Preliminary AI Journey Profile

01 · Your context

Start with where the work happens.

Industry helps us tailor the examples. It does not determine your risk or readiness by itself.

Which industry is the closest fit?

Approximate organization size

Your perspective

Which kind of work would you most like to improve?

Choose the closest example for your industry. You can select "another workflow" if none fit.

How clearly have you defined the problem and desired outcome?

We are exploring broad opportunities, with no specific task yet.We have a challenge in mind, but not a defined task or owner.We have a task, the people doing it, and an intended improvement.We have a task owner and a specific, measurable outcome.

02 · The workflow

Describe what happens today.

Think about one repeatable task. Estimates are fine. Choose "not sure" when you don't know.

How is AI being used in your organization now?

We are exploring, with no active experiments yet.People are trying general-purpose tools individually.A team is testing AI for a defined task.AI is used routinely in one or more workflows.

How well is the current workflow understood?

It varies from person to person, and we have not mapped it.We know the broad steps, but handoffs and exceptions are unclear.The main steps are documented, and some exceptions remain.Steps, owners, handoffs, and common exceptions are understood.

About how many times does this task happen each week?

A rough estimate is enough.

Typical staff time for one instance

Estimate the active time spent and leave out the time waiting.

03 · Information and technology

Check the foundations.

These answers help separate an AI idea from the information and systems it would need.

How ready is the information this task relies on?

Sources and owners are not yet clear.We know the sources, but access, quality, or permissions are uncertain.Sources and access are mostly understood, and some cleanup or approvals remain.Owners, permissions, quality, and an approved test path are documented.

What types of information could this workflow use?

Select all that may apply. Do not provide examples or actual records.

How clear are the system and integration needs?

We have not mapped the tools or information flow.We know the main tools, and people would likely move information manually.We know likely export, API, or platform options, but need to verify them.Access, architecture, testing, logging, and support needs are mapped.

04 · Impact and accountability

Make the consequences visible.

Industry-specific examples help frame the question. This page does not determine legal or regulatory obligations.

What could happen if an AI-supported result is wrong?

Consider who might rely on the result and whether a person can correct it before it is used.

Low consequence: an internal draft that is easy to notice and correct.Limited disruption: delay, rework, or a service inconvenience.Material consequence for a customer, student, client, employee, finances, or service.Could affect health, safety, rights, eligibility, access, or a consequential decision.Not sure yet.

What governance or approval is in place?

No shared guidance or accountable owner yet.Expectations are informal, and permitted use or ownership is unclear.An owner and basic guidance for approved use are established.Roles, risk review, data rules, approvals, and escalation are documented.

How would a person review or challenge the output?

No reviewer or fallback has been identified.People check outputs when they think it is necessary.A named person checks outputs before important use.Review criteria, escalation, testing, and fallback are planned.

05 · Evidence and capacity

Decide what "better" would mean.

A useful first test has a clear owner and a way to compare the current process with the change.

How would you measure whether the workflow improved?

We have not chosen a measure yet.We know the hoped-for benefit, but have no baseline.We can capture a baseline and agree a target for a test.We regularly review time, quality, exceptions, and user feedback.

Who could own the change and support the people using it?

No owner or capacity has been identified.There is interest, but training and support are not planned.A workflow owner and some time for feedback or training are available.Ownership, training, feedback, and ongoing support are planned.

Where could AI help your work?

Start with where the work happens.

Describe what happens today.

Check the foundations.

Make the consequences visible.

Decide what "better" would mean.

A starting point for a conversation

Readiness profile

Dimension signals

What your context suggests

Useful next questions

Suggested next step

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