This 10-15 minute assessment helps us understand where your organization stands with AI - what opportunities
exist, what concerns need addressing, and how AI might actually fit into daily work. Your honest feedback
will help shape smart next steps and identify where AI can handle routine tasks, giving you more time to
focus on what you do best.
Contact Information
Please enter your full name
Please enter your company name
Please enter your job title
Please enter a valid email address
Business Function Focus
To help tailor this assessment, please select the business function that best represents your primary role
or the area you're most focused on improving with AI.
Marketing & Communications
Content creation, campaigns, brand management, social media
Sales & Business Development
Lead generation, client outreach, proposal creation, CRM management
Operations & Administration
Process management, data entry, scheduling, internal workflows
Customer Service & Support
Client support, ticket management, customer communications
Human Resources (HR)
Recruiting, onboarding, employee communications, policy management
Technology/IT
Software development, system administration, technical operations
Design/Creative
UI/UX design, graphic design, creative content development
Please select your primary business function
Executive (C-Suite)
Strategic decision maker, department head, senior leadership
Manager / Team Lead
Supervise teams, manage projects, coordinate workflows
Individual Contributor
Execute tasks, specialize in specific functions, work independently
Business Owner
Own the business, make investment decisions, drive overall strategy
Please select your role
AI Knowledge & Experience
Section 3 of 11: Help us understand your current level of AI familiarity and experience.
1: No knowledge - haven't used AI tools
2: Basic awareness - understand concepts but limited practical experience
3: Moderate knowledge - some experience using AI tools
4: Knowledgeable - use AI regularly and understand capabilities
5: Advanced understanding - extensive experience with AI implementation
Please select your AI familiarity level
✓ Thanks for letting us know! Based on your answer, we'll tailor this assessment to your experience level by skipping questions that assume AI familiarity. This will make the assessment shorter and more relevant to you.
Select all that apply
Please select at least one option
None
1-2 tools
3-5 tools
6-10 tools
10+ tools
Please select an option
None - I haven't tried AI tools
Rarely (monthly or less)
Weekly
Daily
Constantly - AI is integral to how I operate
Please select an option
Select all that apply
Please select at least one option
Your Perspective on AI
Section 4 of 11: Based on your previous answer, we'd love to understand your perspective a
bit more.
Select all that apply
Please select at least one option
Skills & Capabilities
Section 5 of 11: Rate your current capabilities across key AI-related skills.
Rate each skill on a scale of 1-5:
1 = Cannot do, 2 = With significant help, 3 = Can do, 4 = Can do well, 5 = Can teach others
Writing effective AI prompts *
Please rate this skill
Creating AI-powered workflows *
Please rate this skill
Evaluating AI tool output quality *
Please rate this skill
Identifying AI use cases *
Please rate this skill
Training team members on AI *
Please rate this skill
Measuring AI ROI & performance *
Please rate this skill
Cannot tell the difference
Sometimes spot issues
Usually identify quality
Consistently evaluate well
Expert-level assessment
Please select an option
Strategy & Vision
Section 6 of 11: Understanding your organization's AI strategy and strategic thinking.
We have a comprehensive AI roadmap with metrics and milestones
We have a general vision but no documented strategy
We've had initial conversations but no clear direction
AI hasn't been strategically discussed yet
We're waiting to see how the industry evolves
Please select an option
⚠️ Each objective must have a different rank (1-5). Use each number only once.
Business Objective
1 Most Important
2
3
4
5 Least Important
Improving operational efficiency
Enhancing customer satisfaction
Increasing revenue/growth
Standardizing processes
Developing innovative offerings
Please rank all objectives (each rank 1-5 used exactly once)
Never
Rarely
Sometimes
Often
Always
Please select an option
No visibility into competitor AI usage
Heard rumors but no concrete information
Some knowledge of competitor initiatives
Good understanding of industry AI trends
Detailed competitive intelligence on AI adoption
Please select an option
Leadership & Organization
Section 7 of 11: Questions customized for your leadership role and team responsibilities.
Implementation & Challenges
Section 8 of 11: Understanding your confidence levels and anticipated challenges.
Not confident - Need significant support
Somewhat confident - Need some guidance
Moderately confident - Can handle basics
Very confident - Ready to lead
Extremely confident - Could mentor others
Please select an option
0 initiatives
1 initiative
2-3 initiatives
4-5 initiatives
6+ initiatives
Please select an option
Select all that apply
Please select at least one option
Very uncomfortable - prefer to avoid AI
Cautious - need extensive safeguards
Balanced - willing to accept managed risks
Comfortable - trust in proper governance
Very comfortable - innovation requires risk
Unsure - need more information to assess
Please select an option
Very ready - actively asking for AI solutions
Somewhat ready - open to AI if benefits are clear
Mixed - some interested, others hesitant
Generally hesitant - need education on AI benefits
Resistant - prefer traditional approaches
Unsure of client sentiment
Please select your assessment of client readiness
Your Business Challenges & AI Opportunities
Section 9 of 11: Questions specific to your business function to identify the best AI
opportunities.
Never occurred to me - AI hasn't crossed my mind as a solution
1-2 times - Occasionally thought about AI applications
Weekly - Regular awareness of AI opportunities
Multiple times per week - Frequently identifying AI use cases
Daily - AI solutions are constantly on my mind
Please select how often you think about AI solutions
Future Focus
Section 10 of 11: Planning for AI implementation and measuring success.
Already behind - need to catch up immediately
Within 3 months - urgent priority
Within 6 months - high priority
Within 1 year - important but not urgent
More than 1 year - can take our time
Please select an option
Select your top 3 priorities
Please select exactly 3 options
One-on-one coaching sessions
Small team workshops with your department
Company-wide training sessions
Self-paced online learning
Industry conferences and external training
Peer learning and experimentation
Lead from the front as AI champion
Active weekly involvement in AI initiatives
Monthly progress reviews and strategic input
Quarterly check-ins on major milestones
Prefer to delegate implementation to others
Strategic Insights
Section 11 of 11: Share your specific challenges, goals, and strategic context.
✅ Assessment Complete!
Thank you for completing the comprehensive AI Readiness Assessment. Your responses have been submitted
successfully.
We'll be in touch with your personalized AI strategy recommendations soon.