
Assess / Step 01
Readiness baseline
We establish a clear starting point across people, leadership, workflows, data, risk, and change capacity before any tool or pilot decision is made.
Client question
Are we ready enough to move, and what would block adoption first?
Readiness scan
Leadership, data, workflow, governance, and change signals

Field signal
1Leadership perspective
2Current systems context
3Existing AI use
Decision view
Step 01Shared baseline
Signal
Named first constraint
Signal
Clear next conversation
Signal
01
Input
02
Workshop
03
Output
What we need
Leadership perspective
Current systems context
Existing AI use
Known risks
What happens
Score practical readiness dimensions
Surface the weakest adoption constraint
Separate urgency from actual implementation capacity
What you leave with
Readiness scorecard
Strengths and constraints
Recommended starting posture
Evidence standard
This step is complete when the decision can be explained clearly.
Shared baseline
Named first constraint
Clear next conversation