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AI Readiness Assessment – client onboardingMartin McGarry2025-12-16T20:55:55-04:00

Step 1 of 8

12%

Purpose

This questionnaire helps us understand how your department and team currently operates, what challenges you face, and where you see opportunities for improvement; whether there are frustrations with the systems used, the process, or something else. We're interested in your day-to-day reality—how work actually gets done.

Instructions

  • Answer based on what actually happens in your department and team today
  • Be specific with examples where possible
  • There are no wrong answers—we need to understand your reality
  • This should take approximately 15 minutes to complete

Respondent Information

Section A: Understanding Your Work & Strategic Context

Think about what your team actually does daily/weekly. For example: "Processing customer requests," "Creating reports," "Reviewing applications," "Responding to inquiries," etc.
2. Please indicate how much you agree or disagree with the following statement. Our department has clear, measurable success metrics that guide our daily work.(Required)
Think about: What gets reported to leadership? What are you held accountable for? Speed? Accuracy? Volume? Cost? Customer satisfaction? Error rates?
Describe in 2-3 sentences...
3. Which of the following best describes your department's strategic priorities or focus areas?(Required)
Check all that apply:
Describe your other priority...
Describe in 1-2 sentences...
4. Which of these characteristics best describe your typical workflows?(Required)
Check all that apply:
What slows them down, creates extra work, causes errors, or makes their jobs harder? Be specific.

Section B: Information & Data

6. Where does your team go to look up information they need for their daily work?(Required)
Check all that apply:
7. Please indicate how much you agree or disagree with the following statement. The information our team needs is readily available and easy to access.(Required)
Describe any challenges with accessing information...
8. Please indicate how much you agree or disagree with the following statement. The information we work with is consistently accurate and reliable.(Required)
Problems might include: information is outdated, incomplete, contradictory across systems, formatted inconsistently, or simply missing.
9. Please indicate how much you agree or disagree with the following statement. It's clear who is responsible for keeping our department's information accurate and up-to-date.(Required)

Section C: Processes, Decisions & Governance

10. Please indicate how much you agree or disagree with the following statement. Our team has documented processes for major activities.(Required)

ℹ️ Note: Answer questions 11 if your team has documented processes (skip if you strongly disagreed with Question 10)

11. Please indicate how much you agree or disagree about the following. Our process documentation accurately reflects how we currently work.(Required)
12. Please indicate how much you agree or disagree with the following statement. Team members consistently follow documented processes.(Required)
13. When your team makes decisions (approving requests, prioritizing work, resolving issues, etc.), how do they typically decide what to do?(Required)
Check all that apply:
14. Please indicate how much you agree or disagree with the following statement: Our team knows who to go to for approvals and who has authority to make final decisions.(Required)
15. Please indicate how much you agree or disagree with the following statement. We have clearly documented guidance on compliance requirements that affect our work.(Required)
Think about: compliance requirements, data privacy rules, industry regulations, internal policies, legal constraints, etc.

Section D: Team Capabilities & Skills

16. Please indicate how much you agree or disagree with the following statement. Our team is comfortable learning, adapting to, and using new technology and digital tools.(Required)
Think about: using new software, troubleshooting basic issues, adapting to system changes, working with data/spreadsheets.
17. Which of the following skill or capability needs would most benefit your team?(Required)
Check all that apply:

Section E: AI Awareness & Sentiment

18. How would you describe your team's current exposure to or use of artificial intelligence (AI)?(Required)
AI might include: Chatbots, automated recommendations, predictive analytics, document processing, intelligent search, virtual assistants, etc.
Describe the AI tools you use or have experimented with...
19. Please indicate how much you agree or disagree with the following statement. AI could help our team work more efficiently.(Required)
20. Please indicate how much you agree or disagree with the following statement. I am confident AI can be implemented successfully in our work.(Required)
21. Please indicate how much you agree or disagree with the following statement. I am concerned about AI's impact on job security or work quality.(Required)

Section F: Change Readiness & Support

22. Please indicate how much you agree or disagree with the following statement. Our team embraces new processes and ways of working.(Required)
Describe what influences your team's openness to change...
23. Please indicate how much you agree or disagree with the following statement. Our team has strong leadership support for making improvements.(Required)
Think about: executive attention, budget availability, willingness to invest time, priority compared to other initiatives.
24. Please indicate how much you agree or disagree with the following statement. Our department operates efficiently and effectively.(Required)
Describe in 2-3 sentences...

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  • USA

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1178 Broadway

3rd Floor #3217

New York, NY

10001

Los Angeles

3680 Wilshire Blvd.

Ste P04 – 1424

Los Angeles, CA

90010

Chicago

1 East Erie St.

Suite 525 – 4450

Chicago, IL

60611

Dallas

2807 Allen St.

#2196

Dallas, TX

75204

San Francisco

2930 Domingo Ave.

#1497

Berkeley, CA

94705

Boston

6 Liberty Sq.

#2219

Boston, MA

02109

Toronto

151 Yonge St.

11th Floor

Toronto, ON

M5C 2W7

Ottawa

1335 Carling Ave.

6th Floor

Ottawa, ON

K1Z 8N8

Vancouver

1500 West Georgia

Suite 1300

Vancouver, BC

V6G 2Z6

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Work locations

USA

New York

1178 Broadway
3rd Floor #3217
New York, NY
10001

Los Angeles

3680 Wilshire Blvd.
Ste P04 – 1424
Los Angeles, CA
90010

Chicago

1 East Erie St.
Suite 525 – 4450
Chicago, IL
60611

Dallas

2807 Allen St.
#2196
Dallas, TX
75204

San Francisco

2930 Domingo Ave.
#1497
Berkeley, CA
94705

Boston

6 Liberty Sq.
#2219
Boston, MA
02109

CANADA

Toronto

151 Yonge St.
11th Floor
Toronto, ON
M5C 2W7

Ottawa

1335 Carling Ave.
6th Floor
Ottawa, ON
K1Z 8N8

Vancouver

1500 West Georgia
Suite 1300
Vancouver, BC
V6G 2Z6
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