It's a working plan that answers three practical questions for your organization.
An honest assessment of where your organization currently stands — what tools are already in use, where the gaps are, and what your team is actually capable of right now.
What does success look like in 12 to 24 months? Which processes could AI improve? Where would time savings have the most impact? We help you get specific about what you're actually aiming for.
A phased roadmap — starting with your easiest wins and building toward your bigger goals — with clear ownership, realistic timelines, and built-in checkpoints so nothing goes off the rails.
And it's the part that causes problems later.
Governance doesn't have to be complicated. We build governance frameworks that are practical enough for your team to actually follow — not 40-page policy documents nobody reads.
62%
of Canadian organizations that deployed AI without a governance framework reported at least one AI-related incident within the first year — including data exposure and incorrect AI outputs reaching clients or the public.
At its core, governance answers four questions:
What can our staff put into AI tools — and what is off limits?
Who is responsible when AI gets something wrong?
How do we stay compliant with Canadian privacy law?
How do we make sure AI outputs are reviewed before they cause a problem?
There is no one-size-fits-all here. A typical engagement moves through three phases:
We talk to your leadership team and key staff to understand how your organization works, where the pressure points are, and what's already been tried. This is where we find your real opportunities — not the ones that look good on a slide deck.
We deliver a clear AI strategy document and a practical governance framework — both written in plain language your whole team can understand and act on. No jargon, no filler.
You leave with a prioritized action plan, clear ownership for each step, and the option to have Clearpath stay on as an advisor as you implement.
This service is built for organizational leaders who want to move thoughtfully, not just fast.
Not the right fit if
You're just looking for tool recommendations. That's a different conversation — and our free AI Readiness Assessment is a better starting point.
It's a good fit if:
Your leadership team has committed to AI but nobody has mapped out what that actually means
You've started using AI tools but have no policies in place for how staff should use them
You're in a regulated industry — healthcare, Indigenous governance, legal, financial services — and need to make sure you're compliant
You've had an AI-related incident and need to get proper guardrails in place
You're preparing a grant application or board report that requires an AI strategy