Operations & AI Readiness Scorecard

Is your operation ready for AI?

18 questions across six parts of how your company runs. You get a score, a profile and the first moves to make, on screen and free.

About 4 minutes · Nothing is sent unless you ask
  1. Ownership & decisions

    Who owns what, and who decides.

  2. Capacity & planning

    Where effort goes, and what you can take on.

  3. Execution

    Whether work runs the same way twice.

  4. Economics

    What really drives cost and margin.

  5. Data & knowledge

    One source of truth, written down.

  6. AI adoption & governance

    How AI is used, governed and controlled.

Ownership & decisions

Question 1 of 18

When a decision cuts across teams, how clear is it who makes the call?

Could a new manager find out who owns each core process, end to end, in a day?

How do priorities change mid-quarter?

Can you see where your teams’ time and effort go, and what they can take on next?

When a new priority lands, like a big customer, a launch or a new initiative, how do you decide whether you can take it on?

How often do important initiatives slip because the people needed were busy elsewhere?

Do your recurring processes, from launches and releases to the month-end close, run the same way every time?

When something important goes off track, when does leadership find out?

If a key person left tomorrow, what would happen to the work they own?

Do you know what each product, customer or channel really earns, after all costs?

When spending runs over plan, when do you find out?

When plans change, from a new requirement to a bigger order, is the cost understood before you commit?

How long does it take to find the latest version of a key document or number?

Are your core processes written down well enough for someone, or something, else to follow?

Do your leadership numbers, from sales to operations to finance, come from the same data?

How is AI used across the company today?

Is there a policy for AI use: approved tools, data rules, who can access what?

Could you show what AI did on a piece of work: which model, which data, who approved it?

Your result

0/ 100

Running on heroics

Work gets done because good people push it through. That doesn’t scale, and AI will amplify the gaps.

Holding together

The basics exist, but they depend on a few people. Fix the weakest links before you add AI on top.

Built to scale

Your operation can take more load. AI can now speed up what already works.

Ready to compound

Strong foundations and governed AI. The job now is to measure, refine and scale.

Your profile

Ownership & decisionsPriority 0
Capacity & planningPriority 0
ExecutionPriority 0
EconomicsPriority 0
Data & knowledgePriority 0
AI adoption & governancePriority 0

Operations vs AI

Where you sit: operations foundation against AI adoption and governance AI AHEAD OFTHE FOUNDATIONS COMPOUNDING OPERATIONS FIRST READY TOSCALE AI OPERATIONS FOUNDATION → AI ADOPTION & GOVERNANCE →

Operations first

AI won’t fix this yet. Start with ownership, capacity and one source of truth, then bring AI in where the work is stable.

Ready to scale AI

Your foundations can carry AI. Pick two workflows, put controls in place, and measure the results.

AI ahead of the foundations

You’re automating work that isn’t stable yet. Expect faster chaos, not faster results. Shore up ownership and data first.

Compounding

Operations and AI reinforce each other. Keep measuring, and widen the controls as use grows.

Operations foundation
0
AI adoption & governance
0

Where to start

Start here

Ownership & decisions

Write down one owner and the decision rights for each core process. One page, agreed by leadership within a week.

Run priority changes through one visible forum, and make every trade-off explicit.

Start here

Capacity & planning

Map what your key teams are already committed to for the next quarter, in one shared view. Rough is fine; one place matters more than precision.

Use the plan to say no: check every new priority against it before you commit.

Start here

Execution

Pick your most frequent cross-team process, such as a launch, a release or the month-end close, and agree one way of running it: steps, owners and status signals.

Review every cycle briefly and feed what you learn back into the standard.

Start here

Economics

Work out the real, fully costed margin of your five biggest products, customers or channels this month.

Move cost and margin tracking from after the fact to monthly or better, and cost every change before you commit.

Start here

Data & knowledge

Agree the single source for your ten most-used documents and numbers, and retire the copies.

Write your core processes down in a form a new hire, or an AI assistant, could follow.

Start here

AI adoption & governance

Find out what AI is already in use, then publish a one-page policy: approved tools, data rules and owners.

Add spend controls, permissions and logging, then scale the use cases that show measurable results.

Get the playbook

Want a practical playbook for your weakest area? Pick one, and I’ll send it to you.

Each one is a short, practical guide built from real programmes: a 90-day plan, two templates and how to measure progress. It arrives in your inbox straight away.

Choose a playbook

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