Readiness check

Eight questions. Five minutes. A plain answer.

Answer as things are, not as you'd like them to be. Nothing is sent anywhere unless you choose to email us the result at the end.

Do you know which AI tools your staff use today?

Is there a written AI use policy?

Do you know what data is going into AI tools?

Has your board, trustees or leadership discussed AI?

Do you review an AI vendor's data handling before signing?

Have you used AI on a real, repeating workflow?

Does a person approve anything AI does that affects a member, employee or customer?

Do you know which state and federal AI rules apply to you?

Answer all 8 questions to see your stage (0 of 8 so far).

How to read it

Four stages, one honest read.

Every organization is somewhere on this line. Where you are matters less than knowing it and choosing the next step on purpose.

Exploring

0–5

AI is already in the building, but nobody has decided what it is for, what it must never touch, or who decides. That is normal, and it is the cheapest moment to get it right.

Deciding

6–9

You have started the conversation and probably have informal rules. The gaps are usually the data map, vendor review and a policy people actually know.

Building

10–13

The basics are in place and you are ready to put AI inside real workflows. The work now is choosing the first use cases, where the AI lives, and how you will measure it.

Running

14–16

AI is part of daily work with rules and oversight behind it. What keeps that true is monitoring, keeping policies current as the law changes, and a standing advisor for the next decision.

Next step

Want the long version?

The AI Readiness Review is the same six areas, done with your people, with a scorecard and a one-page brief for your board.

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