AI Readiness Assessment

Strategic Opportunities

We understand our business and market thoroughly and have rigorously identified, sized and prioritized AI-related opportunities for revenue and efficiency gain.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

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Strategic Threats

We have a comprehensive view of our competitive landscape and have rigorously identified current and potential sources of new AI-driven competition or disruption.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Strategy Process

We follow a systematic process for continuously monitoring change in the market and adapting strategy as necessary, with a particular focus on AI-related impacts.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Staff Acumen

We have established expectations for baseline AI acumen across the organization, conducted needs analysis and built out educational resources for staff.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

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Leader Acumen

We have taken special care to ensure AI acumen among leaders and managers, focusing on not just the technology and its applications but also org and people impacts.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Firmwide Upskilling

We have embraced the reality that everyone in the company will be using AI, and have established data fluency and judgment as universal performance evaluation criteria.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

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Culture Definition

We have acted on the generational occasion of AI to proactively examine how our values and culture should change and have implemented and cascaded accordingly.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Internal Communications

We openly and broadly discuss AI as fundamental to our objectives to become for efficient and effective as a firm, and the organization in on board with our direction.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Change Management

We are using a best practice playbook to bring the organization along--involving leadership and influencers, addressing pockets of resistance, front-loading staff-oriented applications, etc.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Leadership Mandate

We have established (thoughtful) expectations and goals for leaders around driving efficiency and effectiveness via AI transformation.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Leadership Competencies

In light of the times, we have dialed up communications, change management, and talent stewardship as critical leadership competency model capabilities.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Leader Teachers

We have designated a cadre of leader teachers--data and technology experts, business leaders, and gifted communicators--to help drive transformation.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Performance Objectives

We have overhauled metrics and goaling to incorporate new expectations around strategy execution and efficiency/effectiveness.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Work Design

We have carefully evaluated critical workflows to understand the potential for AI enablement, and to make adjustments for the right mix of people, process and technology.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Organization Structure

We have reassessed org structure to incorporate any relevant changes associated with AI-related changes to objective setting and workflow redesign.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Role Definition

We have assessed and reset individual job descriptions to accommodate new skills expectations and to reflect how work really gets done in the business.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Talent Profile

We have incorporated new role definitions, technology acumen expectations and productivity targets into standards and criteria for hiring, evaluation and promotion.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Talent Stewardship

We are very proactively transitioning talent whose roles are or will be affected by AI to new modes of working through career planning, re-training, and transfer.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Data Foundation

We have identified, prioritized and organized our proprietary datasets that hold the most promise, once augmented with AI, to drive value for customers and efficiency for the business.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Data Engineering

We have a modern data stack with source systems connected by data pipelines to data lake and warehouse solutions for purpose-driven storage, organization and use.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Data Science

We have all the requisite talent, process, and capabilities in place--resident or contracted--to build, deploy, and run any desired AI model engines.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Tech Stack

We have a modern tech stack, enabling the highest levels of performance and scalability and maximum development cycle speed and agility.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Cybersecurity Protocols

We are fully compliant to the highest reasonable standards for protecting against all/new forms of systems incursion and data compromise.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Project Prioritization

We follow a strategy-driven process for continuously prioritizing and managing projects, balancing internal (efficiency) and external (growth) objectives.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Strategic Risk

We have reviewed all significant strategic threats and opportunities with the board, and have a schedule for reviewing relevance/status of each on a periodic basis.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Business Risk

We have run scenarios to determine all the ways in which the business could possibly suffer reputational, operational or financial harm due to misuse of AI.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Legal Risk

We are up to date on all current and pending regulations regarding AI use, and have revisited all company policies, procedures and contracts accordingly for implementation.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Ethical Risk

We fully understand the risks around diversity, fairness and equity in the use of AI, and we have procedures in place to eliminate bias and maximize transparency.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

Environmental Risk

We understand AI risks to the environment and have a deliberate plan to bring down computation requirements and other carbon-footprint related impacts.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

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Societal Obligation

We deeply appreciate the existential risks of human displacement in the workforce and are taking a formal stance regarding human agency and elevation of the worker.

1

Unexplored We haven't thought about this yet and/or haven't taken any steps toward establishing the capability.

2

Emerging We understand the need and have begun building the capability but are not yet broadly operational.

3

Competent We've got the basics in place and are satisfactorily up and running with the capability.

4

Advanced The capability is reasonably well established across the organization and producing results.

5

Exceptional I would go so far as to say we are high-performing best practitioners in this area of capability.

Unsure

Unsure It's okay not to have all the answers. Choose this if you're feeling uncertain.

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