Checklist

AI Readiness Checklist

A checklist for deciding whether an AI chatbot, RAG assistant, agent, or automation workflow is ready to build.

Checklist

  • Identify the business workflow, owner, and expected result
  • Confirm available documents, data, and APIs
  • Define human review for sensitive outputs
  • Plan logging, testing, and improvement cycles

How to use this checklist

Use the checklist to identify the business problem, accountable owner, approved data, expected users, prohibited uses, human review, evaluation method, provider constraints, and operating support required for an AI pilot.

Need help planning?

An AI readiness review should end with a suitable pilot, a reason to defer, or a list of evidence and controls that must be resolved before implementation.

Start planning
Free consultation