Know what is happening with AI before deciding what comes next.
I help you understand how AI is entering the business, where ownership and standards are missing, and which opportunities deserve attention. Then I turn that picture into a practical roadmap for the first 90 days.
The assessment is a working diagnosis. It is designed to help you lead the next decision with context, rather than buy another tool or launch another disconnected experiment.
What the Assessment delivers
The questions the business needs answered.
I do not begin by assuming the answer is a build. The right recommendation may be a standard, an ownership decision, a smaller pilot, better information, or a different sequence.
Current use
Where is AI already being used, including informal use leaders may not have mapped?
Ownership
Who approves the work, reviews the outputs, and owns the outcome?
Priorities
Which use cases matter to the business, and which should wait?
Boundaries
What information, quality, and client-trust standards are needed?
Readiness
Are the workflows, knowledge, access, and systems ready to support the use case?
Team practice
What do people need to understand, practice, or stop doing?
Next steps
What is a realistic sequence for the first 90 days?
What I review with you.
Context and examples
I review the agreed business context, current tools and use cases, relevant workflow examples, and the people involved.
A focused working session
I use a 90-minute working session to test assumptions, clarify gaps, and connect opportunities to the business's actual capacity. Preparation and review materials are agreed before the session so the scope remains useful and realistic.
What you receive
Current-state picture
A practical summary of known AI use, workflow context, and readiness.
Ownership and standards gaps
Decisions the business needs to make about permission, quality, information, and review.
Prioritized opportunities
A reasoned view of what to pursue, prepare, pause, or decline.
First-90-days roadmap
A sequenced plan with recommended owners, dependencies, and checkpoints.
Right-sized recommendation
The level of support that matches the work, including what your team may be able to carry internally.
The roadmap makes the decisions and reasoning visible. It is not a promise that every item will be implemented within this assessment.
How we work.
Prepare
I ask for the relevant context and examples, using an agreed way to share information.
Diagnose
We work through current use, business goals, standards, readiness, and team concerns.
Prioritize
I distinguish what matters now from what depends on earlier decisions.
Plan
I document the recommended sequence and explain what the next engagement, if any, should accomplish.
This is the DIAGNOSE stage of The Human-Driven AI Integration Method™. The delivery method continues through DESIGN, DEPLOY, and DRIVE when implementation is part of the next scope.
Who this is for.
This fits leaders who know AI needs a more deliberate place in the business and want a credible picture before committing to implementation. It is useful whether the business is beginning to establish standards or trying to make sense of scattered use.
You will need someone with enough context and authority to discuss the business honestly. Where the work crosses departments, I will identify whose input is needed rather than assume one conversation represents the entire company.
Investment
One-time. 1:1 session plus written deliverable.
I confirm the specific scope, preparation, participants, deliverables, and fee before booking.
- ✓ Current-state picture
- ✓ Ownership and standards gaps
- ✓ Prioritized opportunities
- ✓ First-90-days roadmap
- ✓ 90-minute working session with Jen
- ✓ Right-sized recommendation
Get a clear picture before the next commitment.
You do not need a longer list of possibilities. I can help you understand what is happening, what needs a decision, and what the business is ready to do next.
What this assessment is not.
This is not a legal compliance certification, penetration test, full security audit, or guarantee that every instance of AI use will be discovered. It identifies relevant gaps and specialist review needs within the agreed scope.
It is not a requirement to buy a Sprint or a leadership engagement. You receive a recommendation based on what the business needs.
Questions worth answering
How is this different from the free quiz?
The free Explore Your AI Readiness quiz is an optional orientation, not a prerequisite. This assessment looks at AI use, leadership ownership, standards, readiness, adoption, and the sequence of work ahead.
Will you recommend tools?
Where tool choices are relevant, yes. The recommendation follows the use case, information boundaries, and operating needs rather than leading the conversation.
Can my team join?
I confirm the appropriate participants while scoping the assessment. Their involvement should reflect the decisions and workflows under review.
Can we go straight to Fractional Chief AI Officer leadership?
Yes. If the need is already clear, we can discuss that mandate directly and include diagnosis in the engagement.
Does the assessment include implementation?
It includes the agreed diagnosis and roadmap. Builds, training programs, and ongoing leadership belong in a separately defined scope.
Get a clear picture before the next commitment.
You do not need a longer list of possibilities. I can help you understand what is happening, what needs a decision, and what the business is ready to do next.
Prefer to talk first? Send us a note and we'll respond within two business days.