Description
Enthusiasm is not the same as readiness
It’s easy for a department to say they’re ready for an AI pilot. It’s harder to confirm that their data is clean, their processes are documented, their team has the skill, and the risks involved have actually been written down anywhere.
This kit scores readiness across five real dimensions, logs every risk with likelihood and impact, and combines both into one clear recommendation per department: Proceed, Proceed with Caution, or Not Ready.
What you get
1. A 10-sheet Excel workbook
- Start Here — how the sheets connect
- Department Assessment Directory — every department being assessed, with assessor and status
- Readiness Scoring — each department scored 1-5 on five readiness dimensions
- Readiness Score by Dept — average readiness score and level, per department, calculated automatically
- Risk Assessment Log — every identified risk, scored by likelihood and impact
- Risk Score by Category — which risk category is the biggest concern, company-wide
- Readiness vs Risk Matrix — readiness and risk combined into one clear recommendation per department
- Action Items Log — what needs to happen before a department can safely move forward
- Department Lookup — type a department, see its full readiness and risk record instantly
- Dashboard — departments assessed, overall readiness and risk, and departments ready to proceed, live
2. An 11-page companion guide (PDF)
How to score readiness honestly, even when leadership is enthusiastic, how likelihood and impact combine into a risk score, what separates ‘Proceed with Caution’ from ‘Not Ready’, and a short pre-pilot review routine.
3. A Notion template
An importable Notion workspace mirroring the key tracking tables, with a quick-reference section and a next-actions checklist.
Built for
- Leadership teams deciding which department gets the next AI pilot
- Risk, compliance, and operations leads who need a written readiness record before approving a rollout
- Anyone who has seen an AI pilot stall because a real risk was never raised until it was too late
- Teams running the same readiness review across multiple departments on a recurring basis
What’s in the file
- 1 x Excel workbook (.xlsx) — formulas live and editable
- 1 x PDF companion guide, 11 pages
- 1 x Notion import file (Markdown) — key tables ready to import
- Delivered as a single ZIP, available immediately after payment
Compatibility
Microsoft Excel 2016 and later, Microsoft 365, Google Sheets, and LibreOffice Calc. Works with any AI tool, any team structure, and any naming convention — you enter your own data rather than being locked into a fixed list of vendors or categories.
This is a planning and organization tool. It does not constitute tax, accounting, legal, or financial advice. Results depend on the accuracy of the figures you enter.
Frequently asked questions
Does this replace a formal compliance or legal review?
No — it’s a structured first-pass readiness and risk screen. Any department heading toward ‘Proceed’ on a regulated or sensitive use case should still go through your formal review process.
How many departments can I assess?
The directory ships with room for 15 departments — copy a row down to add more.
How is the Recommendation calculated?
Readiness score and average risk score combined against fixed thresholds — Proceed, Proceed with Caution, or Not Ready — fully explained and editable in the guide.
Will this work in Google Sheets?
Yes. Upload to Google Drive and open with Google Sheets — formulas, dropdowns, and the chart all carry over.
What if a department’s readiness improves after action items close?
Re-score it in the Readiness Scoring tab — the Readiness vs Risk Matrix and Recommendation update automatically to reflect the new score.
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