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ProForma
Copyright 2026 Lawrence Jefferson II

This product includes software developed by Lawrence Jefferson II
(https://github.com/MenokoOG).

Licensed under the Apache License, Version 2.0. See LICENSE.


================================================================================
SOURCE MATERIAL AND ATTRIBUTION
================================================================================

ProForma implements four frameworks taught in the module

    AI Leadership: Commercial value with AI

which forms part of the Proficient AI Engineer program by Ed Donner:

    https://edwarddonner.com/proficient/

The four documents are:

  1. High-Level Strategic Decision Framework
     The five-year cost / benefit / risk model, its seven cost lines, three
     benefit categories and three risk-mitigation lines, and the rule that
     annual amounts begin in the second year.
     Implemented in: src/lib/defaults.ts, src/lib/calc.ts

  2. Cross-Functional AI Project Decision-Making Framework
     The eighteen stakeholder roles, and the architecture decision matrix
     with its seven risk dimensions and named owners.
     Implemented in: src/data/stakeholders.ts, src/data/decisions.ts

  3. End-to-End AI Delivery Roadmap
     Six phase gates by seven swimlanes, 122 deliverables.
     Implemented in: src/data/roadmap.ts

  4. AI Industry Use Cases
     Twenty industries, each with a predictive, generative and agentic
     example.
     Implemented in: src/data/industries.ts

Each of those files carries a header comment naming its source document.


WHAT IS BORROWED AND WHAT IS NOT

The structure and method are Ed Donner's: which cost lines exist, which
benefit categories a case is argued in, which risk dimensions get scored and
by whom, the shape of the delivery roadmap, and the arithmetic convention
that one-time amounts land in Year 1 while annual amounts apply to Years 2-5.
ProForma is faithful to that arithmetic and does not vary it.

The application is Lawrence Jefferson II's: the interface, the calculation engine,
the token cost model, the export formats, the readiness checks, and all
explanatory and guidance text.

The industry descriptions in src/data/industries.ts were rewritten in
ProForma's own words. The original entries were closer to encyclopedia
summaries; these are framed around the cost and benefit shape a business case
would actually claim. Unsourced performance figures present in the original
were removed rather than repeated. The industry list and the
predictive / generative / agentic structure are retained from the source.

src/data/roadmap.ts, src/data/stakeholders.ts and src/data/decisions.ts
follow their source documents closely. They encode structure and method
rather than prose, and they are attributed here rather than rewritten,
because changing them would change what the framework says.


PROVENANCE

Lawrence Jefferson II completed the Proficient AI Engineer program;
certificate issued 3 August 2026. The toolkits were distributed to program
participants, and the accompanying workbooks invite participants to share
improvements back.


BASIS OF USE

Lawrence Jefferson II completed the Proficient AI Engineer program;
certificate issued 3 August 2026. The toolkits were distributed to program
participants, and the accompanying workbooks invite participants to share
improvements back. ProForma is published in that spirit: it is a working
implementation of the method, offered back freely under an open licence,
with the source named throughout.

What ProForma publishes is the method rather than the material. Which cost
lines exist, which categories a case is argued in, which risks get scored and
by whom, and the convention that annual amounts begin in the second year are
a system of analysis, not a piece of writing. The writing in this repository
is ProForma's own -- and where the source's own prose was closest to the
surface, in the industry use-case bank, it was rewritten rather than
reproduced.

A STANDING OFFER

If you are Ed Donner and you would like attribution changed, expanded, or
removed -- or would prefer any part of this material not be published at all
-- open an issue on this repository or contact Lawrence Jefferson II directly. Any
such request will be honoured promptly and without argument. That offer is
made in good faith and it is not conditional on anything.


================================================================================
THIRD-PARTY DEPENDENCIES
================================================================================

ProForma has two runtime dependencies:

  react, react-dom          https://github.com/facebook/react (MIT)

The optional AI review server (server/index.mjs) loads @anthropic-ai/sdk
(MIT) only when it is run. It is an optional dependency and the application
is fully functional without it.

Inference prices in src/data/models.ts are Anthropic first-party API list
rates, included for the token calculator. No third-party provider prices are
shipped; see the note in that file.