Fractional CAIO Field Manual · 2026

The Mid-Market AI Operating System.

A free 10-page field manual for the first ninety days of any serious AI program. Governance, decision routing, board reporting, and the deployment gates that get models past legal.

Free, no email required.  ·  PDF, 10 pages, ~6 min read.
DRM Consulting 2026
Fractional CAIO Field Manual

The Mid-Market AI Operating System

Four working tools for the first ninety days. Governance, decision routing, board reporting, and deployment gates.

01Governance
02Decisions
03Reporting
04Deployment
10 pages · free
Most AI programs don't fail at the model. They fail at the handoff — governance, decision rights, and the unglamorous gates that get models past legal.
What's inside

Four working tools, designed to be used together.

Templates a CEO, CTO, and board can read in the same room. Use them as starters — mark them up, argue with the defaults.

01

The Model Governance Checklist

Twelve items every mid-market AI program needs before the next pilot. SR 11-7 calibrated for non-banks — the framework that governs model risk at every U.S. bank, scaled down to what a 50–500-person company can actually maintain.

p. 03–04
02

The Confidence-Threshold Matrix

Where the model decides, where the human decides, and where you don't deploy at all. Most production AI failures aren't model failures — they're routing failures. This matrix forces a team to draw two axes and place every decision in a quadrant.

p. 05–06
03

The Board-Ready AI Scorecard

One page. Four sections: Value, Risk, Velocity, Capability. The numbers a CEO should be able to read to a board in under five minutes — not a deck, not a narrative, a scorecard.

p. 07–08
04

The Five-Gate Deployment Checklist

A model is "deployed" when it has passed five gates, in order, with named owners signing each one. The unglamorous fix that unblocks more AI programs than any model improvement ever will.

p. 09–10
Background

Built from the inside, not the deck.

The manual is a sanitized version of what I bring into Fractional CAIO engagements. Three credentials are doing the work in every page.

4 yrs

SR 11-7 Model Risk

Direct-hire VP at a top-five U.S. bank, leading transformation across 30+ engineering teams under federal model risk governance.

6

Production AI Systems

Shipped this year alone — trading signal engines, biometric dashboards, executive intake tools, and more. Hands-on builder, not just an advisor.

120

Teams at Enterprise Scale

Senior delivery lead at a major U.S. airline engagement: 120 teams, 1,200 practitioners, real-world AI rollout at the operational scale most consultants only describe.

Two ways forward

If the manual maps to what you're actually working on...

I take on two new Fractional CAIO engagements per quarter. Mid-market CEOs, PE-backed portcos, Series B/C tech companies. Twenty hours per week, ninety-day initial term, value-based pricing.

Option A · Stay close

Get one short note a month.

One field note per month — a tactical observation from inside an active engagement, sanitized and useful. No newsletter spam, no automated drips.

No newsletter. One email per month, max. Unsubscribe instantly.
Option B · Talk this quarter

Book a 20-minute fit call.

No deck. No pitch. You'll know in the first ten minutes whether it's a fit. If it isn't, I'll tell you who I'd send the work to instead.

Book a 20-min call