AI Readiness: Self-Assessment

This self-assessment is from our guide, AI-Ready CX: A Leader’s Guide for Change, Adoption, and Impact. It’s designed to help you evaluate your organization’s readiness for implementing agentic AI initiatives. Each prompt assesses critical areas for success, enabling you to identify strengths and areas for improvement. Use this tool to gain confidence and clarity before embarking on your AI journey.

In Section 3 of the guide, we’ll revisit your AI-readiness score, breaking it down to help you interpret the results and take actionable steps toward building a tailored AI strategy for your organization.

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Readiness Quiz

For each category, assign a score between 1 (very low readiness) and 5 (very high readiness). Use the total score to assess your organization's AI readiness.
  1. Very low readiness: Significant gaps or challenges in this area.
  2. Low readiness: Limited readiness with some key deficiencies.
  3. Moderate readiness: Some strengths but still require improvement.
  4. High readiness: Well-prepared with minor improvements needed.
  5. Very high readiness: Fully prepared and equipped for this dimension.
  • Are leaders within the organization supportive of innovation and AI adoption?
  • Is there a culture of continuous improvement and openness to trying new approaches?
  • Do employees feel empowered to contribute to or embrace change initiatives?
  • Is there a clear vision and communication strategy for how AI will support organizational goals?
  • Do you have a centralized repository for CX data?
  • Is your data accurate, reliable, and regularly updated?
  • Can you easily analyze and access data across all customer touchpoints?
  • Are there existing metrics (e.g., CSAT, resolution time) that are tracked and actionable?
  • Does your organization have dedicated teams or roles for digital transformation?
  • Are employees trained in or aware of AI capabilities and potential?
  • Do you have access to external expertise (e.g., consultants or technology partners) to support AI initiatives?
  • Are there programs in place for upskilling and reskilling employees to adapt to AI-driven changes?
  • Does your IT infrastructure support the implementation of new technologies?
  • Are existing systems and platforms scalable and interoperable with AI solutions?
  • Is there a process for evaluating, selecting, and integrating technology partners?
  • Do you have a track record of successfully adopting new technologies?
  • Are agentic AI initiatives tied to clearly defined business outcomes?
  • Do you have a roadmap for how AI will align with and enhance strategic priorities?
  • Is there alignment between leadership, IT, and functional teams on the purpose of AI?
  • Are success metrics for AI implementation identified and agreed upon?
  • Are there established protocols for managing risks associated with AI (e.g., data security, ethical considerations)?
  • Do you have clear policies for data governance and privacy compliance?
  • Is there a framework for monitoring and assessing the performance of AI solutions?
  • Are stakeholders actively involved in discussions about risk and governance?
  • Is there a budget allocated for AI initiatives?
  • Do you have resources (human, financial, technological) to sustain an agentic AI implementation?
  • Are there processes to measure ROI from AI projects?
  • Can additional funding or resources be secured if needed?

Questions about your result? Request a meeting—we’d be happy to help you assess your AI readiness in more depth.