AI Readiness Review

Before you invest in AI, know where you actually stand.

Most organizations overestimate their readiness and underestimate the work. This engagement gives you the honest picture you need before you commit.

Who This Is For

You’re a healthcare organization or mid-market company that knows AI is on the horizon — but you’re not sure if your people, processes, or technology are ready for it. Maybe leadership is asking hard questions you don’t have answers to yet. Maybe you’ve had a failed initiative before and want to get it right this time. Maybe you’re just starting to explore and need a credible starting point.

An executive sitting at a desk researching Artificial Intelligence and wondering how it will work for her organization.

If any of that sounds familiar, this is where we start.

A clipboard with page titled AI Readiness Checklist, showing checkmarks for Data Infrastructure, Workflow Maturity, Staff and Leadership Readiness, Technology Environment, and Organiational Risk Tolerance.

What I Do

The AI Readiness Review is a structured assessment of your organization across five dimensions:

Data Infrastructure — Do you have the data AI needs to work? Is it clean, accessible, and governed appropriately?

Workflow Maturity — Are your current processes documented and stable enough to build AI on top of? What needs to be addressed first?

Staff and Leadership Readiness — Does your team have the skills, capacity, and buy-in to support an AI initiative? Where are the gaps?

Technology Environment — Is your current infrastructure compatible with AI tools, and what would need to change?

Organizational Risk Tolerance — What is your appetite for change, and are your compliance and governance postures aligned with AI adoption?

What You Get

At the end of the engagement you’ll have:

Five dimensions of the AI Readiness Review A pentagon diagram showing five scored assessment dimensions: Data Infrastructure, Technology Environment, Staff and Leadership Readiness, Workflow Maturity, and Organizational Risk Tolerance. 1 2 3 4 5 scored assessment Data Infrastructure Quality, accessibility, governance Technology Environment System readiness Staff and Leadership Readiness Skills, capacity, buy-in Workflow Maturity Process stability, documentation Organizational Risk Tolerance Risk appetite

  • AI Readiness Report — Scored findings across the five dimensions, with supporting evidence and gap analysis
  • Vendor Shortlist — 2 to 3 vendors per top-priority opportunity, with integration compatibility and implementation lift summarized
  • Prioritized AI Opportunity Roadmap — Ranked opportunities matched to your findings, with ROI framing, timeline estimates, and risk ratings
  • Executive Presentation — A leadership-ready summary formatted for board or steering committee presentation
  • Readiness Score Dashboard — A one-page scoring reference your team can use to track progress against gaps over time

This isn’t a generic framework dropped in your lap. Every assessment is built around your specific organization, your specific goals, and your specific constraints.

AI Readiness Review engagement timeline Four-phase engagement running 4 to 6 weeks: Phase 1 Scoping and Alignment (weeks 1 to 2), Phase 2 Discovery (weeks 2 to 4), Phase 3 Analysis and Scoring (weeks 4 to 5), Phase 4 Report and Recommendations (weeks 5 to 6). 1 Scoping and Alignment Weeks 1–2 Scope, stakeholders, document pull list 2 Discovery Weeks 2–4 Interviews, document and tech review 3 Analysis and Scoring Weeks 4–5 5-dimension scoring, opportunity ranking 4 Report and Recommendations Weeks 5–6 Roadmap, vendor shortlist, exec pres.

A Note On What Comes Next

The roadmap we build together is designed to be executed — not shelved. If you’re ready to move forward after the assessment, I can help you do that through AI Implementation Leadership. There’s no obligation, but the option is there.

Ready to find out where you actually stand?

Book a Free Discovery Call