SPERT® Suite Approval Kit v1.0.0 (Release)
Built 2026-10-26

START HERE
These documents help a project manager get SPERT® Suite approved for use inside
an organization. They support an approval process; they are not legal, compliance
or security advice.

Reviewers: start with SPERT-Approval-Kit_Reviewer-Summary, a two-page
overview that points to the rest.

Project managers: read SPERT-Approval-Kit_Guide first. It explains the
approval process and which document to give each reviewer. Files whose
names contain "Template" are for you to fill in; the others can be
forwarded with only the placeholders completed.

Each document comes in two formats:
  .pdf   for reading and for forwarding to reviewers as-is
  .docx  for editing in Microsoft Word, Google Docs or LibreOffice

Fill in the highlighted [PLACEHOLDERS] in the .docx version, such as
[ORGANIZATION] and [REVIEWING TEAM], then save it as PDF to send it on.

Every document shows the kit version and the date its content was reviewed
under the title. The current kit is published at spertsuite.com/approval-kit.
Check it for a newer version before you submit, because product facts and
legal documents change.

CONTENTS
  SPERT-Approval-Kit_Reviewer-Summary  (2 pages)
      Two-page overview for reviewers: what SPERT® Suite is, the three tiers, key facts and gaps, and where to read more
  SPERT-Approval-Kit_Guide  (8 pages)
      How a project manager runs an approval process: who to engage, in what order, and how to answer each reviewer
  SPERT-Approval-Kit_Template-Approval-Pathway-Checklist  (3 pages)
      Fill-in template: every approval step, owner, date and decision in one place
  SPERT-Approval-Kit_Template-Value-Brief  (4 pages)
      Fill-in template: the problem, the pilot, how it fits with existing tools, cost, risks and exit
  SPERT-Approval-Kit_Template-Information-Security-Profile  (10 pages)
      Fill-in template: controls, gaps, approval scope and attestation, for information security and privacy reviewers
  SPERT-Approval-Kit_Template-Data-Flow-Diagram  (10 pages)
      Fill-in template: data flows per tier, Connect AI snapshot contents and tools, and the organization's own controls
  SPERT-Approval-Kit_Template-Reviewer-FAQ  (4 pages)
      Fill-in template: short, sourced answers to the questions each reviewer asks
  SPERT-Approval-Kit_Architecture-Overview  (12 pages)
      Components, data flows and trust boundaries for architecture, security and privacy reviewers
  SPERT-Approval-Kit_Security-Questionnaire-Answers  (14 pages)
      Draft answers to common vendor security questionnaire topics, for [ORGANIZATION]'s reviewers
  SPERT-Approval-Kit_Connect-AI-Data-Explainer  (3 pages)
      A one-document briefing for information security, privacy and architecture reviewers

SHA256 checksums for each file are in checksums.txt, and for the zip itself
at spertsuite.com/approval-kit.

© 2026 William W. Davis, MSPM, PMP
