Assessment Tools

Assessment Tools

Resources that help leaders evaluate whether AI initiatives are justified, feasible, and ready for implementation.

These resources help leaders evaluate whether AI initiatives are justified, feasible, and ready for implementation. Each tool is built to surface honest answers — including the answer that an initiative should not proceed.

AI Pilot Go / No-Go Worksheet

A structured evaluation framework used before approving AI pilots.

  • Business value
  • Data readiness
  • Leadership sponsorship
  • Operational feasibility
  • Governance maturity
  • Success measurement

AI Risk Review Template

A practical framework for assessing the risk surface of an AI initiative.

  • Data privacy risk
  • Security risk
  • Regulatory risk
  • Operational risk
  • Human oversight requirements
  • Vendor dependency risk
  • Model performance risk

AI Investment Decision Canvas

A decision-making framework helping leaders answer the questions that matter before funding.

  • Why this initiative?
  • Why now?
  • What outcome improves?
  • What capabilities are missing?
  • What risks exist?
  • What conditions must be satisfied before approval?

Executive Workshop Workbook

A structured facilitation guide for leadership teams evaluating AI opportunities.