Free Resource
AI Readiness Self-Assessment Checklist
20 questions to determine if your business is prepared for AI integration — across data, process, infrastructure, people, and success metrics.
- 20 questions across 5 readiness dimensions
- Identifies gaps before you commit to a technical build
- Includes a scoring guide and recommended next steps
- Scoring bands and a recommended action for each dimension
What You'll Assess
The checklist covers 5 dimensions. Here's a preview of the questions — the full checklist includes scoring and recommended actions.
01
Data Readiness
- Do you have a documented inventory of the data sources this AI would use?
- Is the relevant data accessible via API or does it require manual aggregation?
- Is your data in a format an AI model can process?
- +1 more question in the full checklist
02
Process Readiness
- Can you describe the target workflow in a step-by-step process map today?
- Are the inputs and outputs of the process well-defined?
- Do you have documented exception cases for when the process fails?
- +1 more question in the full checklist
03
Technical Infrastructure
- Do you have a development environment where an AI system can be tested?
- Can your current systems (ERP, CRM, database) accept API integrations?
- Is your data stored in a compliant location for your jurisdiction?
- +1 more question in the full checklist
04
Organizational Readiness
- Is there a named executive sponsor with budget authority for the AI project?
- Are the end users of the AI system involved in defining requirements?
- Do you have a process for reviewing AI outputs before they affect decisions?
- +1 more question in the full checklist
05
Success Definition
- Have you defined success in measurable terms (time saved, error rate, cost reduction)?
- Do you have a baseline measurement for the current process to compare against?
- Do you know what 'good enough' accuracy looks like for this use case?
- +1 more question in the full checklist
Scoring Guide
After completing the checklist, total your "Yes" answers and use this guide to determine your next step.
16–20 Yes
Strong readiness
Ready to begin a Discovery Phase and technical scoping.
10–15 Yes
Partial readiness
Address No/Partial items before committing to a full technical build.
Below 10
De-risk first
Start with a data audit and process mapping exercise rather than development.
Get the full 20-point checklist — free.
Download the complete checklist with scoring guide. Then request a 30-minute online consultation to discuss your results.