AI Transformation Assessment

Locate one workflow using evidence and agree on one next move.

For: Function leaders and working teams
Use when: At the start of a planning discussion
Suggested time: 15 minutes · Version 1.0 · October 5, 2026

Download printable guide (PDF) ↓Download editable template ↓Open original session worksheet ↗

Use this guide to structure a discussion, then record your answers in the editable template or printable PDF. Use synthetic or authorized information. A named person owns each decision.

1. Select the stage supported by evidence

Different workflows can be at different stages. This is a discussion aid, not a validated maturity score.

1. Individual experimentation: People independently use AI to improve personal work.
2. Pilot programs: A named owner tests a scoped use case with guardrails.
3. Embedded workflows: AI is part of the standard process with measured results and ownership.
4. Integrated intelligence: Connected information supports decisions across workflows and teams.
5. Transformed function: Roles and the operating model change how the function delivers outcomes.

See a completed companion example

Illustrative responses for a fictional workflow. These are planning assumptions, not client results.

1. Individual experimentation: Analysts try approved tools separately; no shared workflow owner yet.
2. Pilot programs: A lead runs synthetic policy-answer tests with a review plan.
3. Embedded workflows: A supported drafting step is used routinely with named reviewers and measured outcomes.
4. Integrated intelligence: Approved information supports multiple service workflows with reliable handoffs.
5. Transformed function: Responsibilities and capacity planning change based on sustained evidence, rather than one pilot.

2. Record a next move

Choose a stage for the named workflow, document what happens today, and commit to a next action.

Workflow and stage: Which part of the work are you assessing?
Evidence: What observed behavior supports the stage?
Next move: What capability or decision comes next?
Owner and review date: Who carries the action and when do you revisit it?

See a completed companion example

Illustrative responses for a fictional workflow. These are planning assumptions, not client results.

Workflow and stage: Routine policy answers; stage 2 during the synthetic pilot.
Evidence: Named owner, bounded test cases, approved test corpus, draft-only behavior.
Next move: Prove citation support and escalation before considering standard use.
Owner and review date: Service-desk lead; two weeks after kickoff.

Record the next decision.

What will you do next, who owns it, and when will you review the evidence? Keep unresolved assumptions visible.

Continue with these tools.

By Vic Akosile · Built Into Work. Use and adapt for your own work or your team’s work; credit the source when sharing adaptations. These tools are discussion aids, not validated assessments. Fictional examples and proposed targets do not establish readiness for real use.