Guide

Six Checks for AI Readiness in Your Operations

By Todd Creek Updated September 8, 2026 3 min read

A readiness discussion becomes more useful when it is tied to evidence. For one proposed workflow, check whether the team can explain how the work happens and show the information needed to support it.

Start with a specific workflow

Choose a process with a clear beginning and end. Ask someone familiar with it to walk through a recent case, including the systems used and the decisions made. Record gaps between the written procedure and what actually happened.

Check six operating conditions

Documentation: The steps and responsibilities are written down and reflect current practice. Data ownership: The required information is accessible, and someone can answer questions about its quality.

Exceptions: The team recognizes common unusual cases and knows who handles them. Measurement: There is a baseline for judging whether the proposed change helps.

Decision rights: Someone can approve changes, accept risks, and pause the workflow. Access controls: Permissions and data-handling requirements are understood before connecting another tool.

Record the evidence and the gaps

For each condition, note what is established, what remains uncertain, and who will follow up. A sample record, confirmed permission, or agreed procedure is more useful than a general assurance.

Do not treat a simple score as proof that deployment will be safe or successful. One unresolved issue, such as permission to process sensitive data, may prevent a project from proceeding even when other conditions are met.

Compare candidates individually

Different workflows can have different levels of readiness within the same organization. Reporting might have accessible data and clear ownership, while quoting still depends on undocumented decisions.

Evaluate both the expected value and the work required to address the gaps. Starting with a manageable candidate can be sensible, but readiness alone does not establish that a project is worth the cost.

Keep improvements proportionate

Better documentation and ownership can help daily operations as well as an AI project. Still, each improvement takes time. Focus on the gaps that affect the workflow and avoid turning a limited review into an unnecessary company-wide documentation effort.

Use the findings to define the next decision: investigate further, run a bounded trial, fix a prerequisite, or set the proposal aside. See the implementation questions for a broader project review.

Questions and answers

Is AI readiness a company-wide status?

It is more useful to assess readiness for a particular workflow and proposed use. The information, ownership, and risks can differ substantially between processes.

Can a checklist tell us that a workflow is ready?

A checklist helps identify gaps. It cannot replace evaluation of the specific risks, data, design, and proposed use. Review the evidence behind each answer before deciding to proceed.

TC

Todd Creek

Todd Creek is the founder of Rock Creek Performance Partners. He works with clients on AI strategy and workflow automation. Connect on LinkedIn ↗

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For help evaluating a workflow, see what an AI opportunity assessment includes.