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AI Adoption Discovery Assessment

You scheduled a meeting with us to discuss AI transformation. This 10-minute assessment helps us understand where you are today and where you want to be.

Your answers let us prepare for our meeting and focus on your specific situation. The questions cover your current AI usage, governance standards, 12-month goals, implementation readiness, potential barriers, and decision criteria. There are no wrong answers. We need honest information about your actual situation.

After you submit this form, we'll analyze your responses and prepare recommendations. During our meeting, we'll review your results and discuss whether our approach fits your needs. If we're a good match, we'll outline next steps. If not, we'll suggest more appropriate alternatives.

Please complete this assessment at least 24 hours before our meeting.

AI Adoption Assessment

First Name

Last Name

Company name

Title

Phone/Mobile

Part 1: Current State Snapshot

What's your primary industry or business focus?

How many employees work at your company?

How many use a computer for their daily work?

Do you currently have any enterprise software licenses (Microsoft, Google Workspace, Salesforce)?

Yes

What percentage of your employees are currently using AI tools like ChatGPT, Claude, Gemini, Grok, or Perplexity?

0-10%

11-25%

26-50%

51-75%

76-100%

What AI tools does your organization currently use?

Free ChatGPT/Claude/Gemini accounts (personal)

Paid individual subscriptions (personal)

Company-provided ChatGPT/Claude for Business

Microsoft Copilot

Custom or specialized AI tools

None officially sanctioned

For those using AI, which statement best describes their current skill level?

Stage 1-2

Stage 3-4

Stage 5-6

Stage 7-8

Stage 9-10

Mixed

How are people currently learning to use AI in your company?

No organized learning happening

Self-teaching through trial and error

Sharing tips informally with colleagues

External free courses or YouTube videos

External paid recorded courses or live training

Structured internal training program

Part 2: Governance & Standards

Do you have written policies about AI use at work?

Comprehensive policies in place

Basic guidelines exist

Currently developing them

No, nothing formal

Do employees share prompts or AI workflows with each other?

Organized systems for sharing

Informally through email or chat

Occasionally, but not systematically

No, everyone works independently

Who owns AI strategy in your organization?

Dedicated AI leader, AI Council, or committee

IT department

Individual department heads

CEO/Executive team directly

No clear owner

What's your biggest concern about employees using AI?

Data security and confidentiality

Quality and accuracy of outputs

Compliance and legal issues

Wasted time and productivity loss

Creating unfair advantages between employees

Other

Other AI concerns

Part 3: Desired Future State

In 12 months, what percentage of your employees should be proficiently using AI?

25%

50%

75%

100%

What AI proficiency level do you want most employees to reach?

Basic (Stages 1-3)

Intermediate (Stages 4-6)

Advanced (Stages 7-8)

Automators (Stages 9-10)

Different levels for different roles

What's your primary goal for AI adoption?

Save time on repetitive tasks (efficiency)

Improve quality of work outputs (excellence)

Create new capabilities we don't have (innovation)

Stay competitive in our industry (survival)

Reduce operational costs (profitability)

Other

Other primary AI goal

How much time should the average employee save weekly through AI use?

1-2 hours

3-5 hours

6-8 hours

More than 8 hours

Not sure yet

Part 4: Implementation Readiness

What's your planned approach for AI training?

Train everyone at once

Start with leadership, then cascade down

Begin with specific departments

Let volunteers lead the way

Haven't decided yet

What budget range have you allocated for AI transformation this year?

Under $25,000

$25,000 - $50,000

$50,000 - $100,000

$100,000 - $250,000

Over $250,000

No specific budget yet

How will you measure AI adoption success?

Time saved per employee

Projects completed faster

Revenue or cost impact

Employee satisfaction scores

Competitive positioning

Increased inbound traffic/leads

Haven't defined metrics yet

What timeline do you have in mind for initial results?

30 days

90 days

6 months

12 months

No specific timeline

Part 5: Barriers & Support Needs

What's the biggest obstacle to AI adoption in your company?

Lack of technical knowledge

Employee resistance to change

No clear strategy or roadmap

Budget constraints

Leadership buy-in

Time for training

Other

Other biggest obstacle

What type of support would be most valuable?

Strategic planning and roadmap development

Hands-on skills training for employees

Custom tool development

Change management support

Ongoing coaching and support

All of the above

Do you have internal champions who could help drive adoption?

Several enthusiastic early adopters

One or two people

Not identified yet

No clear candidates

What would 'wild success' look like 12 months from now?

Part 6: Decision Criteria

If you decide to invest in structured AI transformation, what factors matter most?

Speed of implementation

12345

Measurable ROI

12345

Employee engagement

12345

Competitive advantage

Risk mitigation

Who needs to approve this initiative?

I can decide independently

Board approval required

Executive team consensus needed

Department heads must agree

Other stakeholders involved

When do you need to see measurable results to consider this successful?

Within 30 days

Within 90 days

Within 6 months

Within 12 months