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The data foundations checklist we use on every engagement

08 Apr 2026

Before we agree to scope an AI initiative with a client, we walk through the same short checklist. None of it is glamorous. All of it decides whether the project lands or quietly evaporates.

The checklist

  • Is there a single owner for the data this initiative depends on?
  • Do we know where it lives, who updates it, and how often?
  • Are the definitions for the key terms agreed across teams, in writing?
  • Can we trace a number on a dashboard back to its source without guessing?
  • Is access governed by role, not by who happened to ask first?
  • Do we have a place to put new datasets that isn't someone's laptop?

If more than two answers are "sort of", we don't start with AI. We start with the foundations - and we say so out loud.