AI Readiness Checklist for Mission-Driven Organizations

Discover where your organization stands and identify your perfect starting points for ethical AI adoption.

Brenneis Strategic Consulting

BrenneisAI.com

Rate each statement as Yes, Somewhat, or No.

Be honest—this isn't a test, it's a roadmap to help you move forward with confidence.

After the survey, simply enter your information into the form & you will be taken to your results.

Part 1/5: Mission & Strategy Alignment

Organizations with clear goals and leadership buy-in see faster, more successful AI adoption.

We have clearly defined organizational goals for the next 12 months. *

Yes

Somewhat

No / Not Sure

Our leadership team is open to exploring new tools and processes. *

Yes

Somewhat

No / Not Sure

We regularly evaluate and improve our current workflows. *

Yes

Somewhat

No / Not Sure

Our team understands that AI should support our mission, not replace our people. *

Yes

Somewhat

No / Not Sure

We have identified specific pain points or time-consuming tasks that hold us back. *

Yes

Somewhat

No / Not Sure

Part 2/5: Team & Culture Readiness

A growth mindset and internal champion are worth more than technical expertise at the start.

Our team is generally comfortable learning new technology. *

Yes

Somewhat

No / Not Sure

We have at least one person who could serve as an "AI champion" or point person. *

Yes

Somewhat

No / Not Sure

Our staff feels supported when learning new skills or tools. *

Yes

Somewhat

No / Not Sure

We communicate changes and new initiatives clearly across the organization. *

Yes

Somewhat

No / Not Sure

Our team is curious about how AI could make their work easier (not fearful). *

Yes

Somewhat

No / Not Sure

Part 3/5: Current Technology & Data Practices

You don't need perfect systems, but organized data and basic security create a safer foundation for AI tools.

We use cloud-based tools (Google Workspace, Microsoft 365, or similar). *

Yes

Somewhat

No / Not Sure

Our data is generally organized and accessible when we need it. *

Yes

Somewhat

No / Not Sure

We have basic cybersecurity practices in place (strong passwords, regular updates). *

Yes

Somewhat

No / Not Sure

We understand what data we can and cannot share externally. *

Yes

Somewhat

No / Not Sure

We regularly back up our important files and documents. *

Yes

Somewhat

No / Not Sure

Part 4/5: Resource & Capacity Assessment

Small, consistent investments in time and resources yield better results than sporadic, intensive efforts.

We have 2-4 hours per week to dedicate to learning, and implementing new tools. *

Yes

Somewhat

No / Not Sure

We have a modest budget for productivity tools ($200-300/month). *

Yes

Somewhat

No / Not Sure

Our leadership will support staff time spent on learning AI tools. *

Yes

Somewhat

No / Not Sure

We can commit to testing new approaches for at least 30-60 days. *

Yes

Somewhat

No / Not Sure

We have identified who would be responsible for managing new AI tools. *

Yes

Somewhat

No / Not Sure

Part 5/5: Ethical & Risk Considerations

Organizations that prioritize ethics from the start build stronger, more sustainable AI practices.

We understand the importance of not putting sensitive data into public AI tools. *

Yes

Somewhat

No / Not Sure

We are committed to being transparent about when and how we use AI. *

Yes

Somewhat

No / Not Sure

We want to ensure our AI use aligns with our values and mission. *

Yes

Somewhat

No / not Sure

We understand that AI outputs need human review and oversight. *

Yes

Somewhat

No / Not Sure

We are interested in learning about bias and fairness in AI applications. *

Yes

Somewhat

No / Not Sure

Get Your Free AI Strategy Session

Share your details below and we'll provide personalized insights plus next steps tailored to your organization's needs and goals.

You will also have the option to schedule a free, no hassle call to go over the results and receive a personalized 30, 60, and 90 day roadmap to reclaiming your hours for mission critical work.

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