A complete set of AI Transformation Program Management artifacts for "Project Catalyst" — a fictional, large-scale, multi-year AI transformation at ACME Highland Health, a national health insurer, run by Pulaski Advisory Group as the hired consulting firm. Grounded in real 2026 industry practice: the CMS prior-authorization mandate, NIST AI RMF and ISO/IEC 42001 governance, and a two-line-of-defense model risk structure.
Program Authorization & Charter
Program Charter
The authorizing document. Defines program authority, scope, governance, $99M budget, 262-person organization, risk framework, regulatory compliance, and approval signatures. 58KB, 24 sections, 6 parts.
Program Kickoff Deck
Executive-facing kickoff presentation — 13 interactive slides covering vision, phasing, governance, budget, and the ask of every stakeholder.
Program Governance, Management & Planning
Program Management Plan
The master operational document. 29 sections across 6 parts: all 10 PMBOK subsidiary plans plus AI Governance, Data Privacy, and Regulatory Compliance management plans. 92KB.
Program Governance Model
Complete governance framework: 4-level authority hierarchy, 3 boards with blocking authority, 25-type decision matrix, phase-gate procedures, NIST AI RMF mapping, conflict resolution. 69KB, 24 sections.
AI Governance & JAD Session Charter
Establishes the AI CoE mandate, two-line-of-defense model risk structure, shadow AI prevention authority, JAD mandatory roles, 8-session progression, sign-off process, and exception handling. 36KB, 12 sections.
Communications Plan
Stakeholder analysis, internal program cadence (12 standing meetings), executive/board reporting, regulatory engagement, 8 mandatory AI-specific escalation notifications, crisis protocol, change management adoption phases. 36KB, 11 sections.
RAIDD Log
10 risks with detailed mitigations, trigger thresholds, and contingency plans. Plus 6 assumptions, 4 issues, 5 dependencies, and 4 decisions — all cross-referenced to Charter, PMP, and BRDs. 45KB.
Change Control Log
7 formal changes against program baseline — budget, governance, vendor, schedule, scope, and model architecture decisions. Each with impact analysis, alternatives considered, and RAIDD cross-references. Filterable by category. 30KB.
Change Request Detail (CR-003)
A single change request worked at full depth — the document a Tier 2 change actually requires. Legacy claims data remediation traced to RSK-01: options analysis, eight-dimension impact assessment, recommendation, implementation plan, affected baselines, approval routing and audit trail. Pairs with the Change Control Log, which is the register.
Business Requirements Documents
BRD-01: Claims & Prior Authorization AI
Year 1 flagship. CMS-0057-F regulatory mapping, 5 named AI models, 17 functional requirements (MoSCoW), FHIR API integration (Da Vinci PAS/CRD), mandatory human-in-the-loop for adverse determinations, fairness testing, regulatory traceability matrix. 46KB, 17 sections.
BRD-02: Member & Provider Experience AI
Year 2. RAG hallucination prevention architecture (Air Canada precedent analysis), 4 AI models, 20 functional requirements, multi-channel (web/mobile/voice), agent-assist tool, WCAG 2.1 AA accessibility, confidence-based escalation. 54KB, 17 sections.
BRD-03: Underwriting & Risk AI
Year 2. NAIC Model AI Bulletin alignment, explainable GBE model architecture (with rationale vs. deep learning), proxy variable audit, 3% fairness threshold (strictest in program), mandatory actuarial sign-off, shadow-mode pilot, counterfactual testing. 48KB, 17 sections.
Requirements Traceability Matrix
Program-level RTM binding all 49 functional requirements across BRD-01/02/03 to a priority, a verification method and an acceptance gate. Derived by extraction from the three BRDs; surfaces the NFR-ID, downstream-reference and responsible-AI traceability gaps honestly rather than reporting false complete coverage.
Organization, Roster & Resources
Resource Plan
Complete 262-person named roster across 25 functional teams. Every person: name, role, organization (ACME FTE vs. Pulaski consultant), location (onshore/offshore), allocation %, rate, and cost. 76KB.
Organization Chart
Full reporting structure for all 262 people. Executive/board page + all 25 teams with every individual contributor named. Solid-line (authority) and dotted-line (coordination) conventions shown. 64KB.
Financial & Contractual
SOW-01 — Year 1: Foundation & Flagship
The Year 1 contract ($27.72M): AI readiness, governance stand-up, platform foundation, and BRD-01 to production. Full legal terms, 6 milestone payments, deliverables, IP, indemnification.
