
|---|---|---|---|
| Active entries (tracked systems / workflows) | Up to 5 | Up to 10 | Up to 20 |
| SLA target (updates / responses) | 5 business days | 3 business days | 2 business days |
| Change trail maintained | Yes | Yes | Yes |
| Exception register + expiry | Optional / light | Yes | Yes |
| Board export cadence | As agreed | Quarterly | Monthly or quarterly |
| Evidence depth | Light / standard | Standard | Stronger reference discipline |
| Procurement support (invoice/PO) | Yes | Yes | Yes |
| Expansion beyond plan limits | Additional surface and cadence adjustments are confirmed by scope (Gate intake). | ||
Short answers for purchasing and internal routing.
One tracked AI system or AI-enabled workflow with defined owners, controls, evidence hooks, and a maintained change trail.
Card subscription supports direct purchase via Stripe. Procurement supports invoice/PO and vendor onboarding. Final scope and kickoff are confirmed after routing.
No. Public intake is for non-confidential details only. Secure sharing protocol is confirmed after kickoff.
QuickScan establishes a rapid baseline for Copilot adoption exposure themes. Trust Brief establishes a deeper assessment baseline. Trust Ledger maintains posture over time with change control, exceptions, evidence discipline, and recurring exports.