1. Have you identified priority AI use cases tied to clear business needs and measurable outcomes? *

Not yet

Partly in place

In place and used consistently

2. Do you have an accountable sponsor, implementation owner, and phased AI plan with time and resources allocated? *

Not yet

Partly in place

In place and used consistently

3. Have you selected approved AI tools based on your workflows, integrations, data needs, and IT review? *

Not yet

Partly in place

In place and used consistently

4. Do employees know which information they may enter into approved AI tools and how to protect company and client data? *

Not yet

Partly in place

In place and used consistently

5. Do you have a documented AI-use policy that employees can access and apply to their roles? *

Not yet

Partly in place

In place and used consistently

6. Have you defined human review, accountability, and a process for reporting AI errors or concerns? *

Not yet

Partly in place

In place and used consistently

7. Do you have a communication plan explaining why AI is being adopted, what will change, and what employees can expect? *

Not yet

Partly in place

In place and used consistently

8. Do employees have a safe, ongoing way to ask questions, raise concerns, and contribute to AI decisions? *

Not yet

Partly in place

In place and used consistently

9. Have employees received hands-on, role-specific training using approved AI tools and real work tasks? *

Not yet

Partly in place

In place and used consistently

10. Are managers prepared to support adoption with practice time, coaching, and accessible internal help? *

Not yet

Partly in place

In place and used consistently

11. Have you designed a focused AI pilot with baseline measures for time, quality, and employee experience? *

Not yet

Partly in place

In place and used consistently

12. Is someone responsible for reviewing pilot results, monitoring risks, and improving AI use after launch? *

Not yet

Partly in place

In place and used consistently