The Assessment

A graded scorecard that shows what to fix before you invest in AI.

The AI Readiness Assessment grades a growing company or a Colorado city or county on three pillars and ten sub-scores, then hands you a roadmap of fixes in three weeks.

Book a readiness call See a sample scorecard

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Three pillars, ten sub-scores

Each pillar is graded on its own, so you see whether the problem is your data, your direction, or your people. The overall grade rolls up from all ten sub-scores.

Pillar 1: Information & Data Foundation

Whether your files, records, and systems are organized, governed, and secure enough for AI tools to draw on them safely.

1.1: Data inventory and ownershipWhether you know what data you hold, where it lives, and who is accountable for each source.
1.2: Information architecture and findabilityWhether people and AI tools can find the current version of a document in under a minute.
1.3: Data quality and governanceWhether records are accurate, current, labeled, and governed by rules people follow.
1.4: Security and access controlWhether permissions match job roles, so an AI assistant cannot surface what a user should not see.

Pillar 2: Business Direction

Whether leadership has named the problems AI should solve, who owns them, and how results will be measured.

2.1: Strategic intent and use casesWhether leadership has named specific problems for AI to solve, not a general wish to use it.
2.2: Sponsorship and budgetWhether a named executive owns the work and the budget covers licenses, training, and cleanup.
2.3: Measurement and returnWhether you can say what success looks like in hours, dollars, or response times, and measure it.

Pillar 3: People & Tool Readiness

Whether staff have the skills, licenses, policies, and support to use AI tools well on the platforms you already own.

3.1: Staff skills and AI literacyWhether staff understand what AI tools can and cannot do, and where they should not be used.
3.2: Platform and toolingWhether the platforms you own, and the licenses on them, can support the tools you have in mind.
3.3: Policy and change managementWhether an acceptable-use policy exists, is known, and has a plan to keep it current.

What the scorecard looks like

One page, ten sub-scores, three pillar grades, and an overall grade. This is a sample, not a real client.

Download the full sample PDF

How grades work

Every sub-score gets a letter from A to F. Pillar and overall grades roll up from those ten letters, so the scorecard reads the same way whether you are a 40-person firm or a county department.

Grade AReady. Start AI projects now.
Grade BNearly ready. Small fixes, then start.
Grade C+Workable with a short list of fixes first.
Grade CGaps that will slow or sour a first project.
Grade C-Real risk. Fix before you buy licenses.
Grade DFoundational work needed before any AI project.
Grade FMissing or unsafe. Start with the basics.

Three weeks, three steps

About six hours of your team's time in total. You approve the sample of documents we review, and we change nothing in your systems.

Week 1
Step 1: Discovery
Interviews with leadership and staff, a review of your tenant and systems, and a sample of real documents. We work from what you have, not a questionnaire.
Week 2
Step 2: Analysis and scoring
Each of the ten sub-scores is graded A to F against the rubric, with the evidence behind every grade.
Week 3
Step 3: Readout and roadmap
A 90-minute readout, the scorecard, and a remediation roadmap ordered by what moves your grade fastest.

What you get at the readout

Everything is yours to keep, whether or not you hire us for the fixes.

Get the sample scorecard See remediation engagements

A one-page scorecard with ten sub-scores, three pillar grades, and an overall grade
Findings for every sub-score, with the evidence behind the grade
A remediation roadmap ordered by how fast each fix moves your grade
A 90-minute readout for leadership, or for council
Each fix matched to a remediation engagement, sized in weeks

Questions before you book

How much of our team’s time does this take?

About six hours in total across three weeks. Most of it is two leadership interviews and a working session with whoever administers your Microsoft 365 tenant.

Do we need to be on Microsoft 365?

No, but most of our clients are, and the rubric goes deepest there. If you use another platform we will tell you on the call whether the assessment fits.

Do you need access to our systems?

Read-only access to your tenant and a sample of documents you choose. We never change anything during the assessment.

What does it cost?

A fixed fee, quoted on the readiness call. There is no charge for the call.

Are we required to buy the remediation work?

No. The scorecard and roadmap are yours to keep, and you can take them to any vendor or fix everything in-house.

How often should we repeat it?

Most clients reassess after they finish the first round of fixes, usually within 6 to 12 months.