Audience
Leadership teams prioritizing AI initiatives
AI Strategy & Readiness · Updated August 8, 2026
By PlanckCyber
AI Readiness Assessment Worksheet
A cross-functional worksheet for moving from mandate to evidence-based decision.
How to use this resource
Complete this with representatives from operations, technology, users, security/privacy and finance. Separate facts from assumptions.
Important: General planning tool; not professional advice or approval.
When to use it
An AI mandate or backlog exists without agreed priorities.
Objective
Document operating readiness across strategy, workflow, data, technology, risk and ownership.
Business context
- Priority business outcome
- Why now
- Affected teams and users
- Executive sponsor
- Decision required and date
Workflow readiness
- Is the workflow bounded from trigger to outcome?
- Are high-volume paths and exceptions understood?
- Can current performance be measured?
- Will users participate in design and testing?
Data and technology
- What data is required and who authorizes it?
- Which systems must be integrated?
- Which vendor or architecture constraints apply?
- What must remain outside the system?
Risk and governance
- What harm can result from error or misuse?
- Which actions require human approval?
- What privacy, security, legal or contractual review applies?
- How will incidents, audit and change be handled?
Operating model
- Who owns the system after launch?
- Who monitors quality and cost?
- Who can approve changes and releases?
- What budget and capacity exist for operation?
Readiness conclusion
- Strongest evidence
- Material gaps
- No-go conditions
- Recommended next step
- Owner and due date
Start with the problem
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