Agentic AI Readiness Assessment | 5-Minute Self-Assessment

Pillar 1

Process Complexity

How well-understood is the root cause when a core operational process breaks down or stalls?

Score: 0/3

The point of failure is generally known, even without formal tracking

Recurring issues have been escalated more than once

Teams currently rely on a known workaround

What typically causes delays in your most complex cross-functional workflows?

Score: 0/3

Information has to be gathered across multiple systems

Resolution depends on judgment, not a fixed procedure

Outcomes vary depending on who handles it

How consistently are key processes executed across teams or regions?

Score: 0/3

Inconsistency has been noticed, even if not formally measured

It's been raised in a leadership discussion

It has measurably affected quality, speed, or customer experience

How much does execution quality on important workflows depend on individual experience?

Score: 0/3

Certain workflows require real judgment, not just a checklist

More experienced staff produce noticeably better outcomes

There's no single documented "right way" for at least one key workflow

Pillar 2

Integration Readiness

How feasible would it be to connect a new tool to your core systems?

Score: 0/3

Feasible with moderate engineering effort

Similar integrations have been done successfully before

Core systems are modern enough that this isn't a major lift

How would you assess the data available for a pilot initiative?

Score: 0/3

Usable without a major cleanup effort first

Its location and ownership are reasonably well known

It's been used for something similar before

Could a pilot run without touching customer-facing or mission-critical systems?

Score: 0/3

A non-production environment exists or could be stood up quickly

Contained pilots have been run before without major risk

It wouldn't require extended risk/compliance review to start

How long would it realistically take to get approval for a scoped pilot?

Score: 0/3

Weeks rather than months, with the right sponsor

Existing team bandwidth could absorb it without major reprioritization

Governance or procurement isn't typically the bottleneck here

Pillar 3

Organizational Readiness

How would you characterize the outcome of previous AI or automation investments?

Score: 0/3

Useful lessons were learned, even without strong ROI

There's clear appetite for the next attempt to deliver more

Leadership is actively looking for the next initiative to back

How would your teams likely respond to a new AI-driven system changing how they work?

Score: 0/3

Some resistance is expected, but it's manageable with change management

Teams have adapted to similar changes before without major disruption

There's active interest from the teams who'd be affected

Is there a specific person who would own this initiative day-to-day?

Score: 0/3

Someone could be assigned, even without a formal title yet

A likely owner already exists based on current responsibilities

A named executive sponsor is ready to champion this

How comfortable is your organization with a system making decisions with limited human oversight?

Score: 0/3

Comfortable in low-stakes areas, with oversight elsewhere

There's precedent for trusting automated systems in some areas

Governance frameworks already exist for overseeing this kind of risk

Red Flags (Disqualifiers)

Red Flags: 0/5

We know we need AI but haven't picked a problem to solve

No technical point person available to partner on implementation

Expecting one system to handle all processes at once, out of the gate

Can't define success beyond "be more innovative" or "keep up with competitors"

Looking for a single tool, not a system architecture

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