---
generated_by: surveylegend-page-markdown
title: AI Readiness Assessment Template | SurveyLegend
description: Prepare for an AI pilot with nine practical questions about the
  task, data, review process, support, and evidence needed before rollout.
canonical: https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/ai-readiness-assessment-template/
---

# AI Readiness Assessment Template

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![AI Readiness Assessment: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/ai-readiness-assessment-demo-preview.avif)

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AI Readiness Assessment [Preview](https://www.surveylegend.com/survey-examples-templates/technology-digital-experience-surveys/ai-readiness-assessment-template/#try-template)

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Use this AI readiness assessment template to identify what your team still needs before starting an AI pilot. Nine questions cover the proposed task, data access, review responsibilities, support, and success criteria. Build the assessment in SurveyLegend to bring practical questions into one conversation before choosing the next step.

## When to use this AI readiness assessment

Assess one proposed use case rather than asking whether the whole organization is ready for every kind of AI. Invite the people who understand the work, the information involved, and the consequences of an error. Their answers are inputs to a decision, not proof that a system is safe or approved. For broader risk-management work, consult the [NIST AI Risk Management Framework ](https://www.nist.gov/itl/ai-risk-management-framework); this short questionnaire does not replace it.

**Create your AI readiness assessment in SurveyLegend**

Prepare for an AI pilot with nine practical questions about the task, data, review process, support, and evidence needed before rollout.

## 9 questions for your AI readiness assessment

Start with these questions and adapt them to your audience. Every field is optional. Where answer choices are listed, respondents choose one.

Respondent introduction:\
Please answer about the proposed AI use case described with this assessment. If something is not agreed, say so. Do not include confidential information or sample personal data. All questions are optional.

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## A little feedback. A clearer picture.

Explore this 9-question example at your own pace. Every question is optional.

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SurveyLegend demo Question 1 of 9

### AI Readiness Assessment

01 What specific work task are you considering using AI to help with?

Share your answer, or skip this question.

02 What problem in the current process would you want the pilot to address?

Share your answer, or skip this question.

03 How clearly has the team defined what the AI system would be allowed to do?

Choose one answer, or skip this question.

Not at all clearly Slightly clearly Moderately clearly Very clearly Extremely clearly The scope has not been discussed

04 Has the team identified which information the pilot would need and whether its use is approved?

Choose one answer, or skip this question.

Both identified and approved Identified but approval is unresolved Only partly identified Not yet identified Not sure

05 Who would check the output before it is used, and what would they check?

Share your answer, or skip this question.

06 What could go wrong if the output were inaccurate or unsuitable? Please describe the situation without including confidential data.

Share your answer, or skip this question.

07 What support would the team need before participating in the pilot?

Share your answer, or skip this question.

08 What evidence would show that the pilot improves on the current process?

Share your answer, or skip this question.

09 Is there an agreed person or team to contact if the pilot produces an unexpected problem?

Choose one answer, or skip this question.

Yes Partly agreed No Not sure

#### One last look

Review your answers before submitting this demo.

0 answered

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## How to customize your AI readiness assessment

Describe the proposed task and the boundaries of the pilot in the introduction. Ask respondents about the same use case, even if their roles differ. Do not ask them to paste confidential data, customer records, passwords, or proprietary examples into the survey. Keep “not sure” choices so gaps remain visible. Use written answers to document the questions that need an accountable owner rather than forcing a premature yes-or-no decision.

## Printable AI readiness assessment template

Use this printable AI readiness assessment template in a planning workshop. Participants can work through the proposed use case on paper before agreeing which questions need follow-up. SurveyLegend gives you an online questionnaire and a printable option for the same discussion.

[![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/ai-readiness-assessment-template.pdf)

Export AI readiness assessment template as PDF

## AI prompt for an AI readiness assessment

Create an AI readiness assessment in SurveyLegend with questions about the proposed task, data access, human review, support, and success criteria.

The full prompt below includes all 9 questions and their response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend's AI survey creation tool. Review and customize the result before sharing.

AI prompt for an AI readiness assessment

[Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/)

Create a free account, then paste the copied prompt into SurveyLegend.

Already have an account? [Sign in to create your AI readiness assessment.](https://app.surveylegend.com/login/)

## Identify what your AI pilot still needs

Separate willingness to try AI from practical preparation. A team can be enthusiastic while still lacking an approved data source, a reviewer, or a way to check results. Record each unresolved dependency, assign an owner, and decide what evidence is needed before proceeding. Compare the pilot with the current way of doing the task. Do not convert a set of positive answers into an automatic readiness score or a claim of compliance.

For example, a team proposing AI-assisted support replies may have a clear task but no approved information source or named reviewer. Record those as unresolved decisions and assign an owner before starting the pilot; enthusiasm does not resolve them.

## Frequently asked questions

### Who should complete an AI readiness assessment?

Include people who do the task, manage the relevant systems or information, and will review the output. The appropriate group depends on the use case. A leadership-only survey can miss practical dependencies known to the team doing the work.

### Does the assessment approve an AI tool?

No. It records preparation questions and perceived gaps. Tool approval, technical evaluation, and any required organizational review remain separate. The questionnaire does not certify a product or authorize a new use of data.

### Should we ask about employee confidence?

Confidence can help you plan support, but it does not demonstrate the ability to evaluate an AI output. This template also asks who will review results and what evidence will show whether the pilot is useful.

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Ready when you are

## Create your AI readiness assessment in SurveyLegend

Bring the practical questions about your proposed AI use case into one assessment. Define the task and invite the people who will use, support, and review the pilot. [Start free](https://app.surveylegend.com/register/) to create your AI readiness questionnaire.

[*Self-serve* Start free Create your first survey in minutes **Start free** ](https://app.surveylegend.com/register/)[*Guided help* Book a demo Talk with a SurveyLegend expert and choose the right plan. **Book a demo**](https://www.surveylegend.com/schedule-a-demo-of-surveylegend/)
