5P Framework • Resources

Stop Reading About the Framework. Start Using It.

Free assessments, downloadable guides, courses, and live sessions — everything you need to put the 5P Framework by Trust Insights™ into practice today.

Free Tools & Assessments

No signup wall. No sales pitch. Just practical tools to put the framework to work.

Free Interactive Assessment

AI Project Vital Signs Assessment

The fastest way to see the 5P Framework by Trust Insights™ in action. Answer 20 questions about your current AI initiative and get an instant scorecard showing which P is your weakest link. Takes under 5 minutes. Results are immediate and private — no email required.

Best for: Teams evaluating AI readiness, leaders diagnosing why an initiative is stalling, anyone new to the framework who wants a hands-on introduction.

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Free Download • PDF

Instant Insights: The 5P Framework by Trust Insights™

A one-page visual guide to the entire framework. Clean enough to print and pin to your wall or bring to a team meeting. This is our most-downloaded 5P resource — because sometimes all you need is the whole framework on a single page.

Best for: Quick reference during planning sessions, introducing the framework to a new team, hanging on your office wall as a daily reminder.

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Free Download • Checklist

5P Integration Checklist

A practical, step-by-step checklist for embedding the 5P Framework by Trust Insights™ into your existing workflows. Work through it once with your team and the framework becomes part of how you plan, not something you have to remember to apply.

Best for: Teams ready to operationalize the framework, managers building it into their standard planning process, consultants integrating it into client engagements.

Courses & Training

Structured learning for individuals and teams who want to master the framework.

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Online Course

The AI-Ready Strategist

A comprehensive course that teaches you to apply the 5P Framework by Trust Insights™ to AI strategy and implementation. Includes dedicated modules on the 5P readiness assessment, an ROI calculator for AI initiatives, and a 12-month implementation roadmap you can customize for your organization.

What’s inside: 5P readiness assessment module, stakeholder mapping exercises, process documentation templates, platform evaluation criteria, performance measurement dashboard setup, and a 12-month implementation plan.

Best for: Strategists, operations leaders, and consultants who want a structured path from learning the framework to deploying it across an organization.

Webinars & Live Sessions

See the framework applied to real-world challenges by the people who built it.

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Webinar Recording

Driving B2B Growth with AI — MarketingProfs B2B Forum 2025

Katie Robbert at the MarketingProfs B2B Forum, presenting a change management blueprint for marketers navigating the shift to AI-powered marketing. Watch how the 5P Framework by Trust Insights™ is applied to one of the most pressing challenges in B2B: getting your team to actually adopt AI in a way that drives measurable outcomes.

Best for: B2B marketers, marketing leaders evaluating AI adoption, anyone who wants to see the framework applied live to a real business challenge.

Which Resource Is Right for You?

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“I’m New to the Framework”

Start with the Instant Insights one-pager to see the full framework at a glance. Then take the Vital Signs Assessment to see it in action. Read the Getting Started spoke page for the full explanation.

Time: 15 minutes
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“I Need to Apply It Now”

Grab the Integration Checklist and work through it with your team. Use the Vital Signs Assessment to diagnose which P needs the most attention. Then visit the spoke page for your use case: AI Strategy, Change Management, or Marketing.

Time: 1 hour
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“I Want to Master It”

Enroll in The AI-Ready Strategist course for the full structured learning path. Watch the B2B Forum session to see how Katie applies it live. Then read through every spoke page to see the framework in different contexts.

Time: Self-paced

Who These Resources Are For

Individual Contributors

You want a practical framework you can use right now without waiting for organizational buy-in. Start with the one-pager and the assessment. You’ll be applying the 5Ps to your own projects within the hour.

Team Leaders & Managers

You want to embed the framework into your team’s planning process. The Integration Checklist is your implementation guide. The Vital Signs Assessment is your diagnostic tool. Use them together in your next planning meeting.

Executives & Strategy Leaders

You need to evaluate whether initiatives are set up for success before they launch. The AI-Ready Strategist course gives you the structured methodology, and the assessment gives you the diagnostic. Five questions that save months of wasted effort.

Consultants & Agency Leaders

You advise clients on strategy, change, and AI. These resources are client-ready: use the assessment in discovery calls, the one-pager in kickoff meetings, and the course to train your team on the methodology.

Educators & Trainers

You teach planning, strategy, or project management. The one-pager works as a teaching handout, the assessment works as a classroom exercise, and the B2B Forum webinar is a ready-made case study.

The Moral of the Story

A framework you don’t use is just a nice idea. These resources exist to close the gap between knowing about the 5P Framework by Trust Insights™ and actually using it. Pick one. Start today. You can always go deeper later.

Start with the Assessment

The AI Project Vital Signs Assessment is the fastest way to see the 5P Framework by Trust Insights™ in action. 20 questions. Under 5 minutes. Instant results.

Take the Free Assessment →

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