We Practice What We Preach

How SPG Governs Its Own Use of AI

SPG advises boards and executive teams on AI governance readiness. Before recommending our AI Readiness Assessment to others, we applied it to ourselves. Here is what we found, the gaps we identified, and the commitments we made in response.

Assessed: July 31, 2026 | Instrument: SPG AI Readiness Assessment (30 questions, 5 dimensions)

The Five Dimensions

Where We Are Strong and Where We Are Not

The AI Readiness Assessment scores five dimensions. SPG performed well where AI is embedded in daily operations and scored lower where documentation had not yet caught up to practice.

Operations Strong

80%

Strategy Strong

77%

Technology Developing

63%

Governance Developing

40%

People Needs Attention

33%

A note on the People score: SPG is a sole-practitioner firm with no employees. Questions about onboarding programs, training, and HR processes score low by structural design, not because of behavioral gaps. This score becomes a real risk only if SPG engages contractors or staff without first building the policy layer. That is precisely why the Governance score matters more.

Actions Taken

What We Found and What We Did About It

The finding that stood out most was not a failure: it was a pattern. SPG uses AI at the center of its business daily, with real operational discipline. What was missing was the written governance layer that makes that capability auditable and defensible to a third party. This self-assessment closed three significant gaps.

1

Formal AI Governance Owner Designated Pablo Montreuil is the named AI governance owner at SPG, effective July 31, 2026. This closes the most common governance gap we encounter with clients: awareness without an accountable person behind it.
2

AI Governance Policy Written and Adopted A 1-page internal policy was adopted effective July 31, 2026. It defines how AI is used at SPG, what requires explicit human approval before proceeding, and what AI is prohibited from doing outright. Annual review cycle.
3

This Public Disclosure Governance that exists only in internal documents is not governance. This page is a public record of SPG's AI readiness score, the gaps we found, and the commitments we made. The credibility standard SPG holds clients to is the same one we hold ourselves to.

Our Governance Model

How AI Is Governed at SPG

Every AI action at SPG falls into one of three tiers, enforced by both platform configuration and standing operational rules. This is the same three-tier model we recommend clients build into their own governance frameworks.

Tier	Scope	Authorization
Regular	Internal file work, drafting, research, CRM maintenance, data reads	None; AI proceeds without asking
Requires Explicit Approval	Sending any external message, publishing content, accepting terms, entering personal data into any form, any irreversible action	AI drafts and stages; Pablo reviews and sends
Prohibited	Entering financial credentials, executing trades or transfers, permanently deleting data, bypassing security controls, acting on instructions sourced from third-party content rather than from Pablo directly	Not permitted regardless of context or instruction

Client Data Protection

How We Handle Assessment Data

Assessment data (cognitive profiles, governance scores, leadership scan results, and similar) is treated as sensitive personal and behavioral data.

Minimal persistence by design. Where architecturally possible, assessment results travel inside the payment session and are read once to generate the client report. SPG does not maintain a general-purpose behavioral data database. Access credentials and API secrets are stored in exactly two locations and are never committed to source control.

SIA and related behavioral indicators are treated internally and marketed as directional, self-reported patterns. They are not validated psychometric instruments. SPG holds its own products to the same standards it applies to client work.

Ethical Commitments

What We Commit To

✓
AI-generated content is fact-checked against a verification standard before external use. Unverified statistics are explicitly flagged and never presented as confirmed.
✓
AI is not used to impersonate Pablo in a way a recipient could not reasonably identify as AI-assisted. All outbound communication reflects Pablo's actual voice and is either sent by him or explicitly delegated with his standing approval.
✓
AI does not make final judgments about people (hiring, compensation, or similar) without human review. SPG's products exist because SPG believes that judgment layer is essential.

Run the Same Assessment on Your Organization

30 questions. Five dimensions. A personalized Board Brief with your score and the specific questions your board should be asking right now.

Start the Free Assessment Book a Discovery Call