Growth Consultant | Strategic Advisory for Leaders

AI TRANSFORMATION READINESS ASSESSMENT

Executive Edition

Discover where your organization truly stands in AI readiness.

This executive assessment evaluates five critical dimensions of AI transformation:

Technology Infrastructure
Data Maturity
Culture & Change Readiness
Competitive Position
Workforce Capability

You'll receive a personalized AI Readiness Score (0–100), plus a tailored executive summary with recommended next steps based on your organization's size and stage.

This assessment takes approximately 10–14 minutes.
All responses are confidential.

SECTION 1: ORGANIZATIONAL CONTEXT

These questions allow us to tailor your results.

First Name

Last Name

Company Name

Business Email

Primary Role

Employee Count

1–25

26–75

76–250

251–750

751–2000

2000+

Annual Revenue (Approximate)

Under $5M

$5M–$15M

$15M–$50M

$50M–$150M

$150M–$500M

$500M+

Industry

Primary Goal for This Assessment

Build a business case for AI investment

Identify readiness gaps before starting

Benchmark against competitors

Create an AI transformation roadmap

Evaluate a specific AI opportunity

SCORING INSTRUCTIONS

For the following sections, rate each statement from:

1 = Strongly Disagree
2 = Disagree
3 = Neutral / Mixed
4 = Agree
5 = Strongly Agree

Answer based on your organization's current reality — not your aspiration.

SECTION 2: TECHNOLOGICAL INFRASTRUCTURE READINESS

1. Our core business systems are stable enough to support AI tools without disrupting daily operations.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

2. We can extract usable data from our key systems without major IT reconstruction.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

3. We can integrate tools using APIs, automation platforms, or native connectors (even if imperfect).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

4. We meaningfully use cloud-based tools across the organization.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

5. We have at least one capable internal or external technical resource who could support AI initiatives.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

6. We evaluate technology vendors effectively and understand what good ROI looks like.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

7. We can pilot new tools in one department before scaling organization-wide.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

8. We have basic cybersecurity discipline (MFA, backups, device security, access control).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

9. We have a reasonable process for approving and onboarding new software.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

10. We know where our critical systems and data ownership reside.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

11. We can implement new technologies without widespread operational breakdown.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

12. We have enough financial flexibility to fund an initial AI pilot this year.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

Confidence in this section:

Low

Moderate

High

SECTION 3: DATA MATURITY

1. Our most important business data is digital and accessible (not trapped in paper, PDFs, or individual inboxes).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

2. For critical data (customers, financials, operations), we know which system is the "source of truth."

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

3. Our key data is reliable enough for decision-making (roughly 80%+ accurate and current).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

4. Leaders can pull basic reports/metrics without heroic effort or relying on one gatekeeper.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

5. We have at least 24 months of historical data for key business areas (sales, operations, customers).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

6. We can combine data across systems (even imperfectly) to answer real business questions.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

7. We know what data is sensitive and who is allowed to access it.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

8. We understand our core privacy/regulatory obligations (e.g., CCPA/GDPR/industry-specific rules) and mostly follow them.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

9. We have a practical way to improve data quality when needed (ownership, cleanup routines, standards—even if informal).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

10. We track meaningful operational KPIs in addition to financial metrics.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

11. We are not dangerously dependent on fragile spreadsheets that only one person understands.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

12. Different departments can access the data they need without excessive friction.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

Confidence in this section:

Low

Moderate

High

SECTION 4: CULTURE AND CHANGE READINESS

1. Leadership is aligned enough to sponsor change without mixed messages.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

2. We can handle 1–2 meaningful changes at a time without overwhelming people.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

3. People have some capacity for improvement work (not only constant firefighting).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

4. We can run small pilots and learn quickly without needing perfection first.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

5. Employees trust leadership’s intent when introducing new technology.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

6. We can have productive conflict without the loudest voice dominating decisions.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

7. We communicate change clearly (why, what, when, and what it means for people).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

8. Employees are involved in shaping how new tools affect their workflows.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

