1. How would you describe your personal relationship with AI tools right now?
Select… Never really used them, just starting to explore Tried a few things but not using them regularly Use AI tools regularly, part of how I work Use them daily and confident guiding others
2. If a client or peer asked what AI could do for your business, how well could you answer?
Select… I’d struggle, no clear answer yet Could give a vague answer, not specific Could give a reasonable answer for most of it Very well, clearly and with real examples
3. Which best describes where AI is currently being used in your business?
Select… Nowhere, haven’t started A couple of people experimenting quietly A few specific areas, nothing coordinated Across multiple parts with shared direction
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4. Who is actually driving AI adoption in your business right now?
Select… No one, not being driven at all Individual employees doing their own thing A specific team or function (e.g. marketing) Leadership, intentional direction from the top
5. Does your business have a defined plan for how you want to use AI?
Select… No, haven’t thought about it formally Loosely: ideas but nothing written Documented but not really being used Yes, a clear plan we’re actively working from
6. How clear are you on where AI could create the most value in your business?
Select… Not clear at all Some ideas, vague on where to start Fairly clear on the top 2-3 areas Very clear, have specific use cases identified
7. How would you describe the quality of your core business data?
Select… Messy, inconsistent and hard to find Decent: mostly digital, but scattered Good: reliable and easy for most to access Excellent: clean, centralized, and ready for AI
8. How easily can your team access the data they need to do their jobs?
Select… Hard: involves asking others or manual work Okay: they can find it but it takes time Easy: most data is self-service Instant: data is available exactly when needed
9. How would you describe your company’s approach to data security?
Select… Minimal: it’s not a focus yet Reactive: we fix things when they break Proactive: we have basic security in place Strategic: security is part of every decision
10. How would you describe your team’s curiosity regarding AI?
Select… Low: most are indifferent or skeptical Pockets of interest from a few people Generally high: people are asking questions Very high: an adaptable and curious team
11. Do you have written guidelines for employee AI usage?
Select… No, and it hasn’t come up Basic guidelines, not widely known No formal policy, just common sense Yes, a clear policy people actually know
12. Does a real person review AI content before use?
Select… Rarely or never, used as-is Sometimes, depends on the person Usually yes, especially customer-facing Someone always reviews before it goes anywhere
13. What is the single biggest barrier stopping you from moving forward?
Select… Don’t know enough, feels overwhelming No strategy, don’t know where to focus Not sure it would pay off, ROI unclear Already moving, challenge is scaling success
14. Has your organization identified areas where AI would provide the biggest ROI?
Select… Yes, we have a prioritized list of projects We have ideas, but haven’t ranked them yet We have general ideas (e.g., ‘marketing’) We are still in the ‘blue sky’ phase
15. Are you in a position to decide and invest if an AI opportunity came along?
Select… Not right now, priorities won’t allow it Possibly, would need to make a case Likely yes, have flexibility and appetite Yes, I have authority and budget now
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