AI READINESS WORKSHEET — ONE PROPOSED PILOT Find AI Consultants — https://findaiconsultants.com.au/guides/ai-readiness-assessment Worksheet edition: 19 October 2026. Your entries have not been independently checked. Workflow: [Not recorded] Decision-owner role: [Not recorded] 1. PROCESS AND BASELINE Status: Not decided Planning prompts: Describe one recurring task, its steps and systems, volume, current time or error rate, and common exceptions. Could a simpler process or ordinary automation solve it? Recorded plan / evidence: [Not recorded] 2. DATA AND ACCESS Status: Not decided Planning prompts: Name the data categories, approved sample, tools and accounts. Who approves access? What is known about storage, retention, training use and third-party access? Use descriptions, not real records. Recorded plan / evidence: [Not recorded] 3. PEOPLE AND ACCOUNTABILITY Status: Not decided Planning prompts: Identify the decision-owner role, users, training needs and human reviewer. Record how staff can raise concerns and how the task continues when the tool is unavailable. Recorded plan / evidence: [Not recorded] 4. RISKS AND BOUNDARIES Status: Not decided Planning prompts: Who could be affected by an incorrect output? Record restricted actions, human approval points, escalation and any specialist advice required. Define what the pilot must not do. Recorded plan / evidence: [Not recorded] 5. PILOT CHECKS AND STOP CONDITIONS Status: Not decided Planning prompts: Record the test examples, success measures and failure cases. Include incorrect outputs, access restrictions and review time. Who accepts the result, and what would stop or pause the pilot? Recorded plan / evidence: [Not recorded] 6. COSTS, HANDOVER AND ONGOING WORK Status: Not decided Planning prompts: Separate setup, licences, usage, review time and support costs. State AUD/GST assumptions, account and documentation ownership, monitoring, handover and the exit process. Recorded plan / evidence: [Not recorded] OPEN PLANNING POINTS 1. Name one workflow to assess. 2. Identify the role accountable for the decision. 3. Process and baseline: Define one workflow and measure its current baseline before choosing a tool. 4. Data and access: Map the required data and access permissions; identify an approved test sample and the questions still needing answers. 5. People and accountability: Agree who decides, who reviews the output, what training is needed and who handles problems. 6. Risks and boundaries: Identify affected people, consequences and boundaries; resolve any need for specialist review before a pilot decision. 7. Pilot checks and stop conditions: Agree acceptance checks, failure tests, an accountable reviewer and a stop-or-continue decision. 8. Costs, handover and ongoing work: Clarify first-year cost assumptions, operating responsibilities, ownership and support before committing. OWNER REVIEW BEFORE ANY PILOT Check the assumptions, permissions, affected people, unresolved risks, acceptance tests, human review, costs and stop conditions. A completed worksheet is not permission to deploy, a validated readiness score, a compliance assessment or a prediction of results. NEXT STEP Resolve open points with the appropriate internal owner or adviser. When the scope is clear, use https://findaiconsultants.com.au/guides/ai-project-brief to request comparable proposals. Compare published strategy/readiness providers at https://findaiconsultants.com.au/services/strategy . Use high-level or synthetic descriptions. Do not include passwords, personal records or confidential customer material in an initial worksheet. Keep this file privately.