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AI Readiness Checklist

Your Roadmap to AI Success

Before We Begin...

Think of AI like a master chef - even the best chef can't make a gourmet meal from spoiled ingredients. This checklist will help you get your "data kitchen" ready for AI success.

Remember: This checklist isn't about perfection - it's about progress. Think of it as your friendly guide to getting AI-ready, one manageable step at a time.

📊 Data Foundation

Your Digital Pantry
Just like cooking, AI needs quality ingredients. Let's check your data pantry!

Data Inventory Complete

You know what data you have and where it lives (spreadsheets, databases, that one person's desktop)

Consistent Naming Conventions

Your files aren't named "Final_FINAL_v2_ACTUALLY_FINAL.xlsx" (we've all been there)

Regular Data Cleaning Schedule

Someone actually removes duplicates and fixes typos (not just talks about it at meetings)

Data Backup & Recovery Plan

Because "oops" moments happen to the best of us

Access Controls in Place

Not everyone needs to see everything (looking at you, intern with admin access)

👥 Team Readiness

Your AI Champions
AI isn't replacing your team - it's giving them superpowers. Let's check their cape fitting!

Leadership Buy-In

Your leaders are excited about AI (not just nodding along in meetings)

AI Champion Identified

Someone who gets genuinely excited about automation possibilities

Team Communication Plan

Everyone knows AI is coming to help, not to judge their Excel skills

Learning Culture

Your team sees new tech as an opportunity, not a threat

Time Allocated for Training

Because "figure it out in your spare time" isn't a training plan

📋 Process Documentation

Your Business Recipe Book
AI can't improve what it doesn't understand. Time to write down those "tribal knowledge" recipes!

Key Processes Documented

Not just in Sarah's head who's been here for 10 years

Current Workflow Maps

You can actually explain how work flows through your organization

Pain Points Identified

You know where the bottlenecks live (and it's not always Bob from accounting)

Success Metrics Defined

You measure success with numbers, not just feelings

Regular Process Reviews

"We've always done it this way" isn't your company motto

🔧 Technology Infrastructure

Your Digital Foundation
Like building a house, AI needs a solid foundation. Let's check your digital concrete!

Cloud or Modern On-Premise Setup

Your servers aren't older than your newest employee

API Capabilities

Your systems can talk to each other (not just glare across the room)

Security Protocols

Better than just hoping hackers are busy elsewhere

Scalability Plan

You can grow without everything falling apart

Regular Updates & Maintenance

"If it ain't broke, don't fix it" doesn't apply to software

💰 Budget & Resources

Your Investment Plan
Good news: AI ROI often pays for itself. Let's make sure you're ready to invest wisely!

AI Budget Allocated

Even if it's modest - every journey starts with a single step

ROI Expectations Set

You know what success looks like (hint: it's not magic)

Pilot Project Identified

Start small, win big - Rome wasn't automated in a day

Success Metrics Defined

You'll know when AI is working (beyond just feeling fancy)

Continuous Improvement Plan

Because AI gets better with age, like fine wine or cheese