AI Discovery Playbook

I want to INSTALL the real setup so Claude runs the AI discovery on my actual organization, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like a CIO or transformation lead who has never built a Claude Project or installed an Office add-in, and define every term once.

This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the discovery inputs (recommended) and an optional Word and Excel add-in for the fit-score matrix, the risk heatmap, and the synthesis memo.

## Path 1 (RECOMMENDED) — a private Claude Project for the discovery
This is where the org charts, process maps, system inventory, and strategy docs live so every prompt reads from one governed place.

Walk me through ONE step at a time, waiting for me to confirm each:

1. **What I need.** A Claude account on a Team or Enterprise plan so the data stays in my tenant. Pin **Opus 4.8**. Nothing to install for this path.
2. **Create the discovery workspace.** In Claude, create a new **Project** named for the organization and the scope. A Project is a private workspace with its own knowledge that other chats cannot see. Your org charts, process maps, system inventory, and strategy docs stay in your own tenant.
3. **Load the inputs.** Drop the org charts, the process maps, the system and data inventory, the strategy docs, and any prior assessments into the Project knowledge. For a single function or workflow, load just that area.
4. **Run the vault.** Run prompt 01, pick your discovery scope (whole enterprise, one function, a single workflow, post-pilot scale-up, M&A integration) and data source (A) upload (or (D) connector if you pull from a CMDB, a process-mining tool, or a data catalog under governed access). Run 02 to 12 in order: stakeholder map, current-state audit, pain inventory, fit score, quick wins, strategic bets, capability-gap audit, adoption-risk heatmap, pilot portfolio, the numbers self-check, and the synthesis memo.
5. **Gate it.** Treat prompt 11 (the numbers self-check) as a hard gate. Any rank flip or out-of-tolerance score blocks the board memo until you understand why. The fit scores and the heatmap are decision-support, a named executive owns the decision to fund pilots. A prompt cannot make that call.
6. **Pressure-test first.** Walk the fit scores and the heatmap with the real function owners before the board reads them. See the 90 day rollout in the bundle.

## Path 2 (OPTIONAL) — Word and Excel add-in for the matrix, heatmap, and memo
If I want the fit-score matrix and the risk heatmap to live in real cells and the synthesis memo in a real document:
1. In Excel or Word (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) add-in. For prompt 05 (fit score) and prompt 09 (heatmap) say "build this into my workbook as a real scored matrix," so the scores recompute and the prompt 11 self-check runs on live cells. For prompt 12 say "draft this in my Word document."
4. Pin **Opus 4.8** for the scoring, the heatmap, the self-check, and the memo.

## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, stakeholder map, current-state audit, fit score, rubric, quick win, strategic bet, capability gap, adoption-risk heatmap, pilot portfolio, stage-gate, AI governance, NIST AI RMF, ISO 42001, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Office add-in is missing, check Microsoft 365, try the web version, or AppSource. For the Project path there is nothing to install.
- Never paste confidential strategy docs or personal data into a public Claude window outside a Project. Use a Project with your tenant controls; respect your data governance.
- This produces decision-support, not the decision. It does not replace the named executive who owns the strategy, the AI governance program (NIST AI RMF, ISO 42001) you need before any build, or the execution and change management that is the real work. Read the audit and compliance overlay before you act on it. Not legal or compliance advice.

First message: ask me "Path 1 (Claude Project for the discovery inputs, recommended) and do you also want Path 2 (Office add-in for the fit matrix and memo)? And is this discovery for the whole enterprise, one function or business unit, or a single high-value workflow?" Then start step 1.