9. We invest in learning/upskilling rather than expecting people to “figure it out.”

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

10. We address job-loss fear directly with a credible reinvestment story (how time savings benefit people + business).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

11. We uphold ethical standards even when it slows us down.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

12. We can sustain momentum after kickoff (initiatives don’t die after the first meeting).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

Confidence in this section:

Low

Moderate

High

SECTION 5: COMPETITIVE POSITION AND STRATEGY

1. We have a clear understanding of how we win in the market today.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

2. We have visibility into how competitors are using AI or advanced technology (even if imperfect).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

3. AI could meaningfully reshape our industry within 2–3 years.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

4. Our customers are beginning to expect faster, smarter, or more personalized experiences.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

5. We can name 2–3 business problems where AI could create measurable value.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

6. We have enough customer trust to test improvements without damaging relationships.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

7. We can move faster than at least some competitors due to less bureaucracy or clearer ownership.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

8. AI could create new value (not just cost reduction) through new offerings, segments, or differentiated service.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

9. We can connect AI initiatives directly to strategic objectives (growth, retention, margin, cycle time, quality).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

10. We have partner/vendor options we can evaluate and trust to accelerate implementation.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

11. We can define success clearly (metrics, targets, timeframe) for a first “quick win” AI project.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

12. We can course-correct quickly when evidence shows the strategy needs adjustment.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

Confidence in this section:

Low

Moderate

High

SECTION 6: WORKFORCE CAPABILITIES

1. We have 1–3 internal champions who are excited to lead practical AI adoption.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

2. Senior leaders understand AI well enough to make sound buy/build/partner decisions.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

3. Employees have enough psychological safety to experiment without fear of punishment.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

4. Key workflows are clear enough that employees can explain and document how work is done.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

5. We can train people effectively (time allocated, expectations clear, support available).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

6. We can update roles and performance metrics as work changes.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

7. We collaborate well with external vendors/consultants without becoming dependent.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

8. We have reasonable backup coverage (we’re not one resignation away from chaos).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

9. We can communicate a credible stance that reduces fear (reinvestment commitment, role evolution, reskilling).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

10. We are willing to measure results and track reinvestment of time saved (not just “hours saved”).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

11. We can retain key talent through AI change because people see a future here.

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

12. We can build “AI as a thought partner” habits through repetition (not just one-time training).

1 - Strongly Disagree

2 - Disagree

3 - Neutral

4 - Agree

5 - Strongly Agree

Confidence in this section:

Low

Moderate

High

FINAL REALITY CHECK

Three quick questions to complete your assessment.

What is your estimated annual budget available for AI initiatives?

Under $50K

$50K–$150K

$150K–$500K

Over $500K

Need to build a business case first

Who would realistically lead AI implementation at your organization?

IT team

Operations / Business unit

New hire

External partner

Not sure

When do you need to see measurable ROI from an AI initiative?

3–6 months

6–12 months

12–18 months

18+ months

Technology Score

Data Score

Culture Score

Competitive Score

Workforce Score

Total Score

Technology Percentage

Data Percentage

Culture Percentage

Competitive Percentage

Workforce Percentage

Assessment Date

AI Total Score

AI Readiness Tier

AI Weakest Pillar

AI Weakest Score

Text Input

Numeric Field

One more thing

Yes! Keep me in the loop — I'd like early access to upcoming AI readiness workshops, tools, and assessments from Growth Consultant Services.

AI Transformation Readiness Assessment

AI TRANSFORMATION READINESS ASSESSMENT

Executive Edition

SECTION 1: ORGANIZATIONAL CONTEXT

SCORING INSTRUCTIONS

SECTION 2: TECHNOLOGICAL INFRASTRUCTURE READINESS

SECTION 3: DATA MATURITY

SECTION 4: CULTURE AND CHANGE READINESS

SECTION 5: COMPETITIVE POSITION AND STRATEGY

SECTION 6: WORKFORCE CAPABILITIES

FINAL REALITY CHECK