SOW-02 — Year 2: Expansion
The Year 2 contract ($41.58M): parallel delivery of BRD-02 and BRD-03, the program's peak concurrent-staffing year. 6 milestone payments.
SOW-03 — Year 3: Optimization & Sustain
The Year 3 contract ($29.70M): model optimization, benefits realization audit, knowledge transfer, CoE transition to permanent ACME operations, program closeout. 5 milestone payments.
Cost-Benefit Analysis
10-year financial justification: $27.2M annual steady-state benefits, NPV +$2.97M at 8% discount, IRR 8.94%, ~7.6-year simple payback. Sensitivity analysis, scenario modeling, and benefit realization ramp.
Benefits Realization Plan
The instrument that makes the CBA's conditions of approval enforceable: four benefit streams totalling $27.2M at run-rate, each with an owner, a leading indicator, and a link to the risk that threatens it; the ramp restated as a commitment; and the annual benefits audit the closeout report already assumes.
Total Cost of Ownership
10-year cost comparison: Option A (unified, $196.4M) vs. Option B (piecemeal, $136.5M). $28M delta analysis, risk scenarios, and contingency planning.
Program Controls, Reporting & Reference
RACI Matrix
18 key activities across 10 governance roles. Defines Responsible, Accountable, Consulted, and Informed for every major decision category — with blocking authorities (A★) explicitly marked for phase gates, model validation, and architecture sign-off.
Program Kickoff Summary
Narrative companion to the kickoff deck — program vision, governance structure, Year 1 priorities, Phase 0 deliverables, stakeholder asks, and links to every Day 1 reference document.
Vendor & SaaS Management Plan
Vendor selection criteria, BAA requirements, SLA framework, performance scorecards, contingency planning for hyperscaler cloud, LLM providers, and SaaS tooling vendors. 22KB, 10 sections.
WBS Budget Rollup Console
The cost view of the WBS — 7 elements and 64 work packages across 3 years and 5 workstreams, with a budget rollup reconciling exactly to the $99M total and the three annual SOW envelopes. Pairs with the Resource-Loaded WBS, which is the schedule view of the same scope.
Resource-Loaded WBS & Project Plan (Schedule)
The full resource-loaded schedule — 829 line items across 7 workstreams, 4 levels deep, with 2,272 assignments over all 253 working staff. Every task names an accountable owner plus contributors; group activities carry a team tag. Allocation-aware: part-time and advisory staff show realistic units and effort hours. Collapsible tree + Gantt; downloadable as Excel and MS Project XML.
Methodology Guide
The program's hybrid delivery method in depth — phase-gated governance over agile sprint execution over a governed MLOps lifecycle. 33 sections across 8 parts.
Master Test & QA Strategy
The governing quality document, structured to ISO/IEC/IEEE 29119. Test organization across QA (18), UAT (11) and Independent Model Validation (6); six test levels; eight AI/ML model test dimensions beyond functional testing — data quality, generalization, calibration, robustness, fairness, explainability, inference integrity and drift; risk-based tiering, entry/exit criteria, defect management, environments and PHI test-data rules, automation, and continuous testing in production.
Program Dashboard
Executive health view: RAG status, EVM (SPI/CPI), milestone rail, WBS workstream progress, anticipated-risk register, RAIDD summary, 5×5 risk heat map, and Phase-0 resource loading.
Program Budget
The $99M authorized cost baseline: three reconciling views (cost category, contract year, WBS workstream), a 12-quarter spend plan with cash-flow curve, the EVM performance baseline (BAC/PV/EV/AC/EAC/VAC), cost by phase, labor rate card, funding schedule, contingency ledger with release authority, assumptions and budget controls.
Glossary & Acronyms
Working reference across program governance, AI/ML & MLOps, healthcare & regulatory, delivery method, and finance — ~55 terms in 6 categories with a live search filter.
Weekly Status Report
Weekly program status (reporting week ending 11 Sep 2026): RAG banner, SPI/CPI, accomplishments, next-period plan, risks & issues requiring attention, and upcoming milestones.
Steering Committee Deck
14-slide Executive Steering Board review: health, timeline, phase progress, accomplishments, budget, top risks, KPI dashboard, resources, change control, roster, and Board decisions requested.
Project Closeout Report
End-of-program closure (Aug 2029): performance against baseline, benefits realization, deliverable acceptance, outstanding items, team performance, lessons summary, and administrative closure.
Lessons Learned Register
15 lessons across governance, AI/ML delivery, data, financial, and change themes — seven traced directly to anticipated risks that materialized and were managed. Captured at program close.