Sample
Illustrative example. Figures are shown to explain the format, not a client's results.
A professional services firm, 120 people, Northern Virginia.
- Who answered.
- 87 of 120 people, 73%. Every department covered. Three areas with fewer than three answers, reported as direction, not conclusion.
- AI already in use.
- 62% use AI at least weekly. 41% use it on a personal account the company does not see. Tools reported: ChatGPT, Microsoft Copilot, Gemini, and four tools nobody on the leadership team had heard of. Nine people are already using AI at an advanced level, by name, in the annex. They carry the next step.
The five pillars, scored 1 to 5 by your own people.
- 2.1Direction and guidelines. No declared position, no owner, no written rules, no budget line.
- 2.8Information and tools. Documents are current but live in three places; nobody trusts the CRM.
- 3.4People and culture. Attitude is strong; training received is near zero; leaders are watching adoption, not pulling it.
- 2.3Processes and applied use. AI sits inside real work in two areas, proposals and client reporting, and nowhere else. Output is rarely checked before use.
- 1.6Value and impact. Nobody is measuring. Two tools introduced last year are no longer in use.
- "I do not know" answers.
- 18% overall, 31% in finance. Pulled out of the averages and reported on their own, because not knowing is itself a finding.
- Three findings.
- The company is further along than leadership believes, and less safe than it believes. The ceiling is rules and measurement, not willingness. The people who will carry adoption are already in the building.
- Three moves, in order.
- Write the rules and name the owner, 30 days. Take the nine advanced users and the two working areas and make them the first cohort. Set the baseline number the board will see again in twelve months.
- What this page is not.
- Not a technical audit of systems or security. Not an inventory of every tool. Not the roadmap. It is the ground the roadmap gets built on.