AI Readiness Assessment Template
Measure your organization’s preparedness for AI integration with our AI Readiness Assessment Template.
What is an AI Readiness Assessment Template?
An AI Readiness Assessment Template evaluates how prepared an organization is to adopt and integrate artificial intelligence (AI) technologies. AI readiness surveys help identify strengths, gaps, and areas for improvement before launching AI initiatives.
What should an AI readiness assessment include?
A well-designed AI readiness assessment should include the following components:
- Organizational goals for AI: Explain the purpose of the survey, including AI implementation goals.
- Employee awareness and training needs: Evaluate employee understanding of AI concepts, comfort levels, and perceived impacts.
- Existing use of automation or machine learning: Determine if and how employees or departments already use AI, machine learning, or automation tools.
- Risk, compliance, and ethical considerations: Gauge awareness and preparedness around AI use's legal, ethical, and regulatory aspects.
- Leadership alignment and vision: Evaluate how aligned leadership is around the role of AI in the organization.
- Technology stack and scalability: Document the current technology stack, including core systems, platforms, and software tools.
Sample AI readiness assessment questions
Use the following AI readiness assessment questions to benchmark employees’ AI knowledge, adoption, and challenges.
- How often are you currently using AI-powered tools or platforms?
- Which of the following AI tools or technologies have you used? (Select all that apply)
- Are you interested in using AI at work?
- How would you rate your understanding of AI applications?
- What is blocking you from adopting AI in your role?
- How well do you understand company AI policies?
- Are there any specific tasks at work that you think AI could help you solve?
Who should use an AI Readiness Assessment Template?
Artificial intelligence has touched nearly all industries, so most businesses can leverage feedback from an AI readiness assessment. IT leaders, innovation teams, HR departments, and business strategists may find the AI Readiness Assessment Template especially useful as they explore AI integration across operations, products, and workflows.
How does an AI readiness assessment work?
To get the most from an AI readiness assessment, consider the following process:
- Customize the template based on your organization’s goals: Artificial intelligence has numerous use cases, including automation and data analysis. Personalizing the template will help you gather targeted and actionable information.
- Distribute it internally across teams or departments: Distribute the survey among teams impacted by AI adoption. Don’t overlook unsuspecting teams, including legal and data compliance teams.
- Evaluate organizational infrastructure, employee skills, and data readiness: Segment the data by department and employee level to understand potential knowledge gaps and use cases.
- Prioritize areas for AI investment or training: Prepare employees and stakeholders for AI adoption with thorough training and competency surveys to ensure their confidence.
- Use the insights to develop a clear AI adoption strategy: Roll out AI tools first to smaller groups to understand their use. Create workflows and documentation, as needed, to roll out to other employees.
Why use an AI Readiness Assessment Template?
An AI Readiness Assessment Template is a tool for IT and leadership teams to evaluate employees’ AI awareness and for employees to voice their concerns.
For organizations:
- Identify technical and cultural barriers to AI adoption: IT teams can forecast potential challenges such as infrastructure limitations, security and privacy concerns, and outdated IT systems.
- Understand where teams need support or education: People and IT managers can identify misperceptions and knowledge gaps within teams and departments. Collaborating with stakeholders, they can develop curricula or workshops to ensure employees understand expectations and outcomes.
- Reduce risks associated with poor implementation: IT teams can address issues early, minimize the likelihood of failure, and create a risk management plan to ensure a smooth rollout and maintain business continuity.
- Build a roadmap for AI integration based on real readiness levels: Organizational leaders and IT teams can create an informed rollout plan for success.
For employees and teams:
- Voice concerns or skill gaps before rollout: Artificial intelligence may present functional or ethical concerns, such as implications for legal teams. Employees are empowered to voice AI-related concerns.
- Get involved in shaping AI strategies: Employees can influence how AI is implemented within their departments by leveraging their practical knowledge and experience. Collaboration among departments can help create AI solutions that serve the company's goals while respecting teams' requirements.
- Align expectations around what AI can and cannot do: Misunderstanding the capabilities of AI can lead to frustration, particularly if teams expect AI to solve complex problems beyond its reach. Open communication about AI’s strengths and limitations, coupled with training on how to interact with AI systems effectively, helps employees set realistic goals.
How to use the AI Readiness Assessment Template
To use our AI Readiness Assessment Template, follow these steps:
- Tailor the template: The SurveyMonkey AI Readiness Assessment Template is fully customizable. Update the template with your branding and questions specific to your AI goals and industry.
- Roll it out across departments: First, send the assessment to tech-forward teams, followed by teams affected by the rollout in decreasing order of use.
- Benchmark current readiness: Use the survey results to assess employee knowledge and AI use.
- Create action plans based on insights: Use the feedback to create an AI implementation plan, including an AI framework and employee training.
- Repeat assessments over time to track progress: AI is an advancing technology. Continue to assess how employees respond to the changes to inform training and infrastructure upgrades.
Best practices for interpreting results
Deploying an AI Readiness Assessment Template is simple with SurveyMonkey. Interpreting data is another challenge. Consider the following best practices for interpreting your results:
- Look for readiness gaps between leadership and team-level execution: Successful AI adoption requires alignment between leadership vision and on-the-ground capabilities. Often, leadership may be enthusiastic about AI's potential, while teams lack the tools, training, or clarity to execute effectively. Identifying these gaps early allows organizations to tailor support, clarify priorities, and ensure strategic ambitions are grounded in operational reality.
- Prioritize foundational needs: Before scaling AI projects, ensure that the foundations—clean, accessible data, tools and platforms, and technical and domain knowledge—are in place across all relevant teams. This approach reduces friction during implementation and helps avoid costly rework or project delays caused by missing basics.
- Use insights to secure buy-in and funding for AI initiatives: Demonstrating clear ROI potential, efficiency gains, or competitive advantages, IT teams can build a compelling case for continued investment. Grounding funding requests in real operational needs and measurable benefits makes leadership more likely to champion and sustain AI initiatives.
- Share progress, results, and lessons learned with the organization: Transparency builds trust, helps dispel misconceptions, and shows that the organization is learning and adapting. Celebrating quick wins and acknowledging challenges fosters a culture of openness and continuous improvement, encouraging more teams to engage with and support AI efforts.
Get started with our AI Readiness Assessment Template
Help your team prepare for the future of work with our expert-written AI Readiness Assessment Survey Template. Fully customizable and designed for IT, people, and HR teams, this template helps you evaluate current AI usage and assess organizational readiness for adoption.
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