AI Readiness Assessment
Before you roll out AI, know what you're building on.
Most offices your size are about to make three or four decisions about AI in the next year - which tool, who gets it, what rules, what data it can touch. The Readiness Assessment tells you what you're working with before you make them: what your software already does, where sensitive information would flow, and what has to be settled first.
Who it's for
The owner, principal, or administrator who has decided AI is coming into the office and wants to do it deliberately - with a written rule, a vetted tool, and staff who know where the lines are. Not an enterprise engagement. One person, a few weeks, a plan you can act on.
What it is
A right-sized look at your ground conditions. I read what your existing software vendors have quietly shipped into the products you already license, walk your settings with you, and map where your data would go under each option in front of you. You get a prioritized "do this first" sequence and the language for a policy - not a forty-page report you'll never read.
I am not investigating your staff. This assessment looks at your systems and at the decisions ahead of you.
What you get
- A clear account of the AI features already inside the software you license - including the ones switched on by default
- A plain-language map of where your data would travel, given the information you hold
- A prioritized sequence: what to settle this week, this month, this quarter
- A short, readable summary you can share with a partner, board, or council
- Draft questions to put to your software vendors, on your letterhead, for your signature
One thing worth knowing
If you want to know what your staff have already been doing with AI - what's been pasted into a chatbot, what left the office - that's a different question, and a serious one. Looking backward can turn up things that carry an obligation to act once you know them. That's a conversation to have with a lawyer, not with me. I'll tell you so plainly, and I'll tell you who to call.
This assessment looks forward.
Many offices work through the priorities on their own from there. If you'd rather have me on call as you do - a question here, a second opinion there - that's available too.