01
Workflow boundary
Can the team name one repeated operation, where it starts and ends, and the friction it creates?
Free executive field guide
Is this AI workflow ready for a real decision?
Score one customer or service operation before a vendor, prototype, or strategy workshop turns interest into spend.
10 min
to complete
15
evidence checks
0–30
readiness score
A candid self-screen—not a maturity score, software recommendation, or substitute for operational evidence.
Get the field guide
Send me the checklist.
The PDF is available immediately after you submit. A copy and four short follow-ups will also arrive by email.
Format
Six-page PDF worksheet
Method
Evidence scored 0, 1, or 2
Output
A next-step decision for one workflow
What the checklist tests
Readiness is operating evidence—not enthusiasm.
Each prompt asks for something a sponsor can point to: a bounded process, a visible baseline, named owners, usable data, human control points, and the ability to act on the result.
02
Baseline and value
Is there enough operating evidence to compare the current state with a changed workflow?
03
Ownership and access
Are accountable business and technical owners available to make and execute the decision?
04
Data and controls
Can the workflow launch inside explicit data boundaries, human gates, and fallback rules?
05
Urgency and action
Does the decision matter now, and can the organization fund and absorb what comes next?
Interpret the score
The number is a screen. The evidence gates are the decision.
A high total does not erase a missing owner, absent baseline, unclear data access, or lack of authority to implement. The worksheet flags those required gates separately.
Score the evidence you have today—not what a team believes it can produce later.
24–30Diagnostic-ready
The evidence is strong enough to warrant a structured investment decision.
18–23Conditional
A few named gaps need owners before deeper analysis begins.
12–17Prepare
Build the operating evidence and sponsorship before buying an AI initiative.
0–11Stop or reframe
The workflow is too broad, unowned, or weakly evidenced to justify investment.
Use it when
The team needs a firmer first conversation.
- An executive has asked where AI should create value first.
- A vendor or internal team is proposing a prototype without a baseline.
- Multiple workflow ideas are competing for the same budget and attention.
- The organization needs to separate an attractive demo from a controllable launch.
What happens next
Keep the next step proportional to the evidence.
A lower score should trigger preparation or reframing—not another sales call. A strong score can support a focused conversation about the paid AI Workflow Value Diagnostic.