8-DIMENSION ORGANIZATIONAL SCORECARD // FREE & UNGATED

AI Readiness Assessment

Score your organization across the eight operational dimensions required to implement AI safely and effectively.

SCORING METHOD & DISCLAIMER: Each of the 8 categories is scored from 1 (Informal / Unstructured) to 4 (Documented & Implementation-Ready), for a maximum of 32 points converted to a 100% scale. This assessment is an educational starting point—not a formal audit, certification, security assessment, or performance guarantee.

Level 1 / 4We have general interest in AI, but no specific operational problems selected yet.

Level 2 / 4We have discussed several ideas, but have not prioritized a single starting workflow.

Level 3 / 4We have identified 1–3 concrete bottlenecks (such as intake, calls, or search) we want to solve.

Level 4 / 4We have a prioritized operational problem, executive sponsorship, and realistic expectations for a bounded pilot.

Level 1 / 4Every team member handles the work differently based on personal habit.

Level 2 / 4We know the general steps, but exceptions and handoffs are mostly informal.

Level 3 / 4The main steps and decision criteria are understood and repeatable.

Level 4 / 4We have a documented step-by-step workflow with clear inputs, rules, and escalation points.

Level 1 / 4Most answers live in people's heads or buried in old email threads.

Level 2 / 4We have documents and spreadsheets, but some are outdated or scattered across folders.

Level 3 / 4Our core policies and records are reasonably current and stored in central cloud folders or a CRM.

Level 4 / 4We maintain curated, up-to-date SOPs and clean, structured CRM/database records.

Level 1 / 4We rely heavily on paper, legacy desktop software, or closed tools with no export/API options.

Level 2 / 4We use cloud tools, but they are disconnected and nobody has connected them before.

Level 3 / 4We use standard modern platforms (Microsoft 365, Google, HubSpot, Salesforce, modern phones, etc.).

Level 4 / 4Our core systems support APIs/webhooks and we have admin access to configure scoped integrations.

Level 1 / 4No one has been designated to own or supervise an AI workflow yet.

Level 2 / 4Leadership wants it, but department managers have not been brought into the plan.

Level 3 / 4A department lead or owner is ready to supervise the workflow with an external partner's help.

Level 4 / 4We have both an executive sponsor and a named operational owner for day-to-day checkpoints.

Level 1 / 4We have no written AI rules; employees may be pasting data into personal AI accounts.

Level 2 / 4We have told staff to be careful, but lack formal rules on approved tools or data boundaries.

Level 3 / 4We use business-tier accounts and expect staff to review outputs before sending to clients.

Level 4 / 4We have written data boundaries, zero-training provider settings, and defined human approval gates.

Level 1 / 4The team is skeptical, overwhelmed, or worried AI is meant to replace them.

Level 2 / 4Some individuals experiment on their own, while others avoid new tools.

Level 3 / 4The team welcomes relief from repetitive busywork if the tool is simple and reliable.

Level 4 / 4Leadership communicates openly that AI supports the team, and staff are eager for role-specific training.

Level 1 / 4We do not currently track volume, response times, or administrative hours on this work.

Level 2 / 4We have a rough sense of the bottleneck, but no baseline numbers recorded.

Level 3 / 4We can see call logs, ticket counts, or lead response times in our current software.

Level 4 / 4We track clear baseline operational metrics and plan to review quality and override rates monthly.

COMPLETED: 0 OF 8 DIMENSIONS

View your immediate readiness breakdown, strongest foundation, key gap, and recommended next steps.

AI Readiness Assessment

How clearly has your leadership connected AI interest to specific operational priorities?

How well-defined is the day-to-day process you want AI to assist with?

What is the state of the documents, policies, or records the AI system would rely on?

Can your current business software connect to modern workflows or APIs?

Is there a clear person or role accountable for owning the workflow and reviewing exceptions?

How do you currently govern employee AI use, data privacy, and human verification?

How receptive is your team to adopting a new workflow with training and clear checkpoints?

How will you evaluate whether your first AI workflow is working as intended?