# AI Transformation Assessment

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

Built Into Work | Vic Akosile | Version 1.0 | October 5, 2026

For: Function leaders and working teams
Use when: At the start of a planning discussion
Suggested time: 15 minutes

Use synthetic or authorized information. Keep sensitive work in approved tools. A named person owns each decision. These tools support discussion and planning; they are not validated assessments.

## 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.

Your response:

________________________________________________________________

### 2. Pilot programs

A named owner tests a scoped use case with guardrails.

Your response:

________________________________________________________________

### 3. Embedded workflows

AI is part of the standard process with measured results and ownership.

Your response:

________________________________________________________________

### 4. Integrated intelligence

Connected information supports decisions across workflows and teams.

Your response:

________________________________________________________________

### 5. Transformed function

Roles and the operating model change how the function delivers outcomes.

Your response:

________________________________________________________________

## 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?

Your response:

________________________________________________________________

### Evidence

What observed behavior supports the stage?

Your response:

________________________________________________________________

### Next move

What capability or decision comes next?

Your response:

________________________________________________________________

### Owner and review date

Who carries the action and when do you revisit it?

Your response:

________________________________________________________________

## Completed companion example

All organizations, workflows, numbers, and results in these examples are fictional and provided for learning. Targets are proposed decision criteria, not validated standards or promised outcomes.

**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.

**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.

## Working record

Owner:
Review date:
Decision:
Evidence still needed:

Original guide: https://builtinto.work/resources/transformation-assessment