AI Readiness Checklist

A free, two-page checklist to tell whether one of your workflows is ready for a governed AI agent, and what to fix first if it is not.

What the Checklist Covers

21 yes-or-no checks across six areas. It takes about ten minutes to complete for one workflow.

1. The workflow

Is it documented, frequent and owned by someone who can make decisions?

2. Data and systems

Is the information available, accessible and good enough to work from?

3. Rules and judgement

Are the rules written down, and do you know which decisions stay with people?

4. Risk and governance

Have security, privacy and compliance owners agreed the limits and audit needs?

5. People and change

Is the team involved, with reviewers and approvers named?

6. Measurement

Do you have a baseline and agreed measures of success?

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    Get the Checklist

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    Prefer to Talk It Through?

    Book a free 30-minute AI opportunity review and we will go through one workflow with you.