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Your role * Choose an answer Owner or business leader Team or function manager Team member or individual contributor Adviser or consultant Other / prefer not to say
Which team are you answering for? * Choose an answer Sales / business development Marketing / communications Operations / administration Customer service / account management Professional / technical services A small business or mixed team Another team
Which task would you most like to improve first? * Choose an answer Prepare proposals, bids or sales follow-ups Draft or adapt marketing and communications Summarise, organise or reformat documents Research and compare information Prepare customer replies or internal answers Reduce repeated administration or reporting Another task / not decided yet
Does your team have a clear picture of its current AI use? * Choose an answer We know that AI is not currently used in this team We know where AI is used and which accounts are involved We know about some uses, but the picture is incomplete We have not checked or agreed a shared picture Not sure
How clear is the improvement you want from your chosen task? * Choose an answer We have one specific outcome and know how we would notice improvement We have a broad goal, such as saving time or improving quality We have not agreed the outcome yet Not sure
Who would own a small trial and decide whether it is useful? * Choose an answer A specific person is agreed and can make that decision There is a likely person, but responsibility is not agreed Nobody is responsible yet Not sure
Can the team make time to try and review a small change? * Choose an answer Time is agreed for a few examples and a review Some time may be available, but it is not agreed There is no capacity to test or review it right now Not sure
How much repeated effort or rework does the chosen task create? * Choose an answer It repeatedly takes meaningful time or causes rework It causes some effort or rework, but only occasionally It creates little recurring effort or rework Not sure
Are the source information and examples for this task usable? * Choose an answer They are current, accessible to the right people and reasonably consistent They exist, but need some cleanup or clarification Key inputs are missing, unreliable or hard to find Not sure
How easily could a person check whether the result is good enough? * Choose an answer There are clear criteria and sources to check against An experienced person could judge it, but criteria are informal Errors would be difficult to spot or judge Not sure
Which description best fits the part you want AI to help with? * Choose an answer A bounded draft, summary, comparison, extraction or formatting step that a person can review A mixture of routine steps and judgement, with the boundary still unclear Mainly decisions or commitments involving people, contracts, money, health, legal or safety matters Not sure
Can the people involved explain a task clearly to an AI assistant? * Choose an answer They can provide the goal, relevant context, constraints and required format Some can, but results and instructions are inconsistent They would need help to get started Not sure
Can the reviewer spot and correct unreliable AI output for this task? * Choose an answer Yes, they can check facts, omissions and unsupported claims against reliable sources They can check some aspects, but would need a checklist or support No suitable reviewer or checking method is available yet Not sure
How would the team keep and reuse a method that works? * Choose an answer We can keep an agreed instruction, good example and checking list in a shared place Individuals keep useful methods, but they are not shared consistently We do not have a way to capture or reuse them yet Not sure
Do people know when to stop using AI and ask for help? * Choose an answer Yes, limits and an escalation contact are clear There is some informal understanding Limits and escalation have not been discussed Not sure
source information examples
Is the AI tool and account approved for the work you want to try? * Choose an answer Yes, the specific tool, account and intended use are approved The tool is available, but approval for this use is not clear No approved tool and account have been agreed Not sure
Have you checked which information may be used in that tool and account? * Choose an answer Yes, the intended inputs have been checked against the applicable rules We know the general rules, but have not checked these inputs No information-use rules have been agreed or checked Not sure
How will you avoid sharing information that the task does not need? * Choose an answer We have a clear way to select only permitted inputs and remove unnecessary details People would be careful, but there is no consistent method We have not considered this yet Not sure
Who must review AI-assisted work before it is relied on, sent out or acted on? * Choose an answer A suitable person and the review or approval step are clearly agreed Someone usually checks, but responsibility or the step is informal No review or approval step is agreed Not sure
Readable assessment summary
