🎯 Purpose

Have you defined specific, measurable business outcomes for AI automation?

We're still exploring possibilitiesWe have general goals identifiedWe have specific metrics and targets defined

Is the scope of the automation clearly defined and manageable for an initial phase/pilot?

We're thinking big picture onlyWe have ideas but haven't narrowed it downWe've identified a specific pilot project

Are there clear, quantifiable KPIs to track the success and ROI of the automation?

Haven't thought about measurement yetWe know what to measure but not howWe have defined KPIs with baselines

👥 People

Is there active and visible sponsorship from senior leadership for this initiative?

Leadership is unaware or skepticalWe have informal supportExecutive champion is actively involved

Has a cross-functional team with representatives from all key stakeholder groups been formed?

Still working in silosSome collaboration happeningDedicated cross-functional team in place

Do you have, or have a plan to acquire, the necessary AI, data science, and domain expertise?

Major skill gaps with no planGaps identified, building capabilitiesTeam has required expertise

Has the current manual workflow been thoroughly mapped, analyzed, and understood?

We just know it needs to be fasterBasic documentation existsFully documented with pain points identified

Has a suitable pilot project been identified to test feasibility and demonstrate value?

No specific project in mindSeveral candidates under considerationPilot project selected and scoped

Have critical points for human review and intervention in the automated workflow been identified?

Assuming full automationSome checkpoints consideredHuman-in-the-loop points mapped

Can your current technology stack support the proposed AI automation at scale?

Infrastructure needs major upgradesSome components ready, others need workInfrastructure is AI-ready and scalable

Is the data required for the AI accurate, complete, relevant, fresh, and accessible?

Data is scattered and inconsistentData exists but needs cleaningData is clean, centralized, and ready

Are there robust data governance policies, including privacy and security measures, in place?

Minimal or no governance policiesBasic policies exist but incompleteComprehensive governance framework active

Has the performance of the current manual process been benchmarked?

No baseline measurements existInformal understanding of performanceDetailed metrics and benchmarks documented

Is there a clear plan for how AI-generated outputs will be evaluated for accuracy and consistency?

Haven't considered evaluation yetGeneral quality ideas discussedDetailed evaluation framework defined

Are tools and processes in place for continuous monitoring of the automated workflow's performance?

No monitoring plans yetBasic monitoring concepts outlinedMonitoring infrastructure and processes ready

What is your monthly budget for AI automation implementation?

Less than $500/mo.$500-2000/mo.More than $2000/mo. (with tangible ROI)

Any additional context about your organization or automation goals? (Optional)