AI Needs Assessment Form
Use this form to assess your organization’s AI readiness, priorities, use cases, blockers, and next steps.
Organization Profile
Organization name
*
Industry
*
Please Select
Technology
Healthcare
Financial Services
Retail
Manufacturing
Education
Government
Professional Services
Other
Company size
*
1–10
11–50
51–200
201–500
501–1,000
1,001+
Primary department/team for AI initiatives
*
Executive Leadership
Operations
IT / Engineering
Data & Analytics
Product
Sales
Marketing
Customer Support
Human Resources
Finance
Other
AI Maturity and Needs
Current AI usage level
*
No current use
Exploring ideas
Pilot projects only
Limited production use
Broad production use
Top business goals for AI
*
Improve efficiency
Reduce costs
Enhance customer experience
Increase revenue
Improve decision-making
Automate repetitive tasks
Improve quality/accuracy
Enable new products/services
Other
Priority use cases
*
Current challenges or blockers
*
Limited budget
Lack of internal expertise
Data quality or availability issues
Unclear business case
Technology integration complexity
Security or compliance concerns
Change management or user adoption concerns
Leadership alignment not yet in place
Other
Desired timeline for AI adoption or rollout
*
Please Select
0-3 months
3-6 months
6-12 months
12+ months
Not sure yet
Success Criteria and Follow-Up
Expected outcomes or success metrics
*
Preferred follow-up method
*
Email
Phone
Video call
Other
Submit
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