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AI Readiness Assessment
A Practical Guide to See Where You Stand — and Where You Could Go
Start Here: Why This Matters
Think of it like a compass, not a report card. It's here to give you direction, spark
meaningful conversations, and show you where focused improvements could unlock
significant results.
So take a breath. Be honest about where you are today. And let's get curious about what's
possible.
How to Use This Tool
For each question, rate your organization on a scale of 1 to 3:
• 1 = Not Yet → We haven't started or it's inconsistent
• 2 = In Progress → Some pieces are there, but not fully formed
• 3 = Confident → This is active, aligned, and delivering results
Get Different Perspectives: Have people from various departments (operations, HR, IT,
leadership) complete this together. Different viewpoints reveal blind spots and
opportunities.
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SECTION 1: Strategy & Vision
1.1 Clear AI Objectives
Do we know specifically why we want to use AI and how it connects to our core business
goals?
Example: A healthcare organization wants to use AI to reduce patient wait times by 20%
while improving staff efficiency, directly supporting their mission of better patient care.
• 1 = Not Yet → We haven't started or it's inconsistent
• 2 = In Progress → Some pieces are there, but not fully formed
• 3 = Confident → This is active, aligned, and delivering results
Question 1:1
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1.2 Strategic Vision & Timeline
Do we have a documented vision for how AI will transform our operations over the next 2-3
years, with concrete milestones?
Example: A retail company plans to implement AI-powered inventory management by Q2,
customer service chatbots by Q4, and predictive demand forecasting by year two.
• 1 = Not Yet → We haven't started or it's inconsistent
• 2 = In Progress → Some pieces are there, but not fully formed
• 3 = Confident → This is active, aligned, and delivering results
Question 1:2
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1.3 Industry Awareness
Do our leaders understand what competitors and industry peers are doing with AI, plus
relevant regulations?
Example: A financial services firm actively monitors fintech AI trends, attends industry
conferences, and tracks regulatory guidance from banking authorities.
• 1 = Not Yet → We haven't started or it's inconsistent
• 2 = In Progress → Some pieces are there, but not fully formed
• 3 = Confident → This is active, aligned, and delivering results
Question 1:3
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1.4 Strategic Focus Areas
Have we prioritized specific business processes or customer journeys for AI
transformation, rather than just random experiments?
Example: A manufacturing company focuses AI efforts on three areas: predictive
maintenance, quality control, and supply chain optimization — not scattered across dozens
of ideas.
• 1 = Not Yet → We haven't started or it's inconsistent
• 2 = In Progress → Some pieces are there, but not fully formed
• 3 = Confident → This is active, aligned, and delivering results
Question 1:4